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VanEck Morningstar Wide Moat ETF

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
CFRPA
226
Castle Financial & Retirement Planning Associates
New Jersey
$581K +$581K +7,869 New
Citadel Advisors
227
Citadel Advisors
Florida
$572K -$790K -10,373 -58%
GC
228
Gilbert & Cook
Iowa
$566K -$24.1K -317 -4%
E
229
ETFidea
New York
$566K +$566K +7,434 New
CG
230
Clarus Group
Texas
$551K
IWC
231
Integrated Wealth Concepts
Massachusetts
$543K +$93.5K +1,229 +21%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$534K +$153K +2,009 +40%
HIP
233
HUB Investment Partners
Texas
$525K -$146K -1,923 -22%
GAG
234
GM Advisory Group
New York
$515K -$11K -145 -2%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$508K -$72.4K -951 -12%
BJL
236
Brighton Jones LLC
Washington
$508K +$76 +1 +0%
IF
237
Intrua Financial
Texas
$485K
SC
238
Soundwatch Capital
Connecticut
$479K -$27.3K -359 -5%
GWM
239
Geneos Wealth Management
Colorado
$479K +$45.5K +599 +11%
AFM
240
Andesa Financial Management
Pennsylvania
$471K +$177K +2,325 +60%
BC
241
Barnett & Company
Tennessee
$448K -$146K -1,921 -25%
HAS
242
HBW Advisory Services
California
$448K +$42.4K +557 +10%
WLPWM
243
Walled Lake Planning & Wealth Management
Illinois
$447K +$302K +3,969 +208%
LWAC
244
Laurel Wealth Advisors (California)
California
$445K +$68K +894 +18%
OCM
245
One Capital Management
California
$441K +$441K +5,799 New
MA
246
Mutual Advisors
Nebraska
$440K +$107K +1,405 +32%
SFA
247
Sequoia Financial Advisors
Ohio
$440K +$440K +5,782 New
FHA
248
Flagship Harbor Advisors
Massachusetts
$438K +$98.9K +1,298 +29%
BHWM
249
Bar Harbor Wealth Management
New Hampshire
$416K
WCG
250
Weaver Consulting Group
California
$413K