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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.43B invested in VanEck Morningstar Wide Moat ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.48%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.76%
New
36
Increased
151
Reduced
109
Closed
33
Calls
$224K
Puts
$560K
Net Calls
-$336K
Net Calls Change
+$129K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$40.5M
2
GM
GeoWealth Management
Illinois
+$28.7M
3
PI
PFS Investments
Georgia
+$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$14.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$13.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$43M
2
FFC
Fure Financial Corporation
Minnesota
-$13.8M
3
FSA
Financial Services Advisory
Maryland
-$13.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$12.3M
5
FSA
Financial Sense Advisors
California
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
226
ETFidea
New York
$555K – – –
DBIA
227
Dumont & Blake Investment Advisors
New Jersey
$553K +$553K +7,402 New
Fidelity Investments
228
Fidelity Investments
Massachusetts
$550K +$25.2K +337 +5%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$542K +$42.4K +567 +8%
SIC
230
Samalin Investment Counsel
New York
$539K +$539K +7,210 New
HIP
231
HUB Investment Partners
Texas
$515K – – –
BJL
232
Brighton Jones LLC
Washington
$505K +$6.05K +81 +1%
PA
233
PSI Advisors
Florida
$499K +$115K +1,545 +30%
IF
234
Intrua Financial
Texas
$484K +$8.21K +110 +2%
CA
235
Crewe Advisors
Utah
$484K +$484K +6,485 New
RGF
236
Retirement Guys Formula
Ohio
$481K -$445K -5,959 -48%
WF
237
Warner Financial
Maryland
$478K +$230K +3,070 +92%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$472K +$102K +1,370 +28%
GWM
239
Geneos Wealth Management
Colorado
$470K -$224 -3 -0%
BC
240
Barnett & Company
Tennessee
$439K -$821 -11 -0.2%
OCM
241
One Capital Management
California
$433K – – –
Wealthfront Advisers
242
Wealthfront Advisers
California
$425K +$221K +2,964 +109%
FHA
243
Flagship Harbor Advisors
Massachusetts
$417K -$12.6K -169 -3%
AFM
244
Andesa Financial Management
Pennsylvania
$415K -$46.2K -620 -10%
EP
245
Eudaimonia Partners
Tennessee
$402K +$402K +5,387 New
MA
246
Mutual Advisors
Nebraska
$395K -$36.8K -493 -9%
CCM
247
Cutler Capital Management
Massachusetts
$392K – – –
BCA
248
Bay Colony Advisors
Massachusetts
$385K -$10.8K -144 -3%
WCG
249
Weaver Consulting Group
California
$381K -$24.6K -329 -6%
WF
250
Welch & Forbes
Massachusetts
$380K +$17.9K +240 +5%
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10
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