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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
+$25.8M
2
APCM
Alaska Permanent Capital Management
Alaska
+$23.1M
3
RJA
Raymond James & Associates
Florida
+$14.9M
4
AWA
Alaska Wealth Advisors
Alaska
+$10.6M
5
LPL Financial
LPL Financial
California
+$10.3M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$28.7M
2
AIP
Almanack Investment Partners
Pennsylvania
-$13.7M
3
Bank of America
Bank of America
North Carolina
-$13.2M
4
Morgan Stanley
Morgan Stanley
New York
-$10.2M
5
FSA
Financial Services Advisory
Maryland
-$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$525K +$187K +2,941 +56%
OSNBOA
227
Old Second National Bank of Aurora
Illinois
$523K -$12.8K -200 -2%
CG
228
Clarus Group
Texas
$517K -$2.04K -32 -0.4%
YIA
229
YHB Investment Advisors
Connecticut
$484K +$484K +7,601 New
SIC
230
Samalin Investment Counsel
New York
$475K +$15.6K +245 +3%
WF
231
Warner Financial
Maryland
$465K +$57.8K +907 +14%
E
232
ETFidea
New York
$464K -$9.56K -150 -2%
IF
233
Intrua Financial
Texas
$461K +$47.7K +749 +12%
CA
234
Crewe Advisors
Utah
$459K +$45.4K +711 +11%
BC
235
Barnett & Company
Tennessee
$452K +$77.3K +1,213 +21%
FWP
236
FAS Wealth Partners
Kansas
$452K +$334K +5,232 +281%
PA
237
PSI Advisors
Florida
$451K +$25.7K +403 +6%
CCM
238
Cutler Capital Management
Massachusetts
$445K +$111K +1,740 +33%
HIP
239
HUB Investment Partners
Texas
$439K – – –
NA
240
NewEdge Advisors
Louisiana
$437K -$241K -3,777 -36%
DBIA
241
Dumont & Blake Investment Advisors
New Jersey
$435K -$36.9K -579 -8%
Wealthfront Advisers
242
Wealthfront Advisers
California
$432K +$69K +1,083 +19%
HI
243
Harbour Investments
Wisconsin
$431K +$431K +6,765 New
GWM
244
Geneos Wealth Management
Colorado
$418K +$12.9K +200 +3%
SFA
245
Sequoia Financial Advisors
Ohio
$416K +$112K +1,765 +37%
BRWM
246
B. Riley Wealth Management
Tennessee
$415K +$415K +15,106 New
Goldman Sachs
247
Goldman Sachs
New York
$410K +$410K +6,441 New
Comerica Bank
248
Comerica Bank
Texas
$408K -$129K -1,928 -24%
CIBC World Market
249
CIBC World Market
Ontario, Canada
$398K -$4.98K -78 -1%
BJL
250
Brighton Jones LLC
Washington
$392K -$39.2K -615 -9%
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