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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
226
First Community Trust
Iowa
$834K – – –
CRWM
227
Castle Rock Wealth Management
California
$820K -$6.29K -86 -0.8%
KCM
228
KM Capital Management
Texas
$804K – – –
SOS
229
Silver Oak Securities
Tennessee
$792K +$792K +10,721 New
SL
230
Sentinus LLC
Illinois
$789K +$789K +10,682 New
CCM
231
Cutler Capital Management
Massachusetts
$763K +$48.5K +658 +7%
LPT
232
Legacy Private Trust
Wisconsin
$761K -$148K -1,998 -16%
NFSG
233
Newbridge Financial Services Group
Florida
$742K -$19.9K -270 -3%
ACA
234
Aptus Capital Advisors
Alabama
$738K +$738K +9,995 New
GWANC
235
Guardian Wealth Advisors (North Carolina)
North Carolina
$738K +$738K +9,995 New
RFA
236
Resurgent Financial Advisors
Georgia
$729K +$52.3K +708 +8%
Brown Advisory
237
Brown Advisory
Maryland
$709K +$37.7K +511 +6%
AGP
238
Autumn Glory Partners
Texas
$691K +$10.7K +145 +2%
KWM
239
Kaydan Wealth Management
Michigan
$687K – – –
GC
240
Gilbert & Cook
Iowa
$672K -$90K -1,219 -12%
Lido Advisors
241
Lido Advisors
California
$671K +$153K +2,073 +30%
PM
242
Phraction Management
Connecticut
$662K – – –
AWS
243
Aspen Wealth Strategies
Colorado
$660K -$9.67K -131 -1%
CAM
244
Cresset Asset Management
Illinois
$655K -$141K -1,912 -18%
WF
245
Warner Financial
Maryland
$614K +$12.7K +172 +2%
US Bancorp
246
US Bancorp
Minnesota
$595K +$89.4K +1,211 +18%
CG
247
Clarus Group
Texas
$593K -$14.2K -193 -2%
AA
248
Ancora Advisors
Ohio
$581K +$231K +3,134 +66%
EFS
249
Essex Financial Services
Connecticut
$577K +$282K +3,825 +96%
LSPW
250
Lake Street Private Wealth
Illinois
$568K -$28.8K -390 -5%
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