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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
251
Walled Lake Planning & Wealth Management
Illinois
$108K +$13.1K +178 +14%
ZB
252
Zions Bancorporation
Utah
$107K – – –
TWA
253
TCI Wealth Advisors
Arizona
$104K – – –
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K +$104K +1,404 New
TWM
255
Tradition Wealth Management
Minnesota
$98K – – –
WWM
256
Wagner Wealth Management
South Carolina
$96K – – –
PA
257
Parallel Advisors
California
$95K – – –
PMFA
258
Plante Moran Financial Advisors
Michigan
$91K – – –
BFEC
259
Benjamin F. Edwards & Company
Missouri
$85K -$1.12K -15 -1%
TH
260
TCTC Holdings
Texas
$67K – – –
WWM
261
Wolff Wiese Magana
California
$55K +$8K +108 +17%
PGWM
262
Parisi Gray Wealth Management
New Jersey
$52K +$52K +700 New
ACA
263
Atlas Capital Advisors
Wyoming
$51.2K – – –
MIFH
264
Migdal Insurance & Financial Holdings
Israel
$49K – – –
LPWM
265
Lake Point Wealth Management
Texas
$48K +$48K +650 New
BCA
266
Berman Capital Advisors
Georgia
$39K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$37K +$37K +500 New
GWS
268
Glassman Wealth Services
Virginia
$36K – – –
FBT
269
First Bank & Trust
South Dakota
$34K – – –
PSIWM
270
Paradigm Strategies in Wealth Management
Minnesota
$31K – – –
S
271
SignatureFD
Georgia
$30K +$30K +400 New
GLLW
272
Graves Light Lenhart Wealth
Virginia
$29K – – –
HFA
273
Hoover Financial Advisors
Pennsylvania
$28K – – –
TRCT
274
Tower Research Capital (TRC)
New York
$27K +$27K +365 New
TFGT
275
TS Financial Group (TSFG)
Illinois
$24K – – –
9 10
11
12 13