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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 %
TCM
251
TD Capital Management
Tennessee
$367K +$101K +1,348 +38%
MC
252
Moors & Cabot
Massachusetts
$365K +$60.1K +804 +20%
PIA
253
Perennial Investment Advisors
California
$364K +$19.8K +266 +6%
PM
254
Phraction Management
Connecticut
$364K +$364K +4,870 New
SEP
255
Southland Equity Partners
Missouri
$361K +$361K +4,835 New
SFA
256
Sequoia Financial Advisors
Ohio
$356K -$76K -1,017 -18%
IWC
257
Integrated Wealth Concepts
Massachusetts
$353K -$181K -2,421 -34%
PW
258
Peninsula Wealth
California
$353K +$29.2K +390 +9%
RC
259
Randolph Company
Ohio
$350K +$11.6K +155 +3%
CIAS
260
Capital Investment Advisory Services
North Carolina
$342K -$29.9K -401 -8%
Lido Advisors
261
Lido Advisors
California
$337K -$44.8K -601 -12%
ADL
262
Asset Dedication LLC
California
$328K +$23.6K +317 +8%
GLA
263
Good Life Advisors
Pennsylvania
$312K -$1.18M -15,755 -79%
RIA
264
Realta Investment Advisors
Delaware
$299K +$299K +3,999 New
WFM
265
Wolff Financial Management
Michigan
$297K – – –
LNWTC
266
Laird Norton Wetherby Trust Company
Washington
$295K +$295K +3,950 New
AGA
267
Accuvest Global Advisors
Utah
$290K -$539K -7,218 -65%
WLPWM
268
Walled Lake Planning & Wealth Management
Illinois
$278K -$161K -2,156 -37%
LWAC
269
Laurel Wealth Advisors (California)
California
$278K -$159K -2,130 -36%
CISOA
270
Capital Investment Services of America
Wisconsin
$278K – – –
VA
271
Valmark Advisers
Ohio
$276K +$276K +3,699 New
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$271K +$113K +1,500 +72%
PWM
273
Perigon Wealth Management
California
$266K -$59.7K -800 -18%
SOS
274
Silver Oak Securities
Tennessee
$264K +$264K +3,582 New
AA
275
Ancora Advisors
Ohio
$263K – – –
9 10
11
12 13