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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
$116M
4
AWA
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
Bank of America
North Carolina
$374M
4
Morgan Stanley
Morgan Stanley
New York
$297M
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
251
TD Capital Management
Tennessee
$392K +$79.1K +1,241 +25%
SEP
252
Southland Equity Partners
Missouri
$390K +$82.2K +1,290 +27%
CIAS
253
Capital Investment Advisory Services
North Carolina
$384K +$91.7K +1,437 +31%
PTC
254
Private Trust Company
Ohio
$377K +$377K +5,920 New
HCA
255
Heck Capital Advisors
Wisconsin
$371K -$302K -4,736 -45%
OCM
256
One Capital Management
California
$361K -$8.21K -129 -2%
FHA
257
Flagship Harbor Advisors
Massachusetts
$337K -$18.9K -296 -5%
ADL
258
Asset Dedication LLC
California
$329K +$47.9K +750 +17%
WCG
259
Weaver Consulting Group
California
$325K – – –
CA
260
Continuum Advisory
Idaho
$323K +$323K +5,068 New
WA
261
Waddell & Associates
Tennessee
$321K +$321K +5,034 New
WF
262
Welch & Forbes
Massachusetts
$305K -$19.1K -300 -6%
PW
263
Peninsula Wealth
California
$301K – – –
Lido Advisors
264
Lido Advisors
California
$294K +$6.36K +100 +2%
RGF
265
Retirement Guys Formula
Ohio
$278K -$132K -2,071 -32%
WLPWM
266
Walled Lake Planning & Wealth Management
Illinois
$273K +$36.3K +571 +15%
MWM
267
Modera Wealth Management
New Jersey
$272K +$272K +4,271 New
Renaissance Technologies
268
Renaissance Technologies
New York
$263K -$393K -6,172 -60%
MIH
269
Meitav Investment House
Israel
$263K +$50.3K +797 +24%
IGWM
270
ICA Group Wealth Management
Colorado
$259K -$4.72K -66 -2%
EP
271
Eudaimonia Partners
Tennessee
$256K -$87.6K -1,373 -25%
WFM
272
Wolff Financial Management
Michigan
$254K – – –
RL
273
Retireful LLC
Michigan
$254K +$254K +3,991 New
VA
274
Valmark Advisers
Ohio
$244K +$7.79K +122 +3%
LWAC
275
Laurel Wealth Advisors (California)
California
$236K -$573 -9 -0.2%
9 10
11
12 13