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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
Prudential plc
United Kingdom
$31.9M
2
AF
Apexium Financial
Texas
$23.2M
3
AWM
Activest Wealth Management
Florida
$21.5M
4
FFA
First Foundation Advisors
California
$23.5M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
APCM
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
251
CIBC World Market
Ontario, Canada
$374K – – –
SEP
252
Southland Equity Partners
Missouri
$358K -$9.72K -162 -3%
PTC
253
Private Trust Company
Ohio
$354K -$719 -12 -0.2%
BJL
254
Brighton Jones LLC
Washington
$340K -$28.7K -478 -8%
OCM
255
One Capital Management
California
$340K – – –
TCM
256
TD Capital Management
Tennessee
$337K -$31.5K -525 -9%
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$326K -$1.42M -23,617 -81%
KWM
258
Kingsview Wealth Management
Oregon
$319K -$763K -12,718 -71%
CA
259
Continuum Advisory
Idaho
$314K +$9.96K +166 +3%
ADL
260
Asset Dedication LLC
California
$309K – – –
FHA
261
Flagship Harbor Advisors
Massachusetts
$307K -$9.89K -165 -3%
WA
262
Waddell & Associates
Tennessee
$305K +$2.76K +46 +0.9%
STCOSD
263
Sageworth Trust Company of South Dakota
South Dakota
$299K +$130K +2,164 +77%
MIH
264
Meitav Investment House
Israel
$297K +$47.9K +801 +19%
PW
265
Peninsula Wealth
California
$288K +$4.92K +82 +2%
WLPWM
266
Walled Lake Planning & Wealth Management
Illinois
$287K +$30K +500 +12%
WF
267
Welch & Forbes
Massachusetts
$286K – – –
Comerica Bank
268
Comerica Bank
Texas
$277K -$105K -1,681 -28%
RIA
269
Realta Investment Advisors
Delaware
$274K +$274K +4,559 New
JWBC
270
John W. Brooker & Co
California
$273K +$97.1K +1,616 +55%
Lido Advisors
271
Lido Advisors
California
$271K -$5.99K -100 -2%
SIC
272
Samalin Investment Counsel
New York
$265K -$183K -3,045 -41%
HCA
273
Heck Capital Advisors
Wisconsin
$264K -$84.9K -1,416 -24%
HF
274
HRT Financial
New York
$261K -$2.18M -36,510 -89%
HIP
275
HUB Investment Partners
Texas
$247K -$167K -2,784 -40%
9 10
11
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