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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 %
National Bank of Canada
251
National Bank of Canada
Quebec, Canada
$568K -$625K -8,462 -52%
SC
252
Scotia Capital
Ontario, Canada
$559K +$227K +3,075 +68%
E
253
ETFidea
New York
$538K – – –
PA
254
PSI Advisors
Florida
$537K +$1.77K +24 +0.3%
TCM
255
Triumph Capital Management
Colorado
$534K -$7.01K -95 -1%
DBIA
256
Dumont & Blake Investment Advisors
New Jersey
$526K – – –
HI
257
Harbour Investments
Wisconsin
$525K +$25.8K +350 +5%
SWM
258
Spire Wealth Management
Virginia
$520K -$226K -3,058 -30%
NA
259
NewEdge Advisors
Louisiana
$512K -$248K -3,360 -33%
IF
260
Intrua Financial
Texas
$504K -$27.2K -372 -5%
RC
261
Randolph Company
Ohio
$481K – – –
MIFH
262
Migdal Insurance & Financial Holdings
Israel
$475K +$213K +2,935 +82%
OSNBOA
263
Old Second National Bank of Aurora
Illinois
$471K -$91K -1,232 -16%
PTC
264
Private Trust Company
Ohio
$453K +$13.1K +177 +3%
HCA
265
Heck Capital Advisors
Wisconsin
$444K -$177K -2,391 -28%
CA
266
Crewe Advisors
Utah
$442K -$32K -434 -7%
WLPWM
267
Walled Lake Planning & Wealth Management
Illinois
$428K +$44.9K +608 +12%
SEP
268
Southland Equity Partners
Missouri
$423K – – –
BJL
269
Brighton Jones LLC
Washington
$418K – – –
PWM
270
Perigon Wealth Management
California
$403K +$66.1K +895 +20%
WPWM
271
Western Pacific Wealth Management
Illinois
$399K +$111K +1,500 +38%
SL
272
SWMG LLC
Texas
$396K -$21.8K -295 -5%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$395K – – –
ADL
274
Asset Dedication LLC
California
$380K – – –
SIC
275
Samalin Investment Counsel
New York
$375K -$92.7K -1,255 -20%
9 10
11
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