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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
251
Citadel Advisors
Florida
$3.37M +$2.15M +23,947 +177%
Mercer Global Advisors
252
Mercer Global Advisors
Colorado
$3.35M +$940K +5,260 +39%
EP
253
Eudaimonia Partners
Tennessee
$3.29M +$292K +3,246 +10%
CFP
254
Cascade Financial Partners
California
$3.28M +$3.28M +38,325 New
TC
255
Tacita Capital
Ontario, Canada
$3.22M +$3.22M +35,806 New
CWM
256
Collaborative Wealth Management
Florida
$3.12M +$63.8K +710 +2%
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$3.1M -$1.2M -13,299 -28%
SWM
258
SFG Wealth Management
Maryland
$3.08M -$1.35M -15,014 -30%
SMC
259
Smith, Moore & Co
Missouri
$2.98M +$377K +4,199 +14%
LAM
260
Lifestyle Asset Management
Texas
$2.89M -$186K -2,073 -6%
GWSG
261
GPS Wealth Strategies Group
Colorado
$2.81M +$864K +9,607 +44%
WKSWA
262
White Knight Strategic Wealth Advisors
New Jersey
$2.79M -$62.8K -698 -2%
GF
263
Gries Financial
Ohio
$2.76M +$2.41M +26,806 +687%
FPGT
264
Financial Partners Group (Tennessee)
Tennessee
$2.71M -$394K -4,384 -13%
S
265
Sunpointe
Missouri
$2.68M +$398K +4,426 +17%
LOIM
266
Liberty One Investment Management
Illinois
$2.67M -$67.1K -746 -2%
EE
267
EWG Elevate
California
$2.65M -$14.5K -161 -0.5%
PA
268
Paragon Advisors
Texas
$2.62M +$1.02M +11,392 +64%
TB
269
Treynor Bancshares
Iowa
$2.57M -$416K -4,630 -14%
AMBIA
270
Allen Mooney & Barnes Investment Advisors
Georgia
$2.56M +$2.56M +29,443 New
JWBC
271
John W. Brooker & Co
California
$2.55M +$560K +6,227 +28%
BWM
272
BCS Wealth Management
Tennessee
$2.53M -$29.6K -329 -1%
OWA
273
Opal Wealth Advisors
New York
$2.48M +$352K +3,911 +17%
PP
274
Prudential plc
United Kingdom
$2.48M -$47.8M -531,962 -95%
SI
275
SimpliFi Inc
California
$2.47M +$240K +2,666 +11%
9 10
11
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