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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arkadios Wealth Advisors
Georgia
$24K – – –
PK
277
Pflug Koory
Nebraska
$23K – – –
FF
278
FourThought Financial
Florida
$22K – – –
WP
279
WealthShield Partners
North Carolina
$22K +$22K +292 New
GEA
280
Glen Eagle Advisors
New Jersey
$18.5K – – –
CFA
281
Carroll Financial Associates
North Carolina
$18K – – –
HFM
282
Hartford Financial Management
Connecticut
$17K +$2.06K +27 +14%
SCA
283
Stonebridge Capital Advisors
Minnesota
$15K +$70 +1 +0.5%
GAM
284
Gemmer Asset Management
California
$10K – – –
CFGS
285
Concourse Financial Group Securities
Alabama
$10K – – –
EWM
286
Edge Wealth Management
New York
$10K – – –
MAM
287
McCarthy Asset Management
California
$9K – – –
COCM
288
Charter Oak Capital Management
New Hampshire
$9K +$2.21K +30 +33%
ME
289
McIlrath & Eck
Washington
$9K +$9K +120 New
SL
290
Savior LLC
Massachusetts
$8K – – –
Deutsche Bank
291
Deutsche Bank
Germany
$7K +$7K +100 New
AIC
292
Archer Investment Corporation
Indiana
$6.15K – – –
MAM
293
Meeder Asset Management
Ohio
$6K – – –
WT
294
Washington Trust
Rhode Island
$6K – – –
AF
295
Allworth Financial
California
$6K +$6K +75 New
HCA
296
Heck Capital Advisors
Wisconsin
$5.18K +$1.63K +22 +46%
BWM
297
Baystate Wealth Management
Massachusetts
$4K – – –
TCOV
298
Trust Company of Vermont
Vermont
$4K – – –
JCM
299
Jacobi Capital Management
Pennsylvania
$3K – – –
CHA
300
Carmichael Hill & Associates
Maryland
$3K +$1.66K +21 +124%
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12
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