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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 %
MIFH
276
Migdal Insurance & Financial Holdings
Israel
$229K – – –
PWM
277
Perigon Wealth Management
California
$227K – – –
AA
278
Ancora Advisors
Ohio
$224K – – –
FPAS
279
Focus Partners Advisor Solutions
Missouri
$224K +$224K +3,509 New
DL
280
DOHJ LLC
Washington
$211K – – –
AGA
281
Accuvest Global Advisors
Utah
$208K -$40.1K -628 -16%
PAS
282
Park Avenue Securities
New York
$208K +$1.09K +17 +0.5%
FWM
283
Fairhaven Wealth Management
Illinois
$207K – – –
VFPI
284
Vantage Financial Partners (Illinois)
Illinois
$207K – – –
WPWM
285
Western Pacific Wealth Management
Illinois
$201K -$936K -14,716 -82%
HBW
286
Hazlett, Burt & Watson
West Virginia
$188K – – –
JWBC
287
John W. Brooker & Co
California
$187K +$187K +2,928 New
STCOSD
288
Sageworth Trust Company of South Dakota
South Dakota
$180K – – –
VVP
289
Venture Visionary Partners
Ohio
$160K +$160K +2,514 New
KFI
290
Key Financial Inc
Pennsylvania
$144K +$144K +2,242 New
ST
291
Sageworth Trust
Pennsylvania
$138K – – –
HNB
292
Huntington National Bank
Ohio
$105K -$123K – –
PA
293
Parallel Advisors
California
$105K – – –
PFP
294
Pinnacle Financial Partners
Tennessee
$104K – – –
JFGIW
295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K -$19.2K -300 -17%
BTI
296
Blue Trust Inc
Georgia
$87K +$87K +1,166 New
TWM
297
Tradition Wealth Management
Minnesota
$85K – – –
RG
298
Retirement Group
California
$71K -$38K -600 -35%
WWM
299
Wagner Wealth Management
South Carolina
$70K +$70K +1,100 New
JAWM
300
J. Arnold Wealth Management
Ohio
$65K +$53.1K +832 +445%
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12
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