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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 %
BC
276
Barnett & Company
Tennessee
$246K -$179K -2,988 -42%
T
277
TRUADVICE
Florida
$242K +$242K +3,811 New
US Bancorp
278
US Bancorp
Minnesota
$241K -$1.98M -32,970 -89%
WFM
279
Wolff Financial Management
Michigan
$238K – – –
RGF
280
Retirement Guys Formula
Ohio
$218K -$44K -734 -17%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$218K – – –
RFA
282
Resurgent Financial Advisors
Georgia
$218K +$218K +3,640 New
VA
283
Valmark Advisers
Ohio
$217K -$12.2K -204 -5%
IGWM
284
ICA Group Wealth Management
Colorado
$217K – – –
VCM
285
Vivaldi Capital Management
Illinois
$216K +$216K +3,523 New
MWM
286
Maripau Wealth Management
Indiana
$214K +$214K +3,343 New
DFA
287
DHJJ Financial Advisors
Illinois
$214K +$214K +3,567 New
JIC
288
Johnson Investment Counsel
Ohio
$213K +$213K +3,554 New
WCG
289
Weaver Consulting Group
California
$212K -$94.7K -1,576 -31%
AA
290
Ancora Advisors
Ohio
$211K – – –
FPAS
291
Focus Partners Advisor Solutions
Missouri
$211K – – –
RIG
292
Roosevelt Investment Group
New York
$210K +$210K +3,500 New
PWM
293
Perigon Wealth Management
California
$208K -$5.75K -96 -3%
EP
294
Eudaimonia Partners
Tennessee
$202K -$39K -650 -16%
WPWM
295
Western Pacific Wealth Management
Illinois
$201K +$12K +200 +6%
BEI
296
Benjamin Edwards Inc
Missouri
$187K +$187K +3,118 New
HNB
297
Huntington National Bank
Ohio
$160K -$105K – –
KFI
298
Key Financial Inc
Pennsylvania
$134K – – –
PGAM
299
Princeton Global Asset Management
New Jersey
$132K +$132K +2,207 New
PA
300
Parallel Advisors
California
$118K +$19.5K +325 +20%
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12
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