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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
Cerity Partners
New York
$19.2M
3
RJA
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.7M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$143M
2
OIA
OneDigital Investment Advisors
Kansas
$80M
3
AWA
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
276
Asset Dedication LLC
California
$334K – – –
CA
277
Continuum Advisory
Idaho
$329K -$10.4K -160 -3%
STCOSD
278
Sageworth Trust Company of South Dakota
South Dakota
$324K – – –
OCM
279
One Capital Management
California
$317K -$50.8K -782 -14%
PW
280
Peninsula Wealth
California
$314K +$2.73K +42 +0.9%
SIS
281
Strategic Investment Solutions
Illinois
$311K +$311K +4,090 New
WF
282
Welch & Forbes
Massachusetts
$310K – – –
AA
283
Ancora Advisors
Ohio
$307K +$78.9K +1,215 +35%
WA
284
Waddell & Associates
Tennessee
$306K -$23.9K -368 -7%
AIP
285
Almanack Investment Partners
Pennsylvania
$304K -$438K -6,749 -59%
T
286
TRUADVICE
Florida
$303K +$37.2K +533 +14%
HNWA
287
Henrickson Nauta Wealth Advisors
Michigan
$302K +$302K +4,649 New
JWBC
288
John W. Brooker & Co
California
$297K +$2.08K +32 +0.7%
PWM
289
Perigon Wealth Management
California
$297K +$71.3K +1,098 +32%
SAG
290
SageView Advisory Group
California
$295K +$295K +4,542 New
SC
291
Scotia Capital
Ontario, Canada
$292K +$292K +4,498 New
DFA
292
DHJJ Financial Advisors
Illinois
$283K +$51.3K +790 +22%
FHA
293
Flagship Harbor Advisors
Massachusetts
$260K -$72K -1,109 -22%
WFM
294
Wolff Financial Management
Michigan
$259K +$907 +14 +0.4%
EFS
295
Essex Financial Services
Connecticut
$258K +$258K +3,984 New
MWM
296
Maripau Wealth Management
Indiana
$258K +$30K +441 +13%
KA
297
Kovack Advisors
Florida
$254K -$180K -2,777 -42%
WPWM
298
Western Pacific Wealth Management
Illinois
$253K +$35.1K +541 +16%
BC
299
Barnett & Company
Tennessee
$247K -$19.1K -294 -7%
VCM
300
Vivaldi Capital Management
Illinois
$244K +$4.43K +65 +2%
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