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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
276
Peninsula Wealth
California
$373K +$15.6K +211 +4%
SFS
277
Stiles Financial Services
Minnesota
$367K -$194K -2,622 -35%
CA
278
Continuum Advisory
Idaho
$356K -$19.1K -258 -5%
Renaissance Technologies
279
Renaissance Technologies
New York
$354K -$266K -3,600 -43%
WF
280
Welch & Forbes
Massachusetts
$353K – – –
CW
281
CreativeOne Wealth
Kansas
$352K -$268K -3,627 -43%
Citadel Advisors
282
Citadel Advisors
Florida
$349K -$832K -11,272 -70%
STCOSD
283
Sageworth Trust Company of South Dakota
South Dakota
$345K -$23K -311 -6%
FPAS
284
Focus Partners Advisor Solutions
Missouri
$339K +$94.9K +1,285 +39%
JWBC
285
John W. Brooker & Co
California
$338K +$1.03K +14 +0.3%
OCM
286
One Capital Management
California
$333K -$28.1K -380 -8%
SAG
287
SageView Advisory Group
California
$333K -$2.81K -38 -0.8%
DFA
288
DHJJ Financial Advisors
Illinois
$322K +$665 +9 +0.2%
IWC
289
Integrated Wealth Concepts
Massachusetts
$314K +$314K +4,257 New
SIS
290
Strategic Investment Solutions
Illinois
$302K – – –
CIBC World Market
291
CIBC World Market
Ontario, Canada
$298K -$162K -2,200 -35%
FHA
292
Flagship Harbor Advisors
Massachusetts
$296K – – –
KPWS
293
Kestra Private Wealth Services
Texas
$296K +$296K +4,007 New
WFM
294
Wolff Financial Management
Michigan
$295K – – –
WA
295
Waddell & Associates
Tennessee
$288K -$60K -813 -17%
MWM
296
Maripau Wealth Management
Indiana
$277K -$2.22K -30 -0.8%
VCM
297
Vision Capital Management
Oregon
$265K +$265K +3,590 New
VCM
298
Vivaldi Capital Management
Illinois
$265K – – –
HNWA
299
Henrickson Nauta Wealth Advisors
Michigan
$262K -$80.9K -1,096 -24%
BC
300
Barnett & Company
Tennessee
$261K -$19.9K -270 -7%
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12
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