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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
276
Soundwatch Capital
Connecticut
$879K +$878K +2,697,387 +96,439%
FCT
277
First Community Trust
Iowa
$875K -$26.3K -330 -3%
RFA
278
Resurgent Financial Advisors
Georgia
$867K +$79K +990 +10%
CRWM
279
Castle Rock Wealth Management
California
$859K -$31K -390 -3%
Prudential Financial
280
Prudential Financial
New Jersey
$850K +$850K +10,652 New
CWM
281
Cornerstone Wealth Management
Missouri
$835K -$4.05M -50,815 -83%
RWA
282
Rooted Wealth Advisors
Illinois
$825K +$825K +10,387 New
CCM
283
Cutler Capital Management
Massachusetts
$824K -$638 -8 -0.1%
LPT
284
Legacy Private Trust
Wisconsin
$822K -$718 -9 -0.1%
SL
285
Sentinus LLC
Illinois
$811K -$41.7K -522 -5%
WF
286
Warner Financial
Maryland
$783K +$119K +1,488 +18%
NFSG
287
Newbridge Financial Services Group
Florida
$776K -$25.5K -320 -3%
AWS
288
Aspen Wealth Strategies
Colorado
$768K +$55.5K +695 +8%
AIM
289
Anchor Investment Management
South Carolina
$752K -$323K -4,050 -30%
KWM
290
Kaydan Wealth Management
Michigan
$743K – – –
GWANC
291
Guardian Wealth Advisors (North Carolina)
North Carolina
$739K -$58.9K -738 -7%
ACA
292
Aptus Capital Advisors
Alabama
$739K -$58.9K -738 -7%
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$724K +$612K +7,637 +544%
PM
294
Phraction Management
Connecticut
$716K – – –
NP
295
Nilsine Partners
Colorado
$699K +$699K +8,756 New
PWP
296
Principle Wealth Partners
Connecticut
$694K +$694K +8,703 New
FIA
297
Foundations Investment Advisors
Arizona
$686K +$686K +8,593 New
CW
298
CreativeOne Wealth
Kansas
$676K +$295K +3,695 +77%
WPWM
299
Western Pacific Wealth Management
Illinois
$670K +$239K +3,000 +56%
PFA
300
Petra Financial Advisors
Colorado
$656K +$656K +8,218 New
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12
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