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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
Brookstone Capital Management
Illinois
$88.5M
3
AAS
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
Davidson Capital Management
Texas
$20.2M
4
Bank of America
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
276
Great Valley Advisor Group
Delaware
$2.4M -$2.59M -29,857 -52%
SI
277
SimpliFi Inc
California
$2.39M +$2.69K +31 +0.1%
CP
278
Creekside Partners
California
$2.3M +$2.3M +26,548 New
IA
279
Inspire Advisors
Idaho
$2.29M -$41K -473 -2%
Citadel Advisors
280
Citadel Advisors
Florida
$2.24M -$1M -11,600 -31%
SEIA
281
Signature Estate & Investment Advisors
California
$2.2M +$2.2M +25,423 New
SFPG
282
Stonebridge Financial Planning Group
Florida
$2.2M +$1.15M +13,280 +110%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$2.19M -$114K -1,315 -5%
9WM
284
9258 Wealth Management
Ohio
$2.16M +$108K +1,250 +5%
LSA
285
Lansing Street Advisors
Pennsylvania
$2.16M – – –
HWA
286
HHM Wealth Advisors
Tennessee
$2.15M – – –
CPIA
287
Cornell Pochily Investment Advisors
New York
$2.14M -$2.08K -24 -0.1%
LA
288
Lifeworks Advisors
Michigan
$2.14M -$138K -1,598 -6%
FFN
289
Focus Financial Network
Minnesota
$2.13M +$71.1K +793 +3%
CRWM
290
Castle Rock Wealth Management
California
$2.12M -$687 -8 -0%
CSI
291
Cross Staff Investments
New York
$2.08M +$22.7K +262 +1%
SWA
292
Stratos Wealth Advisors
Ohio
$2.05M +$1.82M +20,977 +763%
XF
293
XML Financial
Maryland
$2.05M +$1.35M +15,610 +192%
HP
294
Holistic Planning
Texas
$2.05M – – –
BFG
295
Berger Financial Group
Minnesota
$1.99M -$321K -3,704 -14%
TW
296
Transform Wealth
Colorado
$1.96M -$314K -3,626 -14%
Wealthfront Advisers
297
Wealthfront Advisers
California
$1.95M +$35.4K +409 +2%
FIA
298
Foundations Investment Advisors
Arizona
$1.93M +$750K +8,665 +64%
BCA
299
Bay Colony Advisors
Massachusetts
$1.92M -$129K -1,494 -6%
OLA
300
Oliver Luxxe Assets
New Jersey
$1.88M -$174K -2,005 -8%
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12
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