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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
276
Fidelity Investments
Massachusetts
$3.06M +$242K +2,496 +9%
AFG
277
Atomi Financial Group
New York
$3.03M +$53.2K +549 +2%
XF
278
XML Financial
Maryland
$2.96M +$659K +6,802 +29%
WKSWA
279
White Knight Strategic Wealth Advisors
New Jersey
$2.89M -$60.7K -626 -2%
LOIM
280
Liberty One Investment Management
Illinois
$2.84M +$6.3K +65 +0.2%
OWA
281
Opal Wealth Advisors
New York
$2.81M +$102K +1,049 +4%
RFA
282
Rollins Financial Advisors
New York
$2.75M -$671K -6,925 -20%
RIA
283
Realta Investment Advisors
Delaware
$2.74M -$81.2K -835 -3%
FTUS
284
Flow Traders U.S.
New York
$2.7M -$429K -4,421 -14%
BWM
285
BCS Wealth Management
Tennessee
$2.67M -$58.9K -608 -2%
CP
286
Creekside Partners
California
$2.66M +$87.5K +903 +3%
LSA
287
Lansing Street Advisors
Pennsylvania
$2.63M +$210K +2,171 +9%
SI
288
SimpliFi Inc
California
$2.62M -$54.2K -559 -2%
PWA
289
PCG Wealth Advisors
Kansas
$2.55M -$1.44M -14,891 -36%
EFA
290
Edge Financial Advisors
Illinois
$2.55M +$2.55M +26,263 New
GVAG
291
Great Valley Advisor Group
Delaware
$2.54M -$152K -1,572 -6%
HWA
292
HHM Wealth Advisors
Tennessee
$2.48M +$67.1K +692 +3%
SEIA
293
Signature Estate & Investment Advisors
California
$2.46M -$1.16K -12 -0%
IA
294
Inspire Advisors
Idaho
$2.46M -$113K -1,164 -4%
CPIA
295
Cornell Pochily Investment Advisors
New York
$2.44M +$41.6K +429 +2%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$2.43M -$17.4K -179 -0.7%
SWA
297
Stratos Wealth Advisors
Ohio
$2.39M +$85.8K +885 +4%
CW
298
CreativeOne Wealth
Kansas
$2.38M +$569K +5,872 +31%
9WM
299
9258 Wealth Management
Ohio
$2.38M -$37.9K -391 -2%
FFN
300
Focus Financial Network
Minnesota
$2.37M +$68.2K +703 +3%
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