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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Ameriprise
Ameriprise
Minnesota
$112M
3
AIP
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
PP
Prudential plc
United Kingdom
$825K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
Citigroup
New York
$5.12M
5
WP
WealthPLAN Partners
Nebraska
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
301
Parkside Financial Bank & Trust
Missouri
$4K +$4K +54 New
JCM
302
Jacobi Capital Management
Pennsylvania
$3K – – –
CHA
303
Carmichael Hill & Associates
Maryland
$3K – – –
CWP
304
Concord Wealth Partners
Virginia
$3K +$615 +8 +26%
HR
305
Howe & Rusling
New York
$2K – – –
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +7 New
BBHC
307
Brown Brothers Harriman & Co
New York
$53 +$53 +730 New
MCM
308
Mainstay Capital Management
Michigan
– -$66.2M -893,968 Closed
ASN
309
Advisory Services Network
Georgia
– -$1.35M -18,268 Closed
E
310
Ergoteles
New York
– -$1.26M -16,965 Closed
BCM
311
BlueCrest Capital Management
Jersey
– -$1.23M -16,565 Closed
PWM
312
PRW Wealth Management
Massachusetts
– -$1.01M -13,684 Closed
JWCA
313
J.W. Cole Advisors
Florida
– -$767K -10,362 Closed
Bank of Nova Scotia
314
Bank of Nova Scotia
Ontario, Canada
– -$554K -7,480 Closed
KWM
315
Keebeck Wealth Management
Illinois
– -$402K -5,428 Closed
SFA
316
Sequoia Financial Advisors
Ohio
– -$295K -3,977 Closed
NA
317
NewEdge Advisors
Louisiana
– -$293K -3,952 Closed
Bank of New York Mellon
318
Bank of New York Mellon
New York
– -$257K -3,469 Closed
ICG
319
InterOcean Capital Group
Tennessee
– -$204K -2,750 Closed
WBC
320
West Branch Capital
Massachusetts
– -$197K -2,657 Closed
SB
321
Strategic Blueprint
Georgia
– -$188K -2,541 Closed
First Manhattan
322
First Manhattan
New York
– -$109K -1,473 Closed
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$104K -1,404 Closed
PMFA
324
Plante Moran Financial Advisors
Michigan
– -$91K -1,234 Closed
FI
325
Financial Insights
Washington
– -$668K -902 Closed
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13
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