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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
Prudential plc
United Kingdom
$31.9M
2
AF
Apexium Financial
Texas
$23.2M
3
AWM
Activest Wealth Management
Florida
$21.5M
4
FFA
First Foundation Advisors
California
$23.5M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
APCM
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$94K +$89.5K +1,500 +2,000%
JFGIW
302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
TWM
303
Tradition Wealth Management
Minnesota
$80K – – –
TAM
304
Tucker Asset Management
Colorado
$76.1K +$71.8K +1,122 +1,675%
BTI
305
Blue Trust Inc
Georgia
$74K – – –
WWM
306
Wagner Wealth Management
South Carolina
$66K – – –
RDIA
307
RE Dickinson Investment Advisors
Iowa
$63K – – –
RG
308
Retirement Group
California
$55K -$12.5K -208 -19%
TH
309
TCTC Holdings
Texas
$54K – – –
MCC
310
Money Concepts Capital
Florida
$45K – – –
WWM
311
Wolff Wiese Magana
California
$45K – – –
TWA
312
TCI Wealth Advisors
Arizona
$44K – – –
ACA
313
Atlas Capital Advisors
Wyoming
$41.5K – – –
S
314
SignatureFD
Georgia
$35K – – –
AWM
315
Aspire Wealth Management
Massachusetts
$35K – – –
GWS
316
Glassman Wealth Services
Virginia
$31K +$1.64K +27 +6%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$30K – – –
BWA
318
BDO Wealth Advisors
Florida
$30K – – –
GTAM
319
Global Trust Asset Management
Florida
$24K – – –
AWM
320
Accel Wealth Management
Iowa
$22K +$22K +341 New
FA
321
Flagstar Advisors
New York
$20.8K +$20.8K +346 New
FF
322
FourThought Financial
Florida
$20K – – –
EWM
323
EPG Wealth Management
Georgia
$20K +$20K +338 New
PK
324
Pflug Koory
Nebraska
$19K – – –
TFGT
325
TS Financial Group (TSFG)
Illinois
$19K – – –
11 12
13
14 15