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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
301
HUB Investment Partners
Texas
$257K +$257K +3,475 New
KA
302
Kovack Advisors
Florida
$249K -$39.4K -534 -14%
SFS
303
Sowell Financial Services
Arkansas
$248K +$248K +3,354 New
OWA
304
Opal Wealth Advisors
New York
$248K +$248K +3,356 New
LC
305
Landaas & Company
Wisconsin
$246K +$246K +3,330 New
PHS
306
Pekin Hardy Strauss
Illinois
$241K -$1.85K -25 -0.8%
MC
307
Moors & Cabot
Massachusetts
$232K +$1.11K +15 +0.5%
BEI
308
Benjamin Edwards Inc
Missouri
$232K -$4.28K -58 -2%
PIA
309
Perennial Investment Advisors
California
$230K +$230K +3,122 New
WAM
310
WNY Asset Management
New York
$226K -$952K -12,901 -81%
WCG
311
Weaver Consulting Group
California
$225K -$35.1K -476 -13%
HNB
312
Huntington National Bank
Ohio
$224K -$173K – –
IA
313
IFG Advisory
Georgia
$223K +$223K +3,016 New
CMI
314
Clare Market Investments
Texas
$220K -$644K -8,725 -75%
SWM
315
SFG Wealth Management
Maryland
$212K +$212K +2,869 New
TCM
316
TD Capital Management
Tennessee
$212K -$10K -136 -5%
SVWAG
317
Sound View Wealth Advisors Group
Georgia
$207K – – –
SC
318
Soundwatch Capital
Connecticut
$206K +$206K +2,797 New
KFI
319
Key Financial Inc
Pennsylvania
$166K – – –
PGAM
320
Princeton Global Asset Management
New Jersey
$163K – – –
Schroder Investment Management Group
321
Schroder Investment Management Group
United Kingdom
$162K +$162K +2,200 New
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
$158K -$412K -5,579 -72%
FWP
323
FAS Wealth Partners
Kansas
$155K -$1.62M -21,887 -91%
PFBT
324
Parkside Financial Bank & Trust
Missouri
$148K +$148K +2,002 New
AF
325
Allworth Financial
California
$148K +$31.4K +425 +27%
11 12
13
14 15