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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
Raymond James & Associates
Florida
$116M
4
AWA
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
Bank of America
North Carolina
$374M
4
Morgan Stanley
Morgan Stanley
New York
$297M
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
326
Transamerica Financial Advisors
Florida
$7K +$7K +107 New
BWM
327
Baystate Wealth Management
Massachusetts
$6K – – –
C
328
Covestor
United Kingdom
$6K – – –
TC
329
Trust Company
Kansas
$6K – – –
AIC
330
Archer Investment Corporation
Indiana
$5.29K – – –
AF
331
Allworth Financial
California
$5K -$48.3K -725 -91%
MAM
332
Meeder Asset Management
Ohio
$5K – – –
TAM
333
Tucker Asset Management
Colorado
$4.27K +$4.27K +67 New
LF
334
Lee Financial
Texas
$3K – – –
CHA
335
Carmichael Hill & Associates
Maryland
$3K – – –
CWP
336
Concord Wealth Partners
Virginia
$3K – – –
CA
337
CoreCap Advisors
Michigan
$3K +$3K +46 New
HR
338
Howe & Rusling
New York
$2K – – –
SJIA
339
St. James Investment Advisors
New York
$1K – – –
UWM
340
Urban Wealth Management
California
$1K +$1K +10 New
RDIA
341
RE Dickinson Investment Advisors
Iowa
$67 – +5 +0.5%
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$28 -$182 -2,600 -87%
GM
343
GeoWealth Management
Illinois
– -$28.7M -384,852 Closed
FSA
344
Financial Services Advisory
Maryland
– -$9.03M -120,870 Closed
SRSA
345
S.R. Schill & Associates
Washington
– -$4.29M -57,407 Closed
Balyasny Asset Management
346
Balyasny Asset Management
Illinois
– -$2.44M -32,689 Closed
TWP
347
Transparent Wealth Partners
Arkansas
– -$1.77M -23,696 Closed
Qube Research & Technologies (QRT)
348
Qube Research & Technologies (QRT)
United Kingdom
– -$1.69M -22,645 Closed
VC
349
Vicus Capital
Pennsylvania
– -$1.23M -16,403 Closed
SWM
350
SFG Wealth Management
Maryland
– -$1.15M -15,374 Closed
12 13
14
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