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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 %
CFGS
326
Concourse Financial Group Securities
Alabama
$18K – – –
QC
327
Quent Capital
New York
$17K +$17K +279 New
HFM
328
Hartford Financial Management
Connecticut
$16K – – –
PI
329
PFS Investments
Georgia
$14.6K +$65 +1,079 +0.4%
HI
330
Hudock Inc
Pennsylvania
$13K – – –
PFP
331
Pinnacle Financial Partners
Tennessee
$12K -$82.7K -1,419 -87%
TWC
332
TD Waterhouse Canada
Ontario, Canada
$11.8K -$37.5K -445 -76%
BFEC
333
Benjamin F. Edwards & Company
Missouri
$10K – – –
WFA
334
Wipfli Financial Advisors
Wisconsin
$8K +$8K +126 New
ME
335
McIlrath & Eck
Washington
$7K – – –
NSIM
336
North Star Investment Management
Illinois
$7K +$7K +114 New
TFA
337
Transamerica Financial Advisors
Florida
$6K -$619 -10 -9%
BWM
338
Baystate Wealth Management
Massachusetts
$5K – – –
TC
339
Trust Company
Kansas
$5K – – –
C
340
Covestor
United Kingdom
$5K – – –
AIC
341
Archer Investment Corporation
Indiana
$4.98K – – –
OPW
342
Oxler Private Wealth
New York
$4.52K – – –
MAM
343
Marquette Asset Management
Minnesota
$4K +$4K +67 New
BWL
344
Bogart Wealth LLC
Virginia
$4K +$4K +72 New
HBW
345
Hazlett, Burt & Watson
West Virginia
$3K -$193K -2,896 -98%
CHA
346
Carmichael Hill & Associates
Maryland
$3K – – –
HR
347
Howe & Rusling
New York
$2K – – –
SJIA
348
St. James Investment Advisors
New York
$1K – – –
Qube Research & Technologies (QRT)
349
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1K +12 New
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$173 +$147 +2,239 +560%
11 12 13
14
15