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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
$18.3M
2
Cerity Partners
Cerity Partners
New York
$19.2M
3
RJA
Raymond James & Associates
Florida
$135M
4
Osaic Holdings
Osaic Holdings
Arizona
$42.7M
5
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$40.7M

Top Sellers

1
LPL Financial
LPL Financial
California
$143M
2
OIA
OneDigital Investment Advisors
Kansas
$80M
3
AWA
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
326
SignatureFD
Georgia
$86.6K +$48.4K +746 +127%
TWM
327
Tradition Wealth Management
Minnesota
$86K – – –
IGWM
328
ICA Group Wealth Management
Colorado
$79K -$156K -2,408 -66%
TAM
329
Tucker Asset Management
Colorado
$77.6K – – –
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$75.7K +$43.2K +666 +133%
TC
331
Truvestments Capital
Florida
$75.3K +$75.3K +1,160 New
BTI
332
Blue Trust Inc
Georgia
$70K – – –
ASN
333
Advisory Services Network
Georgia
$67.1K +$67.1K +1,034 New
CPG
334
Cornerstone Planning Group
New Jersey
$67K +$67K +984 New
RG
335
Retirement Group
California
$67K +$7.39K +113 +12%
TH
336
TCTC Holdings
Texas
$58.7K – – –
CA
337
CoreCap Advisors
Michigan
$57.8K +$57.8K +891 New
RIA
338
Realta Investment Advisors
Delaware
$51.1K -$245K -3,771 -83%
LFG
339
Larson Financial Group
Missouri
$49.7K +$49.7K +765 New
TWA
340
TCI Wealth Advisors
Arizona
$47.8K – – –
ACA
341
Atlas Capital Advisors
Wyoming
$44.9K – – –
AWM
342
Accurate Wealth Management
Florida
$42.5K +$42.5K +624 New
ACP
343
Arcus Capital Partners
Georgia
$38.9K +$38.9K +600 New
BWA
344
BDO Wealth Advisors
Florida
$32.5K – – –
GWS
345
Glassman Wealth Services
Virginia
$31.3K -$1.75K -27 -5%
YDMI
346
Y.D. More Investments
Israel
$29.4K +$29.4K +450 New
AWM
347
Accel Wealth Management
Iowa
$29.2K +$7.08K +109 +32%
HBW
348
Hazlett, Burt & Watson
West Virginia
$27K +$24.1K +371 +824%
SSB
349
Sandy Spring Bank
Maryland
$23.4K +$23.4K +360 New
EWM
350
EPG Wealth Management
Georgia
$22.2K +$260 +4 +1%
12 13
14
15 16