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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
+$102M
2
Bank of America
Bank of America
North Carolina
+$78.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$78.2M
4
Morgan Stanley
Morgan Stanley
New York
+$58.8M
5
OWP
Obermeyer Wealth Partners
Colorado
+$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
-$14.7M
2
PP
Prudential plc
United Kingdom
-$13.5M
3
OIA
OneDigital Investment Advisors
Kansas
-$10.1M
4
CWM
Cornerstone Wealth Management
Missouri
-$4.05M
5
WP
WealthPLAN Partners
Nebraska
-$2.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
326
Brighton Jones LLC
Washington
$438K -$13.7K -172 -3%
YIH
327
Y-Intercept (HK)
Hong Kong
$428K +$428K +5,360 New
OWA
328
Opal Wealth Advisors
New York
$415K +$147K +1,843 +55%
ADL
329
Asset Dedication LLC
California
$412K – – –
IAS
330
Insigneo Advisory Services
Florida
$407K +$407K +5,102 New
SFS
331
Stiles Financial Services
Minnesota
$397K – – –
CA
332
Crewe Advisors
Utah
$383K -$95.3K -1,194 -20%
WF
333
Welch & Forbes
Massachusetts
$381K – – –
AL
334
Aspiriant LLC
California
$379K +$379K +4,755 New
MWM
335
Merriman Wealth Management
Washington
$379K +$379K +4,748 New
SL
336
SWMG LLC
Texas
$376K -$52.4K -657 -12%
STCOSD
337
Sageworth Trust Company of South Dakota
South Dakota
$373K – – –
SBIA
338
Sheaff Brock Investment Advisors
Indiana
$373K +$373K +4,673 New
CA
339
Continuum Advisory
Idaho
$370K -$14.7K -184 -4%
FWM
340
Fairhaven Wealth Management
Illinois
$368K +$368K +4,609 New
FHA
341
Flagship Harbor Advisors
Massachusetts
$366K +$46.4K +581 +14%
DFA
342
DHJJ Financial Advisors
Illinois
$366K +$17.6K +220 +5%
FPAS
343
Focus Partners Advisor Solutions
Missouri
$362K -$4.63K -58 -1%
WCM
344
WealthBridge Capital Management
Ohio
$358K +$358K +4,487 New
PIA
345
Perennial Investment Advisors
California
$354K +$105K +1,320 +42%
SSWM
346
Sheets Smith Wealth Management
North Carolina
$344K +$344K +4,308 New
IWC
347
Integrated Wealth Concepts
Massachusetts
$339K -$958 -12 -0.3%
JIP
348
Jaffetilchin Investment Partners
Florida
$332K -$691K -8,656 -68%
GS
349
GTS Securities
New York
$331K +$331K +4,149 New
CIBC World Market
350
CIBC World Market
Ontario, Canada
$322K – – –
12 13
14
15 16