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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.

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
1
Prudential plc
United Kingdom
$31.9M
2
AF
2
Apexium Financial
Texas
$23.2M
3
AWM
3
Activest Wealth Management
Florida
$21.5M
4
FFA
4
First Foundation Advisors
California
$23.5M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
2
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
5
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
– -$14.1M -213,690 Closed
SFS
352
Sowell Financial Services
Arkansas
– -$5.75M -147,306 Closed
FAIM
353
Financial Advocates Investment Management
Washington
– -$2.17M -34,084 Closed
MFG
354
Monumental Financial Group
Maryland
– -$1.55M -24,278 Closed
CF
355
Clarity Financial
Texas
– -$591K -9,270 Closed
MWM
356
Modera Wealth Management
New Jersey
– -$272K -4,271 Closed
RL
357
Retireful LLC
Michigan
– -$254K -3,991 Closed
LWAC
358
Laurel Wealth Advisors (California)
California
– -$236K -3,709 Closed
DL
359
DOHJ LLC
Washington
– -$211K -3,310 Closed
PAS
360
Park Avenue Securities
New York
– -$208K -3,258 Closed
AGA
361
Accuvest Global Advisors
Utah
– -$208K -3,257 Closed
VFPI
362
Vantage Financial Partners (Illinois)
Illinois
– -$207K -3,250 Closed
FWM
363
Fairhaven Wealth Management
Illinois
– -$207K -3,248 Closed
VVP
364
Venture Visionary Partners
Ohio
– -$160K -2,514 Closed
ST
365
Sageworth Trust
Pennsylvania
– -$138K -2,164 Closed
JAWM
366
J. Arnold Wealth Management
Ohio
– -$65K -1,019 Closed
HWA
367
Heritage Wealth Advisors
Virginia
– -$30K -468 Closed
FBT
368
First Bank & Trust
South Dakota
– -$29K -458 Closed
GLLW
369
Graves Light Lenhart Wealth
Virginia
– -$25K -398 Closed
COCM
370
Charter Oak Capital Management
New Hampshire
– -$8K -122 Closed
MAM
371
Meeder Asset Management
Ohio
– -$5K -85 Closed
LF
372
Lee Financial
Texas
– -$3K -51 Closed
CWP
373
Concord Wealth Partners
Virginia
– -$3K -50 Closed
CA
374
CoreCap Advisors
Michigan
– -$3K -46 Closed
11 12 13 14
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