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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
First Foundation Advisors
California
$91.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$782M
2
PP
Prudential plc
United Kingdom
$2.48M
3
GM
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
351
Concord Wealth Partners
Virginia
$1.22M +$117K +1,305 +11%
FIA
352
Foundations Investment Advisors
Arizona
$1.22M +$895K +9,960 +274%
AL
353
Aspiriant LLC
California
$1.21M +$430K +4,785 +55%
KCFA
354
Key Client Fiduciary Advisors
New Jersey
$1.19M +$485K +5,394 +69%
KTM
355
Keeler Thomas Management
Utah
$1.18M +$256K +2,843 +28%
EFA
356
Edge Financial Advisors
Illinois
$1.17M +$1.17M +13,018 New
PWP
357
Principle Wealth Partners
Connecticut
$1.17M -$7.55K -84 -0.6%
BWP
358
Balboa Wealth Partners
Arizona
$1.16M +$703K +7,818 +153%
WF
359
Warner Financial
Maryland
$1.14M +$81.6K +908 +8%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$1.13M +$141K +1,574 +14%
KWA
361
Kingswood Wealth Advisors
California
$1.12M +$67.9K +755 +6%
WTC
362
WhitTier Trust Company
Nevada
$1.11M – – –
SFPG
363
Stonebridge Financial Planning Group
Florida
$1.09M +$313K +3,480 +40%
NP
364
Nilsine Partners
Colorado
$1.08M +$225K +2,501 +26%
IGWM
365
ICA Group Wealth Management
Colorado
$1.08M +$353K +3,928 +49%
HVP
366
Hudson Value Partners
Florida
$1.08M +$116K +1,288 +12%
HBW
367
Hazlett, Burt & Watson
West Virginia
$1.07M +$41.9K +468 +4%
LFG
368
Larson Financial Group
Missouri
$1.07M -$73.8K -821 -6%
PMG
369
ProVise Management Group
Florida
$1.06M -$21.5K -239 -2%
TSS
370
Two Sigma Securities
New York
$1.05M +$1.05M +11,722 New
VDBMI
371
Van Den Berg Management I
Texas
$1.05M -$54.2K -603 -5%
PA
372
PSI Advisors
Florida
$1.02M +$312K +3,476 +44%
SL
373
Sentinus LLC
Illinois
$1.01M +$1.01M +11,285 New
RCM
374
Rain Capital Management
Oregon
$1.01M +$1.01M +11,276 New
IC
375
IEQ Capital
California
$1.01M – – –
13 14
15
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