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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
+$59.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$47.9M
3
AAS
Avantax Advisory Services
Texas
+$38.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
+$30.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25.3M
4
PAG
Private Advisor Group
New Jersey
-$19.3M
5
UBS Group
UBS Group
Switzerland
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
351
US Bancorp
Minnesota
$1.47M -$97.8K -1,009 -6%
DWM
352
Defined Wealth Management
Oregon
$1.42M -$10.4K -107 -0.7%
CIBC World Market
353
CIBC World Market
Ontario, Canada
$1.4M +$959K +9,890 +218%
HP
354
Holistic Planning
Texas
$1.39M -$814K -8,400 -37%
HF
355
HRT Financial
New York
$1.39M -$2.57M -26,514 -65%
AWM
356
Able Wealth Management
New Jersey
$1.38M +$1.38M +14,191 New
MMM
357
Mendel Money Management
Illinois
$1.37M +$1.07M +11,068 +366%
STA
358
Smith Thornton Advisors
Alabama
$1.34M +$53.3K +550 +4%
Brown Advisory
359
Brown Advisory
Maryland
$1.34M +$97 +1 +0%
HVP
360
Hudson Value Partners
Florida
$1.32M +$78.3K +808 +6%
UAG
361
United Advisor Group
Ohio
$1.31M +$491K +5,062 +60%
WF
362
Warner Financial
Maryland
$1.22M – – –
MAG
363
M3 Advisory Group
Massachusetts
$1.22M +$104K +1,068 +9%
LSA
364
L & S Advisors
California
$1.2M +$486K +5,015 +68%
WTC
365
WhitTier Trust Company
Nevada
$1.19M – – –
PWP
366
Principle Wealth Partners
Connecticut
$1.19M -$37.7K -389 -3%
SC
367
Soundwatch Capital
Connecticut
$1.18M +$1.18M +12,196 New
TPCW
368
TD Private Client Wealth
New York
$1.15M +$102K +1,048 +10%
Citadel Advisors
369
Citadel Advisors
Florida
$1.13M -$1.37M -14,159 -55%
PI
370
PFG Investments
New York
$1.13M -$24.5K -253 -2%
CWP
371
Concord Wealth Partners
Virginia
$1.12M -$268K -2,764 -19%
SIS
372
Strategic Investment Solutions
Illinois
$1.1M +$488K +5,035 +80%
IC
373
IEQ Capital
California
$1.09M – – –
BAM
374
Belpointe Asset Management
Nevada
$1.09M +$323K +3,336 +42%
SL
375
Sentinus LLC
Illinois
$1.08M -$9.4K -97 -0.9%
13 14
15
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