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VanEck Morningstar Wide Moat ETF

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Shares
Change %
MW
401
Members Wealth
Pennsylvania
$979K +$979K +10,683 New
WP
402
WMS Partners
Maryland
$975K +$704K +7,595 +260%
PM
403
Phraction Management
Connecticut
$959K
MWM
404
MGB Wealth Management
Texas
$944K +$271K +2,928 +40%
RFP
405
Root Financial Partners
California
$930K +$35.2K +380 +4%
ACA
406
Ascension Capital Advisors
Texas
$917K -$66.5K -717 -7%
NP
407
Nilsine Partners
Colorado
$908K +$20K +216 +2%
WLPWM
408
Walled Lake Planning & Wealth Management
Illinois
$875K +$82.3K +888 +10%
AIM
409
Anchor Investment Management
South Carolina
$861K +$3.06K +33 +0.4%
BAM
410
Belpointe Asset Management
Nevada
$850K -$220K -2,304 -21%
PMG
411
ProVise Management Group
Florida
$840K -$172K -1,855 -17%
SBWIC
412
Schaper Benz & Wise Investment Counsel
Wisconsin
$835K +$6.03K +65 +0.7%
SC
413
Scotia Capital
Ontario, Canada
$830K -$2.97K -32 -0.4%
KFGK
414
Keystone Financial Group (Kentucky)
Kentucky
$822K +$62.5K +674 +8%
KWM
415
Kaydan Wealth Management
Michigan
$817K
Qube Research & Technologies (QRT)
416
Qube Research & Technologies (QRT)
United Kingdom
$808K -$2.57M -27,714 -76%
LPT
417
Legacy Private Trust
Wisconsin
$801K +$64K +690 +9%
LFG
418
Larson Financial Group
Missouri
$799K -$909K -9,802 -53%
TC
419
Trilogy Capital
California
$791K +$9.64K +104 +1%
RFA
420
Resurgent Financial Advisors
Georgia
$790K -$81K -874 -9%
KWM
421
Kingsview Wealth Management
Oregon
$788K +$110K +1,183 +16%
SFG
422
Sovereign Financial Group
Connecticut
$780K +$22.9K +247 +3%
BI
423
Beckerman Institutional
New Jersey
$779K +$1.76K +19 +0.2%
AWA
424
ARQ Wealth Advisors
Arizona
$770K +$25.8K +278 +3%
FCT
425
First Community Trust
Iowa
$764K -$161K -1,735 -17%