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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 %
AGP
426
Autumn Glory Partners
Texas
$753K +$19.5K +210 +3%
SWA
427
Sax Wealth Advisors
New Jersey
$746K +$2.6K +28 +0.3%
ACA
428
Atlas Capital Advisors
Wyoming
$739K -$58K -625 -7%
FWA
429
FSC Wealth Advisors
New York
$738K +$371 +4 +0.1%
VDBMI
430
Van Den Berg Management I
Texas
$735K -$18.2K -196 -2%
CG
431
Clarus Group
Texas
$726K -$1.39K -15 -0.2%
VR
432
Valued Retirements
Texas
$710K
WCM
433
WealthBridge Capital Management
Ohio
$679K -$4.27K -46 -0.6%
1IA
434
1620 Investment Advisors
Massachusetts
$658K +$80.1K +864 +14%
CPP
435
Capasso Planning Partners
South Carolina
$656K -$259K -2,798 -28%
AWM
436
Accurate Wealth Management
Florida
$644K +$15.3K +168 +2%
RC
437
Randolph Company
Ohio
$641K -$4.08K -44 -0.6%
WPWM
438
Western Pacific Wealth Management
Illinois
$628K +$1.48K +16 +0.2%
3F
439
360 Financial
Minnesota
$608K -$4.08K -44 -0.7%
PGAM
440
Princeton Global Asset Management
New Jersey
$606K +$1.21K +13 +0.2%
FHC
441
First Heartland Consultants
Missouri
$601K -$283K -3,055 -32%
PFBT
442
Parkside Financial Bank & Trust
Missouri
$591K +$591K +6,375 New
MC
443
Moors & Cabot
Massachusetts
$584K +$1.86K +20 +0.3%
SWP
444
Sagespring Wealth Partners
Tennessee
$582K +$582K +6,278 New
SVWAG
445
Sound View Wealth Advisors Group
Georgia
$580K +$649 +7 +0.1%
FSWA
446
Financial Synergies Wealth Advisors
Texas
$579K -$8.35K -90 -1%
SF
447
Synovus Financial
Georgia
$578K -$416K -4,481 -42%
FHA
448
First Horizon Advisors
Tennessee
$577K -$9.64K -104 -2%
AFP
449
Ausdal Financial Partners
Iowa
$575K +$227K +2,444 +65%
PHS
450
Pekin Hardy Strauss
Illinois
$574K +$60.3K +650 +12%