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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
451
AssetMark Inc
California
$1.2K +$1.2K +15 New
BCMLT
452
Beacon Capital Management LLC (Tennessee)
Tennessee
$718 +$718 +9 New
AFS
453
Annapolis Financial Services
Maryland
$559 +$559 +7 New
MFG
454
Mendota Financial Group
Wisconsin
$399 – – –
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
$122 -$260K -2,135 -100%
TFA
456
Toth Financial Advisory
Virginia
$80 +$80 +1 New
FGAM
457
Financial Gravity Asset Management
Texas
$24 +$24 +300 New
AWM
458
Activest Wealth Management
Florida
– -$14.7M -200,990 Closed
EF
459
Empowered Funds
Pennsylvania
– -$2M -27,049 Closed
KCM
460
KM Capital Management
Texas
– -$804K -10,888 Closed
SFS
461
Sowell Financial Services
Arkansas
– -$248K -3,354 Closed
WAM
462
WNY Asset Management
New York
– -$226K -3,060 Closed
IA
463
IFG Advisory
Georgia
– -$223K -3,016 Closed
Schroder Investment Management Group
464
Schroder Investment Management Group
United Kingdom
– -$162K -2,200 Closed
ASN
465
Advisory Services Network
Georgia
– -$83.1K -1,126 Closed
TWA
466
TCI Wealth Advisors
Arizona
– -$54.4K -737 Closed
TRCT
467
Tower Research Capital (TRC)
New York
– -$50K -676 Closed
AAS
468
Ameritas Advisory Services
Nebraska
– -$44.2K -600 Closed
AWM
469
Accel Wealth Management
Iowa
– -$33.2K -450 Closed
KM
470
Kalos Management
Georgia
– -$14.9K -202 Closed
ONST
471
Old North State Trust
North Carolina
– -$15K -200 Closed
SIS
472
Sound Income Strategies
Florida
– -$11.6K -157 Closed
SCA
473
Stonebridge Capital Advisors
Minnesota
– -$74 -1 Closed
15 16 17 18
19