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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$400M
2
MCM
2
Mainstay Capital Management
Michigan
$66.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
4
Ameriprise
Minnesota
$94.5M
5
LPL Financial
5
LPL Financial
California
$145M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.07M
2
TC
2
Trilogy Capital
California
$0
3
BC
3
Barnett & Company
Tennessee
$1.98M
4
FC
4
Ferris Capital
Massachusetts
$0
5
FTUS
5
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
26
Planned Solutions
California
$21.2M +$127K +1,713 +0.6%
FMN
27
Financial Management Network
California
$20.2M +$737K +9,848 +4%
PP
28
Prudential plc
United Kingdom
$20.1M +$17.5M +236,900 +680%
BCI
29
Brinker Capital Investments
Pennsylvania
$19.7M -$404K -5,456 -2%
AFG
30
Affinia Financial Group
Massachusetts
$19.7M +$268K +3,556 +1%
BAM
31
Beaumont Asset Management
Texas
$17.9M +$385K +5,196 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$17.1M +$3.17M +42,831 +23%
CAN
33
Cetera Advisor Networks
California
$16.2M +$995K +13,429 +7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$14.9M +$1.37M +18,443 +10%
CI
35
Ceera Investments
Texas
$14.2M +$951K +12,842 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$14M -$612K -8,268 -4%
CFA
37
Cahill Financial Advisors
Minnesota
$13.9M +$971K +13,115 +8%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$13.7M +$1.37M +18,487 +11%
DC
39
Davenport & Co
Virginia
$13.6M +$211K +2,845 +2%
CCM
40
Covington Capital Management
California
$13.6M +$256K +3,456 +2%
FFA
41
First Foundation Advisors
California
$13.5M +$9.8M +132,353 +265%
DAS
42
Dynamic Advisor Solutions
Arizona
$13.1M +$1.11M +15,003 +9%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$12.9M +$9.48M +128,026 +278%
Barclays
44
Barclays
United Kingdom
$12.2M +$8.31M +112,195 +216%
AF
45
Apexium Financial
Texas
$11.5M +$2.79M +37,619 +32%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$11.3M +$478K +6,450 +4%
Citigroup
47
Citigroup
New York
$11M +$2.25M +30,404 +26%
ECA
48
Elevation Capital Advisory
Oregon
$10.9M +$10.9M +146,684 New
PWM
49
Provident Wealth Management
Tennessee
$10.5M +$1.45M +19,606 +16%
UFA
50
US Financial Advisors
Massachusetts
$10.5M -$3.78M -51,059 -27%
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