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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
3
Raymond James & Associates
Florida
$116M
4
AWA
4
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$374M
4
Morgan Stanley
4
Morgan Stanley
New York
$297M
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QA
26
Quantitative Advantage
Minnesota
$20.9M +$415K +6,517 +2%
FMN
27
Financial Management Network
California
$20.7M +$1.42M +22,065 +7%
CFA
28
Cahill Financial Advisors
Minnesota
$20.1M +$1.85M +28,979 +10%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$19.8M +$746K +11,700 +4%
AFG
30
Affinia Financial Group
Massachusetts
$19M +$260K +3,935 +1%
PS
31
Planned Solutions
California
$19M +$447K +7,014 +2%
BAM
32
Beaumont Asset Management
Texas
$18.7M +$948K +14,870 +5%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$18.1M +$1.91M +30,000 +12%
GCM
34
G2 Capital Management
Ohio
$17.6M -$873K -13,701 -5%
Stifel Financial
35
Stifel Financial
Missouri
$17.3M +$4.77M +74,818 +38%
HighTower Advisors
36
HighTower Advisors
Illinois
$17.1M +$63K +988 +0.4%
RCG
37
Regatta Capital Group
California
$16.9M +$12K +188 +0.1%
CI
38
Ceera Investments
Texas
$16.5M +$1.38M +21,715 +9%
PAG
39
Private Advisor Group
New Jersey
$16M +$2.49M +39,059 +18%
PI
40
PFS Investments
Georgia
$15.5M +$819K +12,857 +6%
SAF
41
Smith Anglin Financial
Texas
$15.2M -$2.09M -32,803 -12%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$15M +$888K +13,935 +6%
LFAS
43
Level Four Advisory Services
Texas
$14.3M +$756K +11,856 +6%
FFA
44
First Foundation Advisors
California
$14.2M +$416K +6,535 +3%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$14.1M +$2.42M +36,576 +21%
CCM
46
Covington Capital Management
California
$12.9M -$40.7K -638 -0.3%
SAM
47
Summit Asset Management
Tennessee
$12.1M +$8.16M +127,998 +207%
DC
48
Davenport & Co
Virginia
$11.3M +$75.8K +1,190 +0.7%
PWM
49
Provident Wealth Management
Tennessee
$11.3M +$1.58M +24,860 +16%
ZIG
50
Zurich Insurance Group
Switzerland
$11M +$3.03M +47,470 +38%
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