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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$31.9M
2
AF
2
Apexium Financial
Texas
$23.2M
3
AWM
3
Activest Wealth Management
Florida
$21.5M
4
FFA
4
First Foundation Advisors
California
$23.5M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
2
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
5
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Apexium Financial
Texas
$23.2M +$16.4M +273,498 +242%
BFS
27
Bard Financial Services
Connecticut
$22.2M +$506K +8,440 +2%
FMN
28
Financial Management Network
California
$22M +$1.31M +20,417 +6%
AWM
29
Activest Wealth Management
Florida
$21.5M +$11.5M +192,003 +115%
CFA
30
Cahill Financial Advisors
Minnesota
$21.3M +$2.37M +39,553 +13%
Stifel Financial
31
Stifel Financial
Missouri
$20.2M +$3.96M +66,049 +24%
QA
32
Quantitative Advantage
Minnesota
$19.9M +$200K +3,337 +1%
LS
33
Leelyn Smith
Illinois
$19.9M -$2.03M -33,800 -9%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$18.7M +$60K +1,001 +0.3%
BAM
35
Beaumont Asset Management
Texas
$18.4M +$803K +13,390 +5%
PS
36
Planned Solutions
California
$18.2M +$354K +5,900 +2%
RCG
37
Regatta Capital Group
California
$17.8M +$889K +13,948 +5%
WIM
38
WealthPlan Investment Management
Nebraska
$17.4M +$17.4M +259,760 New
Mirae Asset Global Investments
39
Mirae Asset Global Investments
South Korea
$17.2M – – –
GCM
40
G2 Capital Management
Ohio
$16.9M +$257K +4,279 +2%
PAG
41
Private Advisor Group
New Jersey
$16.2M +$1.15M +19,179 +8%
CI
42
Ceera Investments
Texas
$16.2M +$667K +11,121 +4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$16.1M +$1.96M +32,752 +14%
HighTower Advisors
44
HighTower Advisors
Illinois
$15.1M -$1.02M -16,962 -6%
SAF
45
Smith Anglin Financial
Texas
$15.1M +$714K +11,899 +5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$13.9M +$4.83M +80,527 +53%
LFAS
47
Level Four Advisory Services
Texas
$13.7M +$235K +3,925 +2%
SAM
48
Summit Asset Management
Tennessee
$13.6M +$2.19M +36,530 +19%
CCM
49
Covington Capital Management
California
$12.4M +$236K +3,935 +2%
PWM
50
Provident Wealth Management
Tennessee
$11.9M +$1.3M +21,736 +12%
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