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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$71.3M 735,646 +394,658 +116%
MIS
27
Morningstar Investment Services
Illinois
$66.6M 687,188 -19,168 -3%
ERFOTCOFW
28
Employees Retirement Fund of the City of Fort Worth
Texas
$64.2M 661,874 – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$56.7M 584,722 -9,800 -2%
SWA
30
SFMG Wealth Advisors
Texas
$56.6M 583,753 +5,726 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$55M 566,873 -138,923 -20%
VCM
32
Verde Capital Management
Michigan
$54.9M 565,925 -24,419 -4%
PAG
33
Private Advisor Group
New Jersey
$54.3M 560,539 -199,541 -26%
AF
34
Apexium Financial
Texas
$54M 557,347 +39,882 +8%
KLI
35
Kelman-Lazarov Inc
Tennessee
$53.1M 547,993 +6,582 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$53M 546,537 -150,636 -22%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$50.7M 523,347 +11,494 +2%
TI
38
TTP Investments
California
$50.7M 522,493 +50,459 +11%
RCG
39
Regatta Capital Group
California
$49.4M 509,189 +50,738 +11%
AllianceBernstein
40
AllianceBernstein
Tennessee
$47.9M 494,131 +494,131 New
FMN
41
Financial Management Network
California
$46.9M 488,251 +15,757 +3%
FIBT
42
First International Bank & Trust
North Dakota
$45.3M 467,225 +1,187 +0.3%
CI
43
Ceera Investments
Texas
$45.1M 465,474 +11,707 +3%
OCBCO
44
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45M 464,176 -106,699 -19%
Stifel Financial
45
Stifel Financial
Missouri
$44.5M 458,671 +21,551 +5%
CFA
46
Cahill Financial Advisors
Minnesota
$44.2M 455,522 -39,694 -8%
LS
47
Leelyn Smith
Illinois
$43.4M 447,292 +7,249 +2%
TWM
48
Tanager Wealth Management
United Kingdom
$43.3M 446,266 +3,165 +0.7%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$41.5M 428,900 +2,900 +0.7%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$40.7M 420,321 +253,366 +152%
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