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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$61.8M 666,851 -72,633 -10%
ERFOTCOFW
27
Employees Retirement Fund of the City of Fort Worth
Texas
$61.4M 661,874 – –
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$55.4M 597,826 +30,953 +5%
SWA
29
SFMG Wealth Advisors
Texas
$54.1M 583,516 -237 -0%
AF
30
Apexium Financial
Texas
$53.5M 576,735 +19,388 +3%
VCM
31
Verde Capital Management
Michigan
$52.6M 567,460 +1,535 +0.3%
WMWM
32
Whitaker-Myers Wealth Managers
Ohio
$51.7M 557,736 +34,389 +7%
TI
33
TTP Investments
California
$49.7M 536,118 +13,625 +3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$49.5M 533,907 -12,630 -2%
KLI
35
Kelman-Lazarov Inc
Tennessee
$48.7M 525,528 -22,465 -4%
RCG
36
Regatta Capital Group
California
$48.6M 524,562 +15,373 +3%
PAG
37
Private Advisor Group
New Jersey
$48.6M 524,467 -36,072 -6%
Stifel Financial
38
Stifel Financial
Missouri
$46.6M 502,251 +43,580 +10%
FMN
39
Financial Management Network
California
$46.1M 497,594 +9,343 +2%
CI
40
Ceera Investments
Texas
$45.3M 488,039 +22,565 +5%
FIBT
41
First International Bank & Trust
North Dakota
$45.1M 486,209 +18,984 +4%
TWM
42
Tanager Wealth Management
United Kingdom
$44.4M 478,593 +32,327 +7%
LS
43
Leelyn Smith
Illinois
$43M 463,291 +15,999 +4%
CFA
44
Cahill Financial Advisors
Minnesota
$42.6M 459,778 +4,256 +0.9%
SI
45
Stephens Inc
Arkansas
$37.8M 407,723 -2,004 -0.5%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$37M 400,000 -28,900 -7%
HG
47
Harbor Group
New Hampshire
$35.4M 381,873 +13,423 +4%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$35.1M 378,586 -206,136 -35%
SAM
49
Summit Asset Management
Tennessee
$34M 367,160 +15,140 +4%
GCM
50
G2 Capital Management
Ohio
$32.9M 354,979 +7,619 +2%
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