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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
Brookstone Capital Management
Illinois
$88.5M
3
AAS
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
Davidson Capital Management
Texas
$20.2M
4
Bank of America
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
476
Magnolia Capital Advisors
Mississippi
$363K +$363K +4,195 New
CRI
477
Colonial River Investments
Virginia
$361K +$48.5K +560 +16%
AWM
478
Axxcess Wealth Management
California
$361K +$361K +4,168 New
TI
479
Trexquant Investment
Connecticut
$360K +$360K +4,162 New
SFS
480
Stiles Financial Services
Minnesota
$352K -$37.6K -434 -10%
WCG
481
Weaver Consulting Group
California
$348K – – –
SF
482
Synovus Financial
Georgia
$348K +$348K +4,019 New
AB
483
Atlas Brown
Kentucky
$346K +$2.94K +34 +0.9%
ACM
484
Advisors Capital Management
New Jersey
$345K – – –
AQR Capital Management
485
AQR Capital Management
Connecticut
$329K +$5.11K +59 +2%
JIP
486
Jaffetilchin Investment Partners
Florida
$325K -$2.08K -24 -0.6%
PFG
487
Peterson Financial Group
Iowa
$321K +$321K +3,704 New
BOH
488
Bank of Hawaii
Hawaii
$315K – – –
SC
489
Savant Capital
Illinois
$311K +$56.3K +650 +22%
TW
490
TritonPoint Wealth
Maryland
$310K -$88.4K -1,021 -22%
HNWA
491
Henrickson Nauta Wealth Advisors
Michigan
$308K – – –
IIA
492
IPG Investment Advisors
California
$302K +$302K +3,491 New
FWP
493
FAS Wealth Partners
Kansas
$301K +$2.43K +28 +0.8%
TC
494
TownSquare Capital
Utah
$300K -$1.3K -15 -0.4%
AFP
495
Ausdal Financial Partners
Iowa
$300K -$36.5K -421 -11%
TCM
496
TD Capital Management
Tennessee
$300K – – –
RIA
497
Regal Investment Advisors
Michigan
$299K -$3.12K -36 -1%
FTDI
498
First Trust Direct Indexing
Massachusetts
$297K -$14K -162 -5%
GWP
499
Gateway Wealth Partners
Wisconsin
$294K +$25.9K +299 +10%
VCM
500
Vivaldi Capital Management
Illinois
$288K – – –
18 19
20
21 22