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VanEck Morningstar Wide Moat ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.37%
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
Name Holding Trade Value Shares
Change
Shares
Change %
PA
476
PFG Advisors
Arizona
$482K +$79.6K +859 +20%
ADL
477
Asset Dedication LLC
California
$481K
SL
478
SWMG LLC
Texas
$478K +$2.39K +25 +0.5%
FC
479
Fairscale Capital
New Hampshire
$475K
NFSG
480
Newbridge Financial Services Group
Florida
$473K -$8.81K -95 -2%
DFA
481
DHJJ Financial Advisors
Illinois
$471K -$38.8K -419 -8%
QEI
482
QSV Equity Investors
Illinois
$464K -$9.27K -100 -2%
PTC
483
Private Trust Company
Ohio
$460K -$91K -981 -17%
BWM
484
Blossom Wealth Management
California
$458K +$19.4K +209 +4%
CFS
485
Commonwealth Financial Services
West Virginia
$457K +$32.3K +348 +8%
MCC
486
Money Concepts Capital
Florida
$451K -$81.4K -878 -15%
DAS
487
Diversify Advisory Services
Utah
$451K +$451K +4,950 New
PW
488
Peninsula Wealth
California
$449K -$135K -1,454 -23%
ACM
489
Advisors Capital Management
New Jersey
$442K +$72K +776 +19%
MWM
490
Merriman Wealth Management
Washington
$440K
FWP
491
FAS Wealth Partners
Kansas
$438K +$30.6K +330 +8%
IF
492
Intrua Financial
Texas
$435K -$21.1K -227 -5%
CG
493
CFO4Life Group
Texas
$434K +$2.6K +28 +0.6%
BW
494
BXM Wealth
Colorado
$434K +$434K +4,684 New
STCOSD
495
Sageworth Trust Company of South Dakota
South Dakota
$434K
HT
496
Headlands Technologies
Illinois
$432K +$432K +4,662 New
WF
497
Welch & Forbes
Massachusetts
$432K
IWM
498
Iams Wealth Management
Nebraska
$430K -$103K -1,112 -19%
FPAS
499
Focus Partners Advisor Solutions
Missouri
$421K -$1.58K -17 -0.4%
LC
500
Landaas & Company
Wisconsin
$417K -$111K -1,200 -21%