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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 %
JIC
501
Johnson Investment Counsel
Ohio
$284K +$86.6K +1,000 +44%
AWM
502
Ameliora Wealth Management
Switzerland
$281K – – –
WCM
503
Westend Capital Management
California
$281K -$14.2K -166 -5%
CA
504
Crewe Advisors
Utah
$279K +$38.9K +449 +16%
VPP
505
Vertex Planning Partners
Illinois
$278K – – –
FWM
506
Fairhaven Wealth Management
Illinois
$275K +$2.17K +25 +0.8%
BC
507
Barnett & Company
Tennessee
$274K -$5.46K -63 -2%
AWA
508
Arkadios Wealth Advisors
Georgia
$273K +$273K +3,156 New
MCP
509
Mirador Capital Partners
California
$272K – – –
ESB
510
Essex Savings Bank
Connecticut
$270K -$12.7K -147 -4%
HW
511
Hancock Whitney
Mississippi
$268K – – –
MOS
512
MGO One Seven
Ohio
$267K +$267K +3,088 New
MMM
513
Mendel Money Management
Illinois
$262K +$29.4K +339 +13%
RFN
514
Redwood Financial Network
Ohio
$257K -$73.5K -849 -22%
OCM
515
One Capital Management
California
$256K -$8.83K -102 -3%
PCS
516
Private Client Services
Kentucky
$251K +$16.6K +192 +7%
Fisher Asset Management
517
Fisher Asset Management
Washington
$251K +$251K +2,898 New
SAW
518
Signal Advisors Wealth
Michigan
$247K -$4.74M -54,732 -95%
MIM
519
Miller Investment Management
Pennsylvania
$243K – – –
PAS
520
Park Avenue Securities
New York
$242K +$6.84K +79 +3%
SIM
521
Seaview Investment Managers
Florida
$239K -$6.06K -70 -2%
BWA
522
Burt Wealth Advisors
Maryland
$239K – – –
RWA
523
Redhawk Wealth Advisors
Minnesota
$239K -$20.4M -235,169 -99%
VA
524
Valmark Advisers
Ohio
$236K -$99.1K -1,144 -30%
GJIA
525
Glass Jacobson Investment Advisors
Maryland
$234K +$40.9K +472 +21%
19 20
21
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