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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SCM
576
Saxony Capital Management
Missouri
$202K +$202K +2,087 New
FAM
577
Family Asset Management
South Carolina
$194K – – –
PA
578
Parallel Advisors
California
$188K – – –
Optiver Holding
579
Optiver Holding
Netherlands
$185K +$185K +1,904 New
LWA
580
Lowe Wealth Advisors
Maryland
$182K +$3.39K +35 +2%
PFA
581
Pathway Financial Advisers
Indiana
$176K +$1.26K +13 +0.7%
RIL
582
Rothschild Investment LLC
Illinois
$168K – – –
HNB
583
Huntington National Bank
Ohio
$164K -$133K – –
CT
584
Coastline Trust
Rhode Island
$146K +$146K +1,506 New
JFGIW
585
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K – – –
WI
586
Wintrust Investments
Illinois
$142K -$1.24M -12,820 -90%
BlackRock
587
BlackRock
New York
$121K – – –
PAI
588
Pittenger & Anderson Inc
Nebraska
$116K – – –
IWP
589
IAG Wealth Partners
Wisconsin
$115K -$95.8K -988 -45%
NP
590
NorthRock Partners
Minnesota
$113K – – –
TRCT
591
Tower Research Capital (TRC)
New York
$105K -$4.01M -41,391 -97%
FPB
592
First PREMIER Bank
South Dakota
$103K – – –
VWM
593
Venturi Wealth Management
Texas
$88.9K -$2.62K -27 -3%
TH
594
TCTC Holdings
Texas
$87.7K – – –
FFL
595
Financial Freedom LLC
Ohio
$86.2K – – –
EWM
596
EPG Wealth Management
Georgia
$81.9K +$81.9K +845 New
CT
597
Colonial Trust
South Carolina
$81.1K – – –
FFA
598
Founders Financial Alliance
North Carolina
$80.7K – – –
AFS
599
Annapolis Financial Services
Maryland
$78.7K – – –
CAL
600
Capital Analysts LLC
Pennsylvania
$78K -$170K -1,754 -69%
22 23
24
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