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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 %
Tudor Investment Corp
676
Tudor Investment Corp
Connecticut
– -$654K -7,550 Closed
LSPW
677
Lake Street Private Wealth
Illinois
– -$633K -7,309 Closed
AMBIA
678
Allen Mooney & Barnes Investment Advisors
Georgia
– -$527K -6,089 Closed
ZIMP
679
Zimmermann Investment Management & Planning
Pennsylvania
– -$491K -5,674 Closed
BJL
680
Brighton Jones LLC
Washington
– -$468K -5,408 Closed
MA
681
Marquette Associates
Illinois
– -$413K -4,770 Closed
TI
682
Trexquant Investment
Connecticut
– -$360K -4,162 Closed
RFN
683
Redwood Financial Network
Ohio
– -$257K -2,966 Closed
Fisher Asset Management
684
Fisher Asset Management
Washington
– -$251K -2,898 Closed
SAM
685
SP Asset Management
California
– -$219K -2,525 Closed
VVP
686
Venture Visionary Partners
Ohio
– -$218K -2,514 Closed
AG
687
Advocate Group
Minnesota
– -$207K -2,387 Closed
IA
688
IFG Advisory
Georgia
– -$206K -2,383 Closed
CAM
689
Clarity Asset Management
Iowa
– -$196K -2,257 Closed
LIA
690
Lynx Investment Advisory
District of Columbia
– -$172K -1,989 Closed
SA
691
Scarborough Advisors
Maryland
– -$75.5K -872 Closed
WIA
692
Wetzel Investment Advisors
Indiana
– -$77K -856 Closed
Simplex Trading
693
Simplex Trading
Illinois
– -$58K -676 Closed
PB
694
Pinnacle Bancorp
Nebraska
– -$58.2K -672 Closed
TSWM
695
Tyler-Stone Wealth Management
Ohio
– -$43.3K -500 Closed
MG
696
Mather Group
Illinois
– -$32K -356 Closed
VAG
697
VisionPoint Advisory Group
Texas
– -$22.3K -257 Closed
CP
698
Camelot Portfolios
Ohio
– -$17.3K -200 Closed
TWP
699
Triad Wealth Partners
Kansas
– -$11.6K -134 Closed
IRC
700
Investors Research Corp
Georgia
– -$10K -116 Closed
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