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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$8.45M -$764K -11,024 -8%
PWM
52
Provident Wealth Management
Tennessee
$8.43M +$8.43M +121,621 New
Citigroup
53
Citigroup
New York
$8.16M +$1.26M +18,192 +18%
AF
54
Apexium Financial
Texas
$8.15M +$548K +7,910 +7%
LWM
55
Lionsbridge Wealth Management
Florida
$8M +$401K +5,785 +5%
LFAS
56
Level Four Advisory Services
Texas
$7.36M +$392K +5,653 +6%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.85M -$197K -2,838 -3%
AIP
58
Ahrens Investment Partners
Louisiana
$6.53M -$849K -12,258 -12%
BC
59
Barnett & Company
Tennessee
$6.49M +$442K +6,373 +7%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$6.47M +$1.93M +27,916 +43%
SEEDPG
61
S.E.E.D. Planning Group
New York
$6.36M +$1.09M +15,745 +21%
Stifel Financial
62
Stifel Financial
Missouri
$6.18M -$622K -8,981 -9%
Cerity Partners
63
Cerity Partners
New York
$6.09M – – –
SPIA
64
Steward Partners Investment Advisory
New York
$5.87M +$911K +13,146 +18%
US Bancorp
65
US Bancorp
Minnesota
$5.69M +$3.53M +51,012 +164%
FS
66
Ferguson Shapiro
Georgia
$5.66M +$5.66M +81,753 New
FTUS
67
Flow Traders U.S.
New York
$5.54M +$4.52M +65,232 +445%
HighTower Advisors
68
HighTower Advisors
Illinois
$5.51M +$5.51M +79,584 New
DP
69
Denver PWM
Colorado
$5.38M -$198K -3,628 -4%
ACS
70
Archford Capital Strategies
Illinois
$5.16M +$461K +6,410 +10%
Goldman Sachs
71
Goldman Sachs
New York
$5.07M +$1.82M +26,327 +56%
AWM
72
Activest Wealth Management
Florida
$5.05M +$5.05M +72,897 New
FC
73
Ferris Capital
Massachusetts
$4.9M +$2.91M +41,982 +146%
AI
74
Atria Investments
North Carolina
$4.81M +$583K +8,412 +14%
SPC
75
Sigma Planning Corp
Michigan
$4.67M -$36.4K -526 -0.8%
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