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VanEck Morningstar Wide Moat ETF

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
51
Apexium Financial
Texas
$12.8M +$81.7K +1,073 +0.6%
Stifel Financial
52
Stifel Financial
Missouri
$12.3M +$3.9M +51,219 +46%
VWA
53
Visionary Wealth Advisors
Illinois
$11.9M +$560K +7,357 +5%
DC
54
Darrow Company
Massachusetts
$11.7M +$11.7M +154,037 New
Truist Financial
55
Truist Financial
North Carolina
$11.6M +$687K +9,022 +6%
PWM
56
Provident Wealth Management
Tennessee
$11.5M +$577K +7,579 +5%
SI
57
Stephens Inc
Arkansas
$11.3M +$269K +3,530 +2%
UFA
58
US Financial Advisors
Massachusetts
$11.3M +$464K +6,096 +4%
AWM
59
Activest Wealth Management
Florida
$11.2M +$989K +12,994 +10%
WAM
60
WNY Asset Management
New York
$10.7M +$126K +1,651 +1%
AA
61
Apriem Advisors
California
$10.5M -$12.9K -170 -0.1%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$10.4M +$256K +3,369 +3%
LWM
63
Lionsbridge Wealth Management
Florida
$10.2M +$7.23K +95 +0.1%
AOG
64
Alpha Omega Group
Virginia
$10.1M +$240K +3,156 +2%
FSA
65
Financial Sense Advisors
California
$10.1M +$10.1M +132,331 New
SPIA
66
Steward Partners Investment Advisory
New York
$9.92M +$213K +2,804 +2%
ZIG
67
Zurich Insurance Group
Switzerland
$9.81M -$296K -3,878 -3%
CJFS
68
Coulter & Justus Financial Services
Tennessee
$9.19M +$9.19M +120,797 New
FC
69
Ferris Capital
Massachusetts
$8.31M +$212K +2,782 +3%
FA
70
Fermata Advisors
California
$8.2M +$1.1M +14,394 +15%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13M +$3.35K +44 +0%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$7.62M +$194K +2,550 +3%
Betterment LLC
73
Betterment LLC
New York
$7.56M +$1.04M +13,617 +16%
SEEDPG
74
S.E.E.D. Planning Group
New York
$7.45M -$1.36M -17,826 -15%
GVAG
75
Great Valley Advisor Group
Delaware
$7.21M +$515K +6,761 +8%