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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.43B invested in VanEck Morningstar Wide Moat ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.48%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.76%
New
36
Increased
151
Reduced
109
Closed
33
Calls
$224K
Puts
$560K
Net Calls
-$336K
Net Calls Change
+$129K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.5M
2
GM
2
GeoWealth Management
Illinois
$28.7M
3
PI
3
PFS Investments
Georgia
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$360M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FFC
2
Fure Financial Corporation
Minnesota
$0
3
FSA
3
Financial Services Advisory
Maryland
$9.03M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
5
FSA
5
Financial Sense Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Apexium Financial
Texas
$12.7M +$14.2K +187 +0.1%
MML Investors Services
52
MML Investors Services
Massachusetts
$12.4M -$7.5M -100,455 -38%
VWA
53
Visionary Wealth Advisors
Illinois
$12.1M +$406K +5,433 +3%
DC
54
Darrow Company
Massachusetts
$11.8M +$329K +4,408 +3%
SI
55
Stephens Inc
Arkansas
$11.4M +$260K +3,475 +2%
PWM
56
Provident Wealth Management
Tennessee
$11.4M +$59.2K +793 +0.5%
Truist Financial
57
Truist Financial
North Carolina
$11.2M -$170K -2,280 -2%
AA
58
Apriem Advisors
California
$10.4M +$177K +2,365 +2%
WAM
59
WNY Asset Management
New York
$10.4M -$63.8K -853 -0.6%
AOG
60
Alpha Omega Group
Virginia
$10.3M +$384K +5,135 +4%
AWM
61
Activest Wealth Management
Florida
$10.3M -$755K -10,102 -7%
SPIA
62
Steward Partners Investment Advisory
New York
$9.86M +$124K +1,660 +1%
LWM
63
Lionsbridge Wealth Management
Florida
$9.57M -$431K -5,776 -4%
DAS
64
Dynamic Advisor Solutions
Arizona
$9.51M -$3.55M -47,467 -27%
ZIG
65
Zurich Insurance Group
Switzerland
$9.39M -$219K -2,927 -2%
FSA
66
Financial Services Advisory
Maryland
$9.03M -$13.1M -175,770 -59%
UFA
67
US Financial Advisors
Massachusetts
$9.02M -$2.08M -27,870 -19%
FC
68
Ferris Capital
Massachusetts
$8.44M +$285K +3,821 +3%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.25M +$266K +3,565 +3%
ES
70
Eagle Strategies
New York
$8.03M +$1.93M +25,868 +32%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$7.49M -$2.76M -36,932 -27%
RC
72
Roundview Capital
New Jersey
$7.46M +$904K +12,103 +14%
GVAG
73
Great Valley Advisor Group
Delaware
$7.23M +$155K +2,069 +2%
MCM
74
MAI Capital Management
Ohio
$7.07M +$1.78M +23,773 +34%
DP
75
Denver PWM
Colorado
$6.91M +$126K +1,675 +2%
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3
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