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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
3
Raymond James & Associates
Florida
$116M
4
AWA
4
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$374M
4
Morgan Stanley
4
Morgan Stanley
New York
$297M
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
51
Darrow Company
Massachusetts
$10.7M +$629K +9,868 +6%
MML Investors Services
52
MML Investors Services
Massachusetts
$10.7M +$73.7K +1,156 +0.7%
AWM
53
Activest Wealth Management
Florida
$10.6M +$1.84M +28,935 +21%
AWA
54
Alaska Wealth Advisors
Alaska
$10.6M +$10.6M +165,875 New
Creative Planning
55
Creative Planning
Kansas
$10.2M +$7.47M +117,247 +276%
VWA
56
Visionary Wealth Advisors
Illinois
$10.1M -$206K -3,232 -2%
DAS
57
Dynamic Advisor Solutions
Arizona
$10.1M +$2M +31,390 +25%
SI
58
Stephens Inc
Arkansas
$9.73M +$6.44K +101 +0.1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$9.63M -$5.32M -83,457 -36%
AOG
60
Alpha Omega Group
Virginia
$9.3M +$474K +7,440 +5%
Truist Financial
61
Truist Financial
North Carolina
$9.24M -$289K -4,536 -3%
AA
62
Apriem Advisors
California
$8.61M -$297K -4,663 -3%
ES
63
Eagle Strategies
New York
$8.21M +$1.36M +21,328 +20%
SPIA
64
Steward Partners Investment Advisory
New York
$7.99M -$421K -6,613 -5%
UFA
65
US Financial Advisors
Massachusetts
$7.82M +$125K +1,968 +2%
FSA
66
Financial Sense Advisors
California
$7.52M +$7.52M +118,028 New
CJFS
67
Coulter & Justus Financial Services
Tennessee
$7.28M +$7.28M +114,189 New
AF
68
Apexium Financial
Texas
$7.15M -$3.47M -54,851 -33%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.11M +$70.3K +1,103 +1%
RC
70
Roundview Capital
New Jersey
$6.82M +$454K +7,128 +7%
SPC
71
Sigma Planning Corp
Michigan
$6.4M +$1.21M +19,025 +23%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$6.33M +$490K +7,570 +8%
ACS
73
Archford Capital Strategies
Illinois
$6.26M +$373K +5,853 +6%
GVAG
74
Great Valley Advisor Group
Delaware
$6.25M +$80.1K +1,257 +1%
AIP
75
Ahrens Investment Partners
Louisiana
$5.98M +$290K +4,554 +5%
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3
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