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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$31.9M
2
AF
2
Apexium Financial
Texas
$23.2M
3
AWM
3
Activest Wealth Management
Florida
$21.5M
4
FFA
4
First Foundation Advisors
California
$23.5M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
2
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
5
Creative Planning
Kansas
$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Alaska Wealth Advisors
Alaska
$11.1M +$1.12M +18,752 +11%
DC
52
Davenport & Co
Virginia
$10.9M +$233K +3,890 +2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$10M +$4.18M +69,607 +71%
VWA
54
Visionary Wealth Advisors
Illinois
$9.94M +$409K +6,826 +4%
DAS
55
Dynamic Advisor Solutions
Arizona
$9.66M +$138K +2,304 +1%
DC
56
Darrow Company
Massachusetts
$9.42M -$680K -11,332 -7%
MML Investors Services
57
MML Investors Services
Massachusetts
$9.39M -$637K -10,618 -6%
SI
58
Stephens Inc
Arkansas
$9.39M +$231K +3,853 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$9.08M +$1.56M +25,943 +21%
Truist Financial
60
Truist Financial
North Carolina
$8.77M +$73.7K +1,229 +0.8%
AA
61
Apriem Advisors
California
$8.09M -$19.1K -318 -0.2%
ES
62
Eagle Strategies
New York
$7.98M +$254K +4,229 +3%
UFA
63
US Financial Advisors
Massachusetts
$7.96M +$599K +9,978 +8%
AOG
64
Alpha Omega Group
Virginia
$7.39M -$1.36M -22,741 -16%
SPC
65
Sigma Planning Corp
Michigan
$7.21M +$1.19M +19,825 +20%
ZIG
66
Zurich Insurance Group
Switzerland
$7.17M -$3.12M -52,530 -30%
BFA
67
Buttonwood Financial Advisors
Maryland
$7.07M +$1.59M +26,334 +29%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.9M +$214K +3,565 +3%
RC
69
Roundview Capital
New Jersey
$6.84M +$416K +6,934 +6%
FSA
70
Financial Sense Advisors
California
$6.79M -$293K -4,877 -4%
CJFS
71
Coulter & Justus Financial Services
Tennessee
$6.43M -$425K -7,085 -6%
GWM
72
Geneos Wealth Management
Colorado
$6.33M +$5.94M +99,032 +1,524%
SEEDPG
73
S.E.E.D. Planning Group
New York
$6.25M +$1.17M +19,532 +23%
ACS
74
Archford Capital Strategies
Illinois
$5.83M -$56.6K -944 -1%
MCM
75
MAI Capital Management
Ohio
$5.72M +$312K +5,201 +6%
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