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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$450M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$56.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$835K
5
WP
5
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAWA
51
Palo Alto Wealth Advisors
California
$22.8M +$921K +11,546 +4%
SAM
52
Summit Asset Management
Tennessee
$21.9M +$105K +1,321 +0.5%
LFAS
53
Level Four Advisory Services
Texas
$21.9M +$5.29M +66,344 +32%
GWM
54
Geneos Wealth Management
Colorado
$20.9M +$7.35M +92,092 +54%
BAM
55
Beaumont Asset Management
Texas
$20.7M -$988K -12,377 -5%
VWA
56
Visionary Wealth Advisors
Illinois
$19M +$5.95M +74,597 +45%
SAF
57
Smith Anglin Financial
Texas
$18.6M -$351K -4,400 -2%
PI
58
PFS Investments
Georgia
$18.3M -$571K -7,161 -3%
SI
59
Stephens Inc
Arkansas
$16.7M +$1.62M +20,279 +11%
VFM
60
Valley Financial Management
New York
$16M +$12.3M +154,319 +333%
SPC
61
Sigma Planning Corp
Michigan
$15.3M +$6.5M +81,440 +74%
PWM
62
Provident Wealth Management
Tennessee
$15.1M -$705K -8,836 -4%
CWA
63
Core Wealth Advisors
Florida
$14.8M +$14.8M +185,078 New
BFA
64
Beaumont Financial Advisors
Massachusetts
$14.6M +$14.6M +183,296 New
MML Investors Services
65
MML Investors Services
Massachusetts
$14.2M +$4.44M +55,595 +45%
FSA
66
Financial Services Advisory
Maryland
$14.2M +$14.2M +178,121 New
Truist Financial
67
Truist Financial
North Carolina
$13.7M +$207K +2,596 +2%
DC
68
Darrow Company
Massachusetts
$13.3M +$127K +1,586 +1%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$13M +$372K +4,659 +3%
DAS
70
Dynamic Advisor Solutions
Arizona
$13M +$56.4K +707 +0.4%
DC
71
Davenport & Co
Virginia
$12.7M +$355K +4,449 +3%
AF
72
Allworth Financial
California
$12.7M +$12.5M +156,574 +7,829%
RC
73
Roundview Capital
New Jersey
$12.3M +$3.25M +40,680 +36%
SWP
74
Stratos Wealth Partners
Ohio
$12.3M +$9.48M +118,789 +336%
HCA
75
Heck Capital Advisors
Wisconsin
$11.7M +$11.3M +141,044 +2,347%
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