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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
2
Brookstone Capital Management
Illinois
$88.5M
3
AAS
3
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
3
Davidson Capital Management
Texas
$20.2M
4
Bank of America
4
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$31M 357,906 +9,899 +3%
GCM
52
G2 Capital Management
Ohio
$30M 346,266 +13,317 +4%
SMG
53
Smart Money Group
Texas
$29.9M 327,277 -3,122 -0.9%
TF
54
Tompkins Financial
New York
$29.8M 344,160 +9,899 +3%
AAS
55
Avantax Advisory Services
Texas
$29.5M 340,988 +234,277 +220%
EWA
56
EP Wealth Advisors
California
$29.4M 339,193 -3,625 -1%
SAM
57
Summit Asset Management
Tennessee
$28.9M 334,085 +20,480 +7%
PAWA
58
Palo Alto Wealth Advisors
California
$27.5M 317,771 -3,862 -1%
SPIA
59
Steward Partners Investment Advisory
New York
$26.9M 310,608 +3,683 +1%
GWM
60
Geneos Wealth Management
Colorado
$26.6M 307,477 -27,867 -8%
BFA
61
Beaumont Financial Advisors
Massachusetts
$26.3M 303,749 -4,123 -1%
PS
62
Planned Solutions
California
$25.5M 294,759 -1,544 -0.5%
LFAS
63
Level Four Advisory Services
Texas
$25M 288,750 -74,807 -21%
VWA
64
Visionary Wealth Advisors
Illinois
$24.4M 282,184 -6,651 -2%
BAM
65
Beaumont Asset Management
Texas
$24.1M 278,783 +4,385 +2%
MWM
66
MinichMacGregor Wealth Management
New York
$23.8M 274,335 +30,429 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$21.7M 250,937 -67,975 -21%
SWP
68
Stratos Wealth Partners
Ohio
$21.6M 249,110 +10,401 +4%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$21.2M 245,227 -916 -0.4%
BMM
70
Berkshire Money Management
Massachusetts
$20.4M 236,087 +8,905 +4%
AWM
71
Activest Wealth Management
Florida
$20.2M 233,099 -18,627 -7%
DC
72
Davenport & Co
Virginia
$20.2M 232,805 +511 +0.2%
DCM
73
Davidson Capital Management
Texas
$20.2M 232,741 -454,999 -66%
DA
74
Drake & Associates
Wisconsin
$20.1M 232,592 +4,875 +2%
AI
75
Atria Investments
North Carolina
$20M 231,236 +163,992 +244%
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