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VanEck Morningstar Wide Moat ETF

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
76
Legacy Private Trust
Wisconsin
$7.17M +$1.6M +20,963 +29%
AIP
77
Ahrens Investment Partners
Louisiana
$6.98M -$436K -5,723 -6%
DP
78
Denver PWM
Colorado
$6.9M -$708K -9,268 -9%
FS
79
Ferguson Shapiro
Georgia
$6.85M +$371K +4,872 +6%
RC
80
Roundview Capital
New Jersey
$6.68M +$665K +8,743 +11%
ACS
81
Archford Capital Strategies
Illinois
$6.57M +$227K +2,986 +4%
Cerity Partners
82
Cerity Partners
New York
$6.48M +$112K +1,465 +2%
SPA
83
Sentinel Pension Advisors
Massachusetts
$6.46M +$329K +4,320 +5%
OC
84
Oppenheimer & Co
New York
$6.43M +$1.09M +14,379 +21%
SPC
85
Sigma Planning Corp
Michigan
$6.25M +$310K +4,079 +5%
ES
86
Eagle Strategies
New York
$6.21M +$6.21M +81,593 New
Baird Financial Group
87
Baird Financial Group
Wisconsin
$6M +$2.26M +29,697 +61%
BRWA
88
B. Riley Wealth Advisors
Florida
$5.59M -$452K -5,935 -7%
KOC
89
Koss-Olinger Consulting
Florida
$5.54M +$3.96M +52,055 +252%
MCM
90
MAI Capital Management
Ohio
$5.39M +$5.39M +70,846 New
KSWA
91
Kathleen S. Wright Associates
Pennsylvania
$5.18M +$5.18M +68,018 New
PWP
92
Pursue Wealth Partners
California
$4.99M +$4.99M +65,605 New
IA
93
IFP Advisors
Florida
$4.82M +$64.2K +840 +1%
Citigroup
94
Citigroup
New York
$4.74M -$580K -7,617 -11%
SRSA
95
S.R. Schill & Associates
Washington
$4.57M +$11.6K +152 +0.3%
BPA
96
Beacon Pointe Advisors
California
$4.42M -$76K -999 -2%
CWM
97
Cornerstone Wealth Management
Missouri
$4.38M -$120K -1,582 -3%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$4.27M +$225K +3,028 +6%
BFA
99
Buttonwood Financial Advisors
Maryland
$4.25M +$4.25M +55,813 New
TCM
100
Triumph Capital Management
Colorado
$4.2M +$302K +3,974 +8%