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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

346 hedge funds and large institutions have $3.43B invested in VanEck Morningstar Wide Moat ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 151 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
5.48%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
0.76%
New
36
Increased
151
Reduced
109
Closed
33
Calls
$224K
Puts
$560K
Net Calls
-$336K
Net Calls Change
+$129K

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.5M
2
GM
2
GeoWealth Management
Illinois
$28.7M
3
PI
3
PFS Investments
Georgia
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$360M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$43.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
FFC
2
Fure Financial Corporation
Minnesota
$0
3
FSA
3
Financial Services Advisory
Maryland
$9.03M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
5
FSA
5
Financial Sense Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
76
Archford Capital Strategies
Illinois
$6.88M +$448K +6,008 +7%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$6.74M -$738K -9,877 -10%
AIP
78
Ahrens Investment Partners
Louisiana
$6.67M -$183K -2,455 -3%
FS
79
Ferguson Shapiro
Georgia
$6.53M -$196K -2,630 -3%
FA
80
Fermata Advisors
California
$6.51M -$1.53M -20,538 -19%
Cerity Partners
81
Cerity Partners
New York
$6.44M +$76.4K +1,023 +1%
SPA
82
Sentinel Pension Advisors
Massachusetts
$6.44M +$102K +1,359 +2%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$6.34M +$3.04M +40,766 +92%
OC
84
Oppenheimer & Co
New York
$6.3M -$13.8K -185 -0.2%
SPC
85
Sigma Planning Corp
Michigan
$6.08M -$61.5K -823 -1%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$6.04M +$153K +2,047 +3%
FAIM
87
Financial Advocates Investment Management
Washington
$5.61M +$2.71M +36,243 +93%
KSWA
88
Kathleen S. Wright Associates
Pennsylvania
$5.06M -$26.3K -352 -0.5%
BFA
89
Buttonwood Financial Advisors
Maryland
$4.94M +$775K +10,371 +19%
PWP
90
Pursue Wealth Partners
California
$4.87M – – –
SAM
91
Summit Asset Management
Tennessee
$4.62M +$1.41M +18,883 +44%
FPGK
92
Financial Partners Group (Kansas)
Kansas
$4.4M +$106K +1,414 +2%
CWM
93
Cornerstone Wealth Management
Missouri
$4.34M +$41K +549 +1%
IA
94
IFP Advisors
Florida
$4.31M +$1.58M +36,701 +58%
SRSA
95
S.R. Schill & Associates
Washington
$4.29M -$196K -2,622 -4%
FFWM
96
Future Financial Wealth Management
Ohio
$4.2M +$665K +8,905 +19%
LWP
97
Laurel Wealth Planning
Minnesota
$4.11M +$535K +7,162 +15%
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$4.09M +$232K +3,099 +6%
IF
99
IRON Financial
Illinois
$4.04M -$77.5K -1,038 -2%
TCM
100
Triumph Capital Management
Colorado
$4.03M -$91.6K -1,226 -2%
2 3
4
5 6