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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.

New
Increased
Maintained
Reduced
Closed
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 %
DP
76
Denver PWM
Colorado
$5.6M -$131K -2,124 -2%
AIP
77
Ahrens Investment Partners
Louisiana
$5.42M -$213K -3,558 -4%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$5.41M -$223K -3,714 -4%
OC
79
Oppenheimer & Co
New York
$5.37M +$332K +5,529 +7%
Cerity Partners
80
Cerity Partners
New York
$5.1M -$74.8K -1,247 -1%
FS
81
Ferguson Shapiro
Georgia
$5.02M -$10.6K -176 -0.2%
KSWA
82
Kathleen S. Wright Associates
Pennsylvania
$4.93M +$610K +10,166 +14%
BAWC
83
Boyce & Associates Wealth Consulting
Texas
$4.88M -$663K -11,053 -12%
IA
84
IFP Advisors
Florida
$4.6M +$291K +6,720 +7%
PWP
85
Pursue Wealth Partners
California
$4.48M +$545K +9,090 +14%
LWP
86
Laurel Wealth Planning
Minnesota
$4.48M -$57.6K -960 -1%
DWM
87
Doyle Wealth Management
Florida
$4.43M +$506K +8,433 +13%
EBSAM
88
Eubel Brady & Suttman Asset Management
Ohio
$3.95M +$3.95M +65,877 New
WWM
89
Western Wealth Management
Colorado
$3.89M +$891K +14,823 +30%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$3.81M +$2.16M +36,071 +131%
CWM
91
Cornerstone Wealth Management
Missouri
$3.79M +$206K +3,433 +6%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.76M -$1.3M -21,696 -26%
FA
93
Fermata Advisors
California
$3.68M -$592K -9,874 -14%
CW
94
Connectus Wealth
Ohio
$3.66M -$32.3K -538 -0.9%
PFS
95
Prospera Financial Services
Texas
$3.65M -$674K -11,239 -16%
FFWM
96
Future Financial Wealth Management
Ohio
$3.64M +$55.9K +877 +2%
SWP
97
Stratos Wealth Partners
Ohio
$3.62M +$1.81M +30,211 +100%
BRWA
98
B. Riley Wealth Advisors
Florida
$3.62M +$588K +9,794 +19%
CAN
99
Cetera Advisor Networks
California
$3.59M +$424K +7,072 +13%
Citadel Advisors
100
Citadel Advisors
Florida
$3.54M +$3.54M +59,078 New
2 3
4
5 6