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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
76
Buttonwood Financial Advisors
Maryland
$23.6M 243,878 +26,783 +12%
DA
77
Drake & Associates
Wisconsin
$23M 237,341 +4,749 +2%
AWM
78
Activest Wealth Management
Florida
$22.9M 236,134 +3,035 +1%
DCM
79
Davidson Capital Management
Texas
$22.5M 232,268 -473 -0.2%
AA
80
Ancora Advisors
Ohio
$22.5M 231,740 +26,254 +13%
PFS
81
Prospera Financial Services
Texas
$22.4M 231,031 +1,627 +0.7%
SWM
82
SK Wealth Management
Rhode Island
$22.3M 237,496 +237,496 New
TC
83
TAP Consulting
Missouri
$22.2M 228,715 +8,298 +4%
NEPWA
84
New England Private Wealth Advisors
Massachusetts
$21.9M 226,337 -18,890 -8%
AWS
85
Aspen Wealth Strategies
Colorado
$21.8M 225,018 +10,049 +5%
DC
86
Davenport & Co
Virginia
$21.7M 223,325 -9,480 -4%
EFG
87
Ethos Financial Group
Pennsylvania
$21.2M 218,606 +20,095 +10%
KPWS
88
Kestra Private Wealth Services
Texas
$20.8M 214,485 +30,733 +17%
Citigroup
89
Citigroup
New York
$19.7M 203,480 +2,861 +1%
MCM
90
MAI Capital Management
Ohio
$19.3M 199,514 -14,014 -7%
SPC
91
Sigma Planning Corp
Michigan
$19.3M 198,608 -11,785 -6%
DAS
92
Dynamic Advisor Solutions
Arizona
$19.1M 197,121 +2,275 +1%
AA
93
Apriem Advisors
California
$19.1M 197,002 +22,547 +13%
FFG
94
Fiduciary Financial Group
California
$18.8M 196,305 +2,861 +1%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$18.7M 193,194 +7,081 +4%
PAMG
96
Patton Albertson Miller Group
Tennessee
$18.7M 192,580 -8,067 -4%
ES
97
Eagle Strategies
New York
$18.5M 191,200 +8,752 +5%
HTIM
98
Harbour Trust & Investment Management
Indiana
$18.1M 186,868 -40,870 -18%
DC
99
Darrow Company
Massachusetts
$17.5M 180,203 +8,667 +5%
Mariner
100
Mariner
Kansas
$16.5M 170,193 +6,503 +4%
2 3
4
5 6