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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

704 hedge funds and large institutions have $9.1B invested in VanEck Morningstar Wide Moat ETF in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 294 increasing their positions, 217 reducing their positions, and 44 closing their positions.

Holders
704
Holders Change
+36
Holders Change %
+5.39%
% of All Funds
9.38%
Holding in Top 10
102
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.92%
% of All Funds
1.36%
New
93
Increased
294
Reduced
217
Closed
44
Calls
$2.55M
Puts
$668K
Net Calls
+$1.88M
Net Calls Change
-$445K

Top Buyers

1
MFIM
1
Mesirow Financial Investment Management
Illinois
$325M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$63.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$819M
4
B
4
Barings
North Carolina
$24.2M
5
AAS
5
Avantax Advisory Services
Texas
$80.7M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$676M
2
MIS
2
Morningstar Investment Services
Illinois
$9.5M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$0
4
OCBCO
4
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$21.7M 233,708 +81,702 +54%
DC
77
Davenport & Co
Virginia
$21.5M 232,234 +8,909 +4%
FWM
78
Foguth Wealth Management
Michigan
$21.5M 224,264 +67,916 +43%
KPWS
79
Kestra Private Wealth Services
Texas
$21.5M 231,601 +17,116 +8%
DCM
80
Davidson Capital Management
Texas
$21.4M 230,746 -1,522 -0.7%
SFA
81
Sequoia Financial Advisors
Ohio
$21.4M 230,396 -141,631 -38%
PFS
82
Prospera Financial Services
Texas
$21.1M 228,053 -2,978 -1%
AA
83
Apriem Advisors
California
$21M 226,652 +29,650 +15%
TC
84
TAP Consulting
Missouri
$20.6M 221,704 -7,011 -3%
AWS
85
Aspen Wealth Strategies
Colorado
$20.3M 218,397 -6,621 -3%
Citigroup
86
Citigroup
New York
$19.9M 214,519 +11,039 +5%
ES
87
Eagle Strategies
New York
$19.3M 207,689 +16,489 +9%
SPC
88
Sigma Planning Corp
Michigan
$18.7M 201,474 +2,866 +1%
FFG
89
Fiduciary Financial Group
California
$18.5M 203,183 +6,878 +4%
SAW
90
Signal Advisors Wealth
Michigan
$18.5M 199,518 +44,570 +29%
MCM
91
MAI Capital Management
Ohio
$18.5M 199,466 -48 -0%
HTIM
92
Harbour Trust & Investment Management
Indiana
$17.5M 188,549 +1,681 +0.9%
Mariner
93
Mariner
Kansas
$17M 182,936 +12,743 +7%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$17M 182,934 -10,260 -5%
DC
95
Darrow Company
Massachusetts
$16.7M 180,146 -57 -0%
IA
96
IFP Advisors
Florida
$16.5M 178,415 +14,954 +9%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$16.5M 177,486 -48,851 -22%
SEEDPG
98
S.E.E.D. Planning Group
New York
$15.9M 171,268 +23,544 +16%
PJWM
99
Philip James Wealth Mangement
Georgia
$15.5M 167,036 +3,761 +2%
JSW
100
Journey Strategic Wealth
New Jersey
$15.3M 164,899 +21,303 +15%
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4
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