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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$400M
2
MCM
2
Mainstay Capital Management
Michigan
$66.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
4
Ameriprise
Minnesota
$94.5M
5
LPL Financial
5
LPL Financial
California
$145M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.07M
2
TC
2
Trilogy Capital
California
$0
3
BC
3
Barnett & Company
Tennessee
$1.98M
4
FC
4
Ferris Capital
Massachusetts
$0
5
FTUS
5
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
101
Legacy Private Trust
Wisconsin
$3.19M +$956K +12,906 +43%
CAG
102
Csenge Advisory Group
Florida
$3.15M +$2.21M +29,627 +234%
FFWM
103
Future Financial Wealth Management
Ohio
$3.13M +$3.13M +42,209 New
AAS
104
Avantax Advisory Services
Texas
$3.11M -$49.7K -673 -2%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$3.04M +$286K +3,860 +10%
LFF
106
Level Four Financial
Texas
$2.98M +$460K +6,214 +18%
SAM
107
Summit Asset Management
Tennessee
$2.9M +$258K +3,485 +10%
GIA
108
Gladstone Institutional Advisory
Florida
$2.89M +$181K +2,438 +7%
AGA
109
Accuvest Global Advisors
Utah
$2.87M +$1.18M +15,963 +70%
LWP
110
Laurel Wealth Planning
Minnesota
$2.8M -$192K -2,589 -6%
CRWM
111
Castle Rock Wealth Management
California
$2.73M +$881K +11,630 +48%
APA
112
American Portfolios Advisors
New York
$2.6M +$11.9K +160 +0.5%
KOC
113
Koss-Olinger Consulting
Florida
$2.34M +$2.34M +31,625 New
Goldman Sachs
114
Goldman Sachs
New York
$2.32M -$3.1M -41,879 -57%
CAL
115
Capital Analysts LLC
Pennsylvania
$2.3M +$298K +4,030 +15%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$2.27M -$953K -12,873 -30%
VWA
117
V Wealth Advisors
Kansas
$2.22M +$242K +3,277 +12%
KM
118
Kalos Management
Georgia
$2.19M -$48K -634 -2%
SG
119
StoneX Group
New York
$2.15M +$40.8K +551 +2%
GRP
120
Global Retirement Partners
California
$2.08M +$1.67M +22,513 +404%
AWM
121
AE Wealth Management
Kansas
$2.07M -$59.3M -800,061 -97%
BC
122
Barnett & Company
Tennessee
$1.98M -$4.95M -66,894 -71%
OLA
123
Oliver Luxxe Assets
New Jersey
$1.93M +$223K +3,009 +13%
PPP
124
Private Portfolio Partners
New Jersey
$1.93M -$61K -824 -3%
WA1
125
Wimmer Associates 1
California
$1.91M +$467K +6,305 +32%
3 4
5
6 7