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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
3
Raymond James & Associates
Florida
$116M
4
AWA
4
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
5
LPL Financial
California
$164M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
AIP
2
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
3
Bank of America
North Carolina
$374M
4
Morgan Stanley
4
Morgan Stanley
New York
$297M
5
FSA
5
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
101
Cornerstone Wealth Group
North Carolina
$3.47M +$77.5K +1,216 +2%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$3.46M -$25.6K -401 -0.7%
WA1
103
Wimmer Associates 1
California
$3.45M +$411K +6,445 +14%
IF
104
IRON Financial
Illinois
$3.39M -$61.6K -967 -2%
CAN
105
Cetera Advisor Networks
California
$3.37M +$778K +12,207 +30%
AWA
106
Acorn Wealth Advisors
Michigan
$3.34M +$210K +3,295 +7%
SPA
107
Sentinel Pension Advisors
Massachusetts
$3.25M -$2.25M -35,254 -41%
BRWA
108
B. Riley Wealth Advisors
Florida
$3.22M +$67.1K +1,052 +2%
AAS
109
Avantax Advisory Services
Texas
$3.19M +$118K +1,846 +4%
WWM
110
Western Wealth Management
Colorado
$3.18M +$266K +4,181 +9%
CAL
111
Capital Analysts LLC
Pennsylvania
$3.16M +$137K +2,146 +5%
SFG
112
Snider Financial Group
Washington
$3.13M +$3.13M +49,050 New
BPA
113
Beacon Pointe Advisors
California
$3.06M -$43.3K -680 -1%
MCM
114
Mengis Capital Management
Oregon
$3.05M +$261K +4,093 +9%
Citigroup
115
Citigroup
New York
$3.03M +$378K +5,924 +14%
AC
116
Anson Capital
Georgia
$3M -$125K -1,964 -4%
APA
117
American Portfolios Advisors
New York
$2.85M -$52.3K -820 -2%
KAS
118
Kestra Advisory Services
Texas
$2.83M +$142K +2,226 +5%
SIM
119
Seaview Investment Managers
Florida
$2.66M +$148K +2,324 +6%
HF
120
HRT Financial
New York
$2.6M +$2.6M +40,873 New
Two Sigma Investments
121
Two Sigma Investments
New York
$2.54M +$2.54M +39,900 New
CAG
122
Csenge Advisory Group
Florida
$2.54M -$283K -4,440 -10%
GIA
123
Gladstone Institutional Advisory
Florida
$2.52M +$16.6K +261 +0.7%
IWM
124
IHT Wealth Management
Illinois
$2.42M +$1.37M +21,445 +130%
OPS
125
Orion Portfolio Solutions
Nebraska
$2.41M +$97.7K +1,534 +4%
3 4
5
6 7