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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.

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 %
WA1
101
Wimmer Associates 1
California
$3.51M +$52.7K +823 +2%
FPGK
102
Financial Partners Group (Kansas)
Kansas
$3.44M -$130K -2,166 -4%
Creative Planning
103
Creative Planning
Kansas
$3.41M -$6.17M -102,864 -64%
TP
104
Tranquility Partners
Tennessee
$3.37M -$116K -1,931 -3%
CAL
105
Capital Analysts LLC
Pennsylvania
$3.32M +$340K +5,672 +11%
GVAG
106
Great Valley Advisor Group
Delaware
$3.3M -$2.59M -43,116 -44%
SFG
107
Snider Financial Group
Washington
$3.16M +$18.8K +293 +0.6%
AWA
108
Acorn Wealth Advisors
Michigan
$3.16M +$11.9K +198 +0.4%
IF
109
IRON Financial
Illinois
$3.15M -$41.1K -685 -1%
SPA
110
Sentinel Pension Advisors
Massachusetts
$3.14M +$84.1K +1,402 +3%
AWS
111
Atria Wealth Solutions
New York
$3.13M -$263K -4,381 -8%
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$3.1M -$155K -2,583 -5%
CA
113
Cornerstone Advisory
Maryland
$3.03M +$1.28M +21,282 +73%
CWG
114
Cornerstone Wealth Group
North Carolina
$3.03M -$238K -3,973 -7%
AAS
115
Avantax Advisory Services
Texas
$3.01M +$5.76K +96 +0.2%
SIM
116
Seaview Investment Managers
Florida
$3.01M +$507K +8,456 +20%
MCM
117
Mengis Capital Management
Oregon
$2.97M +$98.6K +1,644 +3%
BPA
118
Beacon Pointe Advisors
California
$2.86M -$18.8K -314 -0.7%
Citigroup
119
Citigroup
New York
$2.85M -$2.46K -41 -0.1%
TFS
120
Thoroughbred Financial Services
Tennessee
$2.71M +$648K +10,803 +31%
KAS
121
Kestra Advisory Services
Texas
$2.65M -$12.4K -207 -0.5%
AC
122
Anson Capital
Georgia
$2.61M -$208K -3,464 -7%
AMC
123
Asset Management Corp
Illinois
$2.52M +$428K +7,140 +20%
GIA
124
Gladstone Institutional Advisory
Florida
$2.43M +$67K +1,117 +3%
APA
125
American Portfolios Advisors
New York
$2.34M -$336K -5,595 -13%
3 4
5
6 7