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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 %
WP
101
WealthPLAN Partners
Nebraska
$15.1M 163,143 -6,144 -4%
RIS
102
Richmond Investment Services
Wisconsin
$15M 161,838 +161,838 New
AOG
103
Alpha Omega Group
Virginia
$14.8M 159,617 +2,314 +1%
KAS
104
Kestra Advisory Services
Texas
$14.7M 158,795 -3,015 -2%
KSWA
105
Kathleen S. Wright Associates
Pennsylvania
$14.7M 158,680 +12,005 +8%
AWS
106
Atria Wealth Solutions
New York
$14.4M 154,777 -14,133 -8%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1M 152,503 +7,392 +5%
EBSAM
108
Eubel Brady & Suttman Asset Management
Ohio
$14M 150,528 +75,494 +101%
FA
109
Flagstar Advisors
New York
$13.9M 150,054 +11,306 +8%
EWA
110
Etesian Wealth Advisors
Oregon
$13.5M 145,778 +24,880 +21%
FOR
111
Family Office Research
Maryland
$13.4M 144,906 +144,906 New
OCBCO
112
Oversea-Chinese Banking Corp (OCBC)
Singapore
$13.4M 144,619 -319,557 -69%
HAS
113
HBW Advisory Services
California
$13.2M 142,259 +1,613 +1%
JPMorgan Chase & Co
114
JPMorgan Chase & Co
New York
$12.9M 138,976 -18,185 -12%
OBWG
115
Onyx Bridge Wealth Group
New York
$12.9M 138,740 +2,256 +2%
RA
116
Ruggaard & Associates
Ohio
$12.5M 135,025 +1,630 +1%
RSWM
117
Robertson Stephens Wealth Management
California
$12.4M 133,677 -6,204 -4%
AWG
118
Altus Wealth Group
Colorado
$12.4M 133,328 -22,259 -14%
BAWC
119
Boyce & Associates Wealth Consulting
Texas
$12.3M 132,973 -2,415 -2%
Baird Financial Group
120
Baird Financial Group
Wisconsin
$12.3M 132,315 -4,453 -3%
FA
121
Fermata Advisors
California
$12.2M 131,496 +20,183 +18%
GCM
122
Graver Capital Management
Ohio
$12M 129,696 +129,696 New
SO
123
Sierra Ocean
California
$11.7M 126,428 +126,428 New
OC
124
Oppenheimer & Co
New York
$11.4M 123,358 +5,144 +4%
TFS
125
Thoroughbred Financial Services
Tennessee
$11.4M 122,465 -1,297 -1%
3 4
5
6 7