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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.

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

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
Bank of America
North Carolina
$374M
4
Morgan Stanley
Morgan Stanley
New York
$297M
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$2.36M +$7.97K +125 +0.3%
CS
127
Credit Suisse
Switzerland
$2.34M +$228K +3,565 +11%
SMC
128
Smith, Moore & Co
Missouri
$2.32M +$813K +12,764 +54%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$2.25M -$96.6K -1,515 -4%
CC
130
Claybrook Capital
Massachusetts
$2.25M -$15.9K -250 -0.7%
WKSWA
131
White Knight Strategic Wealth Advisors
New Jersey
$2.25M +$81.1K +1,273 +4%
BFWA
132
Benchmark Financial Wealth Advisors
Florida
$2.24M +$2.24M +35,154 New
LWM
133
Lionsbridge Wealth Management
Florida
$2.23M -$5.93M -92,996 -73%
AMC
134
Asset Management Corp
Illinois
$2.23M +$196K +3,080 +10%
SG
135
StoneX Group
New York
$2.2M +$164K +2,576 +8%
TFS
136
Thoroughbred Financial Services
Tennessee
$2.19M +$289K +4,539 +15%
FAIM
137
Financial Advocates Investment Management
Washington
$2.17M -$2.61M -40,949 -55%
TB
138
Treynor Bancshares
Iowa
$2.16M -$6.37K -100 -0.3%
RF
139
Resolute Financial
Massachusetts
$2.13M +$62.6K +982 +3%
BAM
140
Belpointe Asset Management
Nevada
$2.08M +$330K +5,178 +19%
JPMPWA
141
J.P. Morgan Private Wealth Advisors
California
$2.05M +$684K +10,735 +50%
FTUS
142
Flow Traders U.S.
New York
$2.03M +$2.03M +31,896 New
TCM
143
Triumph Capital Management
Colorado
$1.98M -$1.46M -22,864 -42%
CPC
144
Cookson Peirce & Co
Pennsylvania
$1.98M +$164K +2,574 +9%
SWP
145
Stratos Wealth Partners
Ohio
$1.92M +$1.42M +22,314 +285%
AWM
146
AE Wealth Management
Kansas
$1.9M -$629K -9,865 -25%
PPP
147
Private Portfolio Partners
New Jersey
$1.89M +$13.3K +209 +0.7%
CA
148
Cornerstone Advisory
Maryland
$1.87M -$55.6K -872 -3%
PFA
149
Plotkin Financial Advisors
Maryland
$1.86M +$319K +5,009 +21%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$1.85M -$33K -517 -2%
4 5
6
7 8