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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.

New
Increased
Maintained
Reduced
Closed
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 %
AFM
126
Andesa Financial Management
Pennsylvania
$2.29M +$1.02M +17,070 +81%
BFWA
127
Benchmark Financial Wealth Advisors
Florida
$2.26M +$147K +2,456 +7%
IWM
128
IHT Wealth Management
Illinois
$2.23M -$45.1K -751 -2%
CAG
129
Csenge Advisory Group
Florida
$2.22M -$170K -2,830 -7%
OPS
130
Orion Portfolio Solutions
Nebraska
$2.21M -$63.2K -1,053 -3%
RCAG
131
Rehmann Capital Advisory Group
Michigan
$2.19M +$68.6K +1,143 +3%
WKSWA
132
White Knight Strategic Wealth Advisors
New Jersey
$2.14M +$27.8K +464 +1%
JJBC
133
James J. Burns & Company
New York
$2.12M +$2.12M +35,406 New
CC
134
Claybrook Capital
Massachusetts
$2.12M – – –
SG
135
StoneX Group
New York
$2.11M +$32.5K +541 +2%
TCM
136
Triumph Capital Management
Colorado
$2.08M +$211K +3,517 +11%
Nomura Asset Management
137
Nomura Asset Management
Japan
$2.07M +$2.07M +34,455 New
BAM
138
Belpointe Asset Management
Nevada
$2.05M +$95K +1,583 +5%
TB
139
Treynor Bancshares
Iowa
$2.05M +$19.7K +329 +1%
IAN
140
Integrated Advisors Network
Texas
$2.05M +$381K +6,357 +23%
SMC
141
Smith, Moore & Co
Missouri
$2M -$179K -2,988 -8%
PFA
142
Plotkin Financial Advisors
Maryland
$1.99M +$238K +3,960 +14%
RF
143
Resolute Financial
Massachusetts
$1.97M -$34K -566 -2%
CPC
144
Cookson Peirce & Co
Pennsylvania
$1.95M +$88.8K +1,481 +5%
TRCT
145
Tower Research Capital (TRC)
New York
$1.82M +$930K +15,501 +104%
LNC
146
Lincoln National Corp
Pennsylvania
$1.77M +$391K +6,519 +28%
JPMPWA
147
J.P. Morgan Private Wealth Advisors
California
$1.74M -$192K -3,199 -10%
YIH
148
Y-Intercept (HK)
Hong Kong
$1.71M +$1.71M +28,571 New
PPP
149
Private Portfolio Partners
New Jersey
$1.71M -$74.1K -1,235 -4%
MIAN
150
Mariner Independent Advisor Network
Kansas
$1.68M +$227K +3,784 +16%
4 5
6
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