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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
LPL Financial
California
$406M
2
Bank of America
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
Morgan Stanley
New York
$450M
5
OWP
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
Activest Wealth Management
Florida
$0
2
PP
Prudential plc
United Kingdom
$56.8M
3
OIA
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
Cornerstone Wealth Management
Missouri
$835K
5
WP
WealthPLAN Partners
Nebraska
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JJBC
126
James J. Burns & Company
New York
$5.91M +$486K +6,092 +9%
FA
127
Fermata Advisors
California
$5.61M +$2.92M +36,536 +108%
AWS
128
Atria Wealth Solutions
New York
$5.6M +$1.73M +21,712 +45%
Renaissance Technologies
129
Renaissance Technologies
New York
$5.6M +$5.22M +65,400 +1,363%
EH
130
Equitable Holdings
New York
$5.51M +$3.22M +40,348 +141%
PWP
131
Pursue Wealth Partners
California
$5.47M +$236K +2,961 +5%
Citigroup
132
Citigroup
New York
$5.46M +$1.92M +24,045 +54%
PM
133
Parametrica Management
Hong Kong
$5.45M +$5.45M +68,323 New
CA
134
Cornerstone Advisory
Maryland
$5.43M -$15.5K -194 -0.3%
FH
135
FWG Holdings
Florida
$5.4M +$390K +4,789 +8%
SIM
136
Seaview Investment Managers
Florida
$5.21M +$951K +11,921 +22%
FPGK
137
Financial Partners Group (Kansas)
Kansas
$5.17M +$446K +5,520 +9%
AAS
138
Avantax Advisory Services
Texas
$5.12M +$147K +1,840 +3%
WA1
139
Wimmer Associates 1
California
$5.1M +$28.7K +360 +0.6%
PFA
140
Plotkin Financial Advisors
Maryland
$5.06M +$1.77M +22,211 +54%
JWM
141
Jackson Wealth Management
Florida
$5.02M +$5.02M +62,965 New
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
$4.97M -$77.8K -975 -2%
PAMG
143
Patton Albertson Miller Group
Tennessee
$4.96M +$4.96M +62,121 New
ACM
144
Avalon Capital Management
California
$4.94M +$1.03M +12,921 +26%
AC
145
AlphaCore Capital
California
$4.92M +$4.92M +61,656 New
RIA
146
Realta Investment Advisors
Delaware
$4.89M +$85.4K +1,070 +2%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$4.86M +$717K +8,990 +17%
BRWA
148
B. Riley Wealth Advisors
Florida
$4.81M +$93K +1,166 +2%
TP
149
Tranquility Partners
Tennessee
$4.81M +$708K +8,879 +17%
WIM
150
WealthPlan Investment Management
Nebraska
$4.6M -$2.33M -29,168 -34%
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