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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 %
OLA
151
Oliver Luxxe Assets
New Jersey
$1.78M +$48.4K +760 +3%
IAN
152
Integrated Advisors Network
Texas
$1.77M -$561K -8,804 -24%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$1.75M -$1.55M -24,363 -47%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$1.73M +$7.2K +113 +0.4%
AI
155
Atria Investments
North Carolina
$1.7M +$669K +10,500 +65%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$1.7M +$1.7M +26,700 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$1.65M +$53.3K +836 +3%
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
$1.63M +$63.4K +995 +4%
HWA
159
HHM Wealth Advisors
Tennessee
$1.62M -$24.9K -391 -2%
VWA
160
V Wealth Advisors
Kansas
$1.62M -$58.1K -912 -3%
ATC
161
Argent Trust Co
Tennessee
$1.6M +$47.2K +740 +3%
MIAN
162
Mariner Independent Advisor Network
Kansas
$1.57M +$109K +1,692 +8%
CSI
163
Cross Staff Investments
New York
$1.56M – – –
EE
164
EWG Elevate
California
$1.56M +$380K +5,961 +32%
MFG
165
Monumental Financial Group
Maryland
$1.55M +$1.55M +24,278 New
CWM
166
Collaborative Wealth Management
Florida
$1.54M +$1.54M +24,211 New
BCI
167
Brinker Capital Investments
Pennsylvania
$1.51M -$271K -4,249 -15%
DFA
168
DHK Financial Advisors
New Hampshire
$1.51M – – –
RGC
169
Roberts, Glore & Co
Illinois
$1.48M +$44.3K +695 +3%
Mariner
170
Mariner
Kansas
$1.47M +$1.47M +23,128 New
William Blair & Company
171
William Blair & Company
Illinois
$1.47M +$26.8K +420 +2%
LNC
172
Lincoln National Corp
Pennsylvania
$1.46M +$33.8K +531 +2%
BWM
173
BCS Wealth Management
Tennessee
$1.46M +$53.8K +844 +4%
GRP
174
Global Retirement Partners
California
$1.45M -$111K -1,735 -7%
9WM
175
9258 Wealth Management
Ohio
$1.42M -$223K -3,492 -14%
5 6
7
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