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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 %
CW
151
Connectus Wealth
Ohio
$4.43M -$236K -2,956 -5%
LWM
152
Lionsbridge Wealth Management
Florida
$4.38M +$1.52M +18,997 +53%
WWM
153
Western Wealth Management
Colorado
$4.3M +$485K +6,075 +13%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$4.25M +$191K +2,398 +5%
AWA
155
Acorn Wealth Advisors
Michigan
$4.2M -$13.5K -169 -0.3%
KDA
156
Kraft Davis & Associates
Missouri
$4.2M +$4.2M +52,341 New
IA
157
Inspire Advisors
Idaho
$4.15M +$4.15M +51,979 New
SPA
158
Sentinel Pension Advisors
Massachusetts
$4.12M -$8.54K -107 -0.2%
CWG
159
Cornerstone Wealth Group
North Carolina
$4.02M -$8.94K -112 -0.2%
MCM
160
Mengis Capital Management
Oregon
$4.01M -$124K -1,556 -3%
IA
161
IAM Advisory
Pennsylvania
$3.85M +$3.85M +48,248 New
SFG
162
Snider Financial Group
Washington
$3.83M -$21.3K -267 -0.6%
BCM
163
BlueCrest Capital Management
Jersey
$3.82M +$2.87M +36,002 +304%
RF
164
Rollins Financial
Georgia
$3.82M -$194K -2,430 -5%
IF
165
IRON Financial
Illinois
$3.77M -$37.6K -471 -1%
BPA
166
Beacon Pointe Advisors
California
$3.74M -$142K -1,780 -4%
PFT
167
Providence First Trust
Arizona
$3.66M +$3.66M +45,845 New
HI
168
Harbour Investments
Wisconsin
$3.65M +$3.08M +38,604 +543%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$3.53M +$151K +1,891 +4%
YIA
170
YHB Investment Advisors
Connecticut
$3.43M +$2.01M +25,188 +141%
EFG
171
Ethos Financial Group
Pennsylvania
$3.41M – – –
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$3.37M +$1.11M +13,938 +49%
Lido Advisors
173
Lido Advisors
California
$3.3M +$2.58M +32,295 +355%
IAN
174
Integrated Advisors Network
Texas
$3.28M +$551K +6,903 +20%
RCAG
175
Rehmann Capital Advisory Group
Michigan
$3.24M +$55.5K +695 +2%
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