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VanEck Morningstar Wide Moat ETF

349 hedge funds and large institutions have $3.41B invested in VanEck Morningstar Wide Moat ETF in 2021 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+42
Holders Change %
+13.68%
% of All Funds
5.39%
Holding in Top 10
46
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+35.29%
% of All Funds
0.71%
New
70
Increased
171
Reduced
68
Closed
22
Calls
$205K
Puts
$670K
Net Calls
-$465K
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
Arete Wealth Advisors
Illinois
$1.35M +$43.3K +568 +3%
HFS
177
Howard Financial Services
Texas
$1.34M +$21.3K +280 +2%
DFA
178
DHK Financial Advisors
New Hampshire
$1.34M +$1.34M +17,586 New
CA
179
Cetera Advisors
Colorado
$1.32M +$150K +1,964 +13%
RJT
180
Raymond James Trust
Florida
$1.32M +$140K +1,841 +12%
EE
181
EWG Elevate
California
$1.28M +$202K +2,655 +19%
DWM
182
Defined Wealth Management
Oregon
$1.25M +$129K +1,694 +11%
CBFP
183
Cedar Brook Financial Partners
Ohio
$1.24M -$274K -3,600 -18%
CAN
184
Claraphi Advisory Network
United States
$1.22M -$45.8K -602 -4%
FCT
185
First Community Trust
Iowa
$1.2M +$1.2M +15,730 New
VC
186
Vicus Capital
Pennsylvania
$1.2M +$110K +1,474 +10%
KM
187
Kalos Management
Georgia
$1.18M +$23K +296 +2%
EH
188
Equitable Holdings
New York
$1.17M +$131K +1,722 +13%
Goldman Sachs
189
Goldman Sachs
New York
$1.15M -$1.85M -24,281 -62%
SMC
190
Smith, Moore & Co
Missouri
$1.14M +$868K +11,405 +317%
VDBMI
191
Van Den Berg Management I
Texas
$1.13M +$440K +5,786 +64%
WI
192
Wintrust Investments
Illinois
$1.1M -$4.26K -56 -0.4%
PG
193
Patten Group
Tennessee
$1.1M +$55.5K +729 +5%
SWP
194
Stratos Wealth Partners
Ohio
$1.08M -$85.6K -1,125 -7%
HCA
195
Heck Capital Advisors
Wisconsin
$1.03M +$400K +5,260 +63%
AIM
196
Anchor Investment Management
South Carolina
$1.03M -$108K -1,420 -10%
JWCA
197
J.W. Cole Advisors
Florida
$1.02M +$1.02M +13,351 New
AI
198
Atria Investments
North Carolina
$1M -$4.85M -63,678 -83%
CIC
199
Carnegie Investment Counsel
Ohio
$997K +$997K +13,101 New
SFSG
200
Sound Financial Strategies Group
Mississippi
$990K -$30.7K -403 -3%