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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 %
FFA
176
Fortune Financial Advisors
Kansas
$3.21M +$3.21M +40,221 New
FPGT
177
Financial Partners Group (Tennessee)
Tennessee
$3.19M +$14.4K +181 +0.5%
CIAS
178
Capital Investment Advisory Services
North Carolina
$3.13M +$636K +7,972 +25%
GIA
179
Gladstone Institutional Advisory
Florida
$3.06M +$133K +1,673 +5%
EWA
180
Etesian Wealth Advisors
Oregon
$3.06M +$101K +1,262 +3%
GM
181
GeoWealth Management
Illinois
$3.06M +$3.06M +38,305 New
CPC
182
Cookson Peirce & Co
Pennsylvania
$3.05M -$87.7K -1,099 -3%
WW
183
Westshore Wealth
California
$3.05M +$576K +7,213 +23%
ARC
184
Advisor Resource Council
Texas
$3.02M +$3.02M +37,911 New
AC
185
Anson Capital
Georgia
$2.92M -$546K -6,839 -16%
CA
186
Cetera Advisors
Colorado
$2.83M +$239K +2,995 +9%
CC
187
Claybrook Capital
Massachusetts
$2.82M – – –
ATC
188
Argent Trust Co
Tennessee
$2.81M +$32.7K +410 +1%
Nomura Asset Management
189
Nomura Asset Management
Japan
$2.75M – – –
William Blair & Company
190
William Blair & Company
Illinois
$2.75M +$292K +3,656 +12%
CAG
191
Csenge Advisory Group
Florida
$2.67M +$38.3K +480 +1%
PF
192
Phoenix Financial
Israel
$2.59M +$2.59M +32,404 New
WKSWA
193
White Knight Strategic Wealth Advisors
New Jersey
$2.55M -$13.4K -168 -0.5%
RGC
194
Roberts, Glore & Co
Illinois
$2.53M +$373K +4,675 +17%
MA
195
Mutual Advisors
Nebraska
$2.52M +$339K +4,243 +16%
SAG
196
SageView Advisory Group
California
$2.52M +$2.16M +27,097 +602%
FFWM
197
Future Financial Wealth Management
Ohio
$2.5M -$665K -8,337 -21%
CWM
198
Collaborative Wealth Management
Florida
$2.47M +$151K +1,890 +7%
IWM
199
IHT Wealth Management
Illinois
$2.44M -$250K -3,135 -9%
PPP
200
Private Portfolio Partners
New Jersey
$2.4M +$147K +1,847 +7%
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