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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

632 hedge funds and large institutions have $8.88B invested in VanEck Morningstar Wide Moat ETF in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 313 increasing their positions, 160 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+16
Holders Change %
+2.6%
% of All Funds
9.16%
Holding in Top 10
96
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.05%
% of All Funds
1.39%
New
75
Increased
313
Reduced
160
Closed
50
Calls
$3.96M
Puts
$2.04M
Net Calls
+$1.92M
Net Calls Change
-$826K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$64.7M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$58.9M
3
FFA
3
First Foundation Advisors
California
$91.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$794M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$782M
2
PP
2
Prudential plc
United Kingdom
$2.48M
3
GM
3
GeoWealth Management
Illinois
$218K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$138M
5
AWM
5
AE Wealth Management
Kansas
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.18M +$1.02M +11,325 +20%
WA1
177
Wimmer Associates 1
California
$6.05M -$77.3K -860 -1%
AI
178
Atria Investments
North Carolina
$6.05M -$268K -2,985 -4%
FPGK
179
Financial Partners Group (Kansas)
Kansas
$6.03M +$226K +2,518 +4%
SFG
180
Snider Financial Group
Washington
$5.95M +$111K +1,235 +2%
FS
181
Ferguson Shapiro
Georgia
$5.93M -$694K -7,721 -10%
GAG
182
Goodman Advisory Group
Massachusetts
$5.86M +$250K +2,783 +4%
DADC
183
D.A. Davidson & Co
Montana
$5.86M +$549K +6,105 +10%
EWA
184
Etesian Wealth Advisors
Oregon
$5.8M +$866K +9,631 +18%
HAS
185
HBW Advisory Services
California
$5.68M – – –
RWA
186
Rooted Wealth Advisors
Illinois
$5.45M +$200K +2,262 +4%
SMAM
187
Sugar Maple Asset Management
Wisconsin
$5.42M +$5.42M +60,285 New
ECA
188
Elevated Capital Advisors
Utah
$5.41M +$5.41M +60,207 New
KAS
189
KPP Advisory Services
Kentucky
$5.33M +$5.33M +59,310 New
Lido Advisors
190
Lido Advisors
California
$5.32M -$244K -2,710 -4%
PWM
191
Perigon Wealth Management
California
$5.28M +$3.88M +43,145 +278%
TP
192
Tranquility Partners
Tennessee
$5.25M +$55.4K +616 +1%
P
193
&Partners
Tennessee
$5.23M +$2.51M +27,928 +93%
GVAG
194
Great Valley Advisor Group
Delaware
$5.18M -$108K -1,198 -2%
SAW
195
Signal Advisors Wealth
Michigan
$5.18M +$788K +8,768 +18%
SOS
196
Silver Oak Securities
Tennessee
$5.14M -$1.5M -16,699 -23%
IWM
197
IHT Wealth Management
Illinois
$5.03M +$596K +6,633 +13%
UWM
198
USAdvisors Wealth Management
Minnesota
$5M -$235K -2,633 -4%
FWM
199
Foguth Wealth Management
Michigan
$4.99M +$4.99M +55,476 New
RIA
200
Realta Investment Advisors
Delaware
$4.95M -$344K -3,824 -6%
6 7
8
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