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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
LPL Financial
California
$764M
2
AllianceBernstein
AllianceBernstein
Tennessee
$47.9M
3
AAS
Avantax Advisory Services
Texas
$71.3M
4
RWA
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
UBS Group
Switzerland
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA1
176
Wimmer Associates 1
California
$6.99M +$2.42K +25 +0%
FTS
177
Fifth Third Securities
Ohio
$6.96M -$339K -3,494 -5%
IWM
178
IHT Wealth Management
Illinois
$6.92M +$1.45M +14,961 +26%
PWM
179
Perigon Wealth Management
California
$6.83M +$794K +8,194 +13%
TC
180
Tacita Capital
Ontario, Canada
$6.73M +$297K +3,064 +5%
SIAP
181
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.72M -$252K -2,600 -4%
ACM
182
Avalon Capital Management
California
$6.65M -$113K -1,169 -2%
Comerica Bank
183
Comerica Bank
Texas
$6.65M +$26K +268 +0.4%
WIA
184
World Investment Advisors
California
$6.65M +$6.65M +68,548 New
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$6.53M -$1.45M -14,952 -18%
SFG
186
Snider Financial Group
Washington
$6.48M -$8.53K -88 -0.1%
GAG
187
Goodman Advisory Group
Massachusetts
$6.41M +$257K +2,648 +4%
DADC
188
D.A. Davidson & Co
Montana
$6.24M +$23.7K +244 +0.4%
Lido Advisors
189
Lido Advisors
California
$6.12M +$166K +1,709 +3%
FS
190
Ferguson Shapiro
Georgia
$6.12M +$173K +1,782 +3%
CWM
191
Cabot Wealth Management
Massachusetts
$6.05M +$6.05M +62,395 New
HCA
192
Heck Capital Advisors
Wisconsin
$5.97M -$124K -1,274 -2%
DFA
193
DHK Financial Advisors
New Hampshire
$5.84M – – –
BRWA
194
B. Riley Wealth Advisors
Florida
$5.83M -$498K -5,179 -8%
RFN
195
RDA Financial Network
Iowa
$5.82M +$105K +1,083 +2%
SOS
196
Silver Oak Securities
Tennessee
$5.68M +$2.35M +24,676 +70%
TP
197
Tranquility Partners
Tennessee
$5.65M -$5.72K -59 -0.1%
WIM
198
WealthPlan Investment Management
Nebraska
$5.64M +$472K +4,869 +9%
YIA
199
YHB Investment Advisors
Connecticut
$5.62M -$2.32M -23,921 -29%
SPA
200
Sentinel Pension Advisors
Massachusetts
$5.6M +$159K +1,638 +3%
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