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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$400M
2
MCM
Mainstay Capital Management
Michigan
$66.2M
3
SWA
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
Ameriprise
Minnesota
$94.5M
5
LPL Financial
LPL Financial
California
$145M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.07M
2
TC
Trilogy Capital
California
$0
3
BC
Barnett & Company
Tennessee
$1.98M
4
FC
Ferris Capital
Massachusetts
$0
5
FTUS
Flow Traders U.S.
New York
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$454K +$313K +4,230 +222%
Lido Advisors
202
Lido Advisors
California
$443K -$72K -971 -14%
KWM
203
Keebeck Wealth Management
Illinois
$402K -$93.5K -1,262 -19%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$392K -$8.9K -120 -2%
GWM
205
Geneos Wealth Management
Colorado
$389K -$511K -6,843 -57%
MA
206
Mutual Advisors
Nebraska
$389K +$96.2K +1,298 +33%
BCA
207
Bay Colony Advisors
Massachusetts
$388K +$92.1K +1,243 +31%
VCM
208
Vigilant Capital Management
Maine
$386K – – –
SIC
209
Samalin Investment Counsel
New York
$368K +$52.1K +704 +17%
WF
210
Welch & Forbes
Massachusetts
$359K – – –
PIA
211
Perennial Investment Advisors
California
$354K +$2.96K +40 +0.8%
GLA
212
Good Life Advisors
Pennsylvania
$337K +$337K +4,553 New
FHA
213
Flagship Harbor Advisors
Massachusetts
$330K +$330K +4,453 New
IAN
214
Integrated Advisors Network
Texas
$327K +$29.2K +394 +10%
CISOA
215
Capital Investment Services of America
Wisconsin
$322K +$322K +4,350 New
Fidelity Investments
216
Fidelity Investments
Massachusetts
$319K +$30.8K +416 +11%
LWAC
217
Laurel Wealth Advisors (California)
California
$319K +$56.2K +760 +21%
PA
218
PSI Advisors
Florida
$317K +$5.18K +70 +2%
SFA
219
Sequoia Financial Advisors
Ohio
$295K +$78.9K +1,063 +36%
AWA
220
Arete Wealth Advisors
Illinois
$294K +$5.96K +371 +2%
NA
221
NewEdge Advisors
Louisiana
$293K +$4.52K +61 +2%
BL
222
BCWM LLC
Kansas
$291K – – –
BRWM
223
B. Riley Wealth Management
Tennessee
$290K +$290K +3,918 New
WCG
224
Weaver Consulting Group
California
$286K – – –
DL
225
DOHJ LLC
Washington
$283K – – –
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9
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