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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

342 hedge funds and large institutions have $3B invested in VanEck Morningstar Wide Moat ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 148 increasing their positions, 100 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
5.78%
Holding in Top 10
44
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
39
Increased
148
Reduced
100
Closed
39
Calls
$773K
Puts
–
Net Calls
+$773K
Net Calls Change
+$1.11M

Top Buyers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$25.8M
2
APCM
Alaska Permanent Capital Management
Alaska
$23.1M
3
RJA
Raymond James & Associates
Florida
$116M
4
AWA
Alaska Wealth Advisors
Alaska
$10.6M
5
LPL Financial
LPL Financial
California
$164M

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
AIP
Almanack Investment Partners
Pennsylvania
$1.18M
3
Bank of America
Bank of America
North Carolina
$374M
4
Morgan Stanley
Morgan Stanley
New York
$297M
5
FSA
Financial Services Advisory
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
201
Centaurus Financial
California
$893K -$7.96K -125 -0.9%
AIM
202
Anchor Investment Management
South Carolina
$866K +$1.85K +29 +0.2%
DWM
203
Defined Wealth Management
Oregon
$842K -$4.46K -70 -0.5%
UCFA
204
United Capital Financial Advisors
Texas
$833K +$66.9K +1,050 +9%
JWCA
205
J.W. Cole Advisors
Florida
$831K -$49.7K -780 -6%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$785K -$135K -2,119 -15%
WTC
207
WhitTier Trust Company
Nevada
$783K – – –
CW
208
CreativeOne Wealth
Kansas
$766K -$59.3K -930 -7%
CRWM
209
Castle Rock Wealth Management
California
$759K -$66 -1 -0%
NFSG
210
Newbridge Financial Services Group
Florida
$750K +$20.7K +325 +3%
LPT
211
Legacy Private Trust
Wisconsin
$741K -$685K -10,755 -48%
GWSG
212
GPS Wealth Strategies Group
Colorado
$713K -$6.38K -100 -0.9%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$713K +$252K +3,953 +55%
PP
214
Prudential plc
United Kingdom
$707K -$1.91K -30 -0.3%
GC
215
Gilbert & Cook
Iowa
$669K -$14.1K -222 -2%
FFN
216
Focus Financial Network
Minnesota
$667K – – –
Brown Advisory
217
Brown Advisory
Maryland
$643K – – –
KWM
218
Kaydan Wealth Management
Michigan
$632K -$36.6K -575 -5%
WS
219
Wedbush Securities
California
$632K +$75.8K +1,188 +14%
SWM
220
Spire Wealth Management
Virginia
$602K -$747K -11,737 -55%
CF
221
Clarity Financial
Texas
$591K +$64.5K +1,011 +12%
CMI
222
Clare Market Investments
Texas
$582K +$582K +9,125 New
LSPW
223
Lake Street Private Wealth
Illinois
$579K -$94.2K -1,478 -14%
PM
224
Phraction Management
Connecticut
$572K +$261K +4,100 +84%
Fidelity Investments
225
Fidelity Investments
Massachusetts
$552K +$82.7K +1,296 +18%
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