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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 %
TB
201
Treynor Bancshares
Iowa
$2.38M -$171K -2,269 -7%
GRP
202
Global Retirement Partners
California
$2.38M +$76.4K +957 +3%
FEM
203
Fulcrum Equity Management
Texas
$2.37M +$2.37M +29,659 New
AWA
204
Arete Wealth Advisors
Illinois
$2.27M +$611K +7,661 +37%
SOS
205
Silver Oak Securities
Tennessee
$2.27M +$1.42M +17,738 +165%
CAM
206
Cresset Asset Management
Illinois
$2.21M +$1.5M +18,826 +212%
EP
207
Eudaimonia Partners
Tennessee
$2.2M +$2.2M +27,577 New
PA
208
Paragon Advisors
Texas
$2.19M -$483K -6,053 -18%
EE
209
EWG Elevate
California
$2.18M +$50.3K +631 +2%
OLA
210
Oliver Luxxe Assets
New Jersey
$2.11M -$175K -2,192 -8%
CS
211
Credit Suisse
Switzerland
$2.09M +$127K +1,590 +6%
HWA
212
HHM Wealth Advisors
Tennessee
$2.03M – – –
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$2.03M +$99.2K +1,243 +5%
VWA
214
V Wealth Advisors
Kansas
$2.03M +$197K +2,470 +11%
CSI
215
Cross Staff Investments
New York
$1.98M +$42K +526 +2%
BFO
216
Boston Family Office
Massachusetts
$1.98M +$146K +1,824 +8%
BWM
217
BCS Wealth Management
Tennessee
$1.97M +$114K +1,426 +6%
AI
218
Atria Investments
North Carolina
$1.96M +$1.96M +24,580 New
SI
219
SimpliFi Inc
California
$1.95M +$1.95M +24,380 New
LNC
220
Lincoln National Corp
Pennsylvania
$1.88M -$2.71K -34 -0.1%
T
221
TRUADVICE
Florida
$1.83M +$37.4K +467 +2%
NMG
222
New Millennium Group
Utah
$1.79M +$1.79M +22,472 New
CPIA
223
Cornell Pochily Investment Advisors
New York
$1.78M +$17.8K +223 +1%
RFN
224
RDA Financial Network
Iowa
$1.78M +$73.8K +925 +4%
AWG
225
Altus Wealth Group
Colorado
$1.76M +$22.2K +278 +1%
7 8
9
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