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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

654 hedge funds and large institutions have $8.36B invested in VanEck Morningstar Wide Moat ETF in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 270 increasing their positions, 210 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+22
Holders Change %
+3.48%
% of All Funds
9.51%
Holding in Top 10
93
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.13%
% of All Funds
1.35%
New
74
Increased
270
Reduced
210
Closed
42
Calls
$2.56M
Puts
$468K
Net Calls
+$2.09M
Net Calls Change
+$172K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82M
2
BCM
Brookstone Capital Management
Illinois
$88.5M
3
AAS
Avantax Advisory Services
Texas
$29.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$19.6M
5
Two Sigma Investments
Two Sigma Investments
New York
$17.6M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$65.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$89.9M
3
DCM
Davidson Capital Management
Texas
$20.2M
4
Bank of America
Bank of America
North Carolina
$740M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
201
USAdvisors Wealth Management
Minnesota
$4.69M -$148K -1,713 -3%
GWSG
202
GPS Wealth Strategies Group
Colorado
$4.63M +$1.92M +22,213 +71%
WIM
203
WealthPlan Investment Management
Nebraska
$4.61M -$125K -1,442 -3%
MCM
204
Mengis Capital Management
Oregon
$4.61M -$1.3K -15 -0%
IAN
205
Integrated Advisors Network
Texas
$4.61M -$24.3K -281 -0.5%
MC
206
McCarthy & Cox
Ohio
$4.55M +$66.9K +772 +1%
Jane Street
207
Jane Street
New York
$4.53M +$4.53M +52,260 New
WWM
208
Western Wealth Management
Colorado
$4.51M -$3.44M -39,698 -43%
AIC
209
Ayalon Insurance Company
Israel
$4.51M +$39K +450 +0.9%
AF
210
Advisornet Financial
Minnesota
$4.49M +$781K +9,013 +21%
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$4.47M +$4.47M +51,599 New
GB
212
Goepper Burkhardt
South Carolina
$4.41M +$338K +3,905 +8%
SPI
213
Santori & Peters Inc
Pennsylvania
$4.39M -$36.5K -421 -0.8%
MA
214
Mutual Advisors
Nebraska
$4.36M +$230K +2,533 +6%
FF
215
Farrell Financial
New York
$4.32M +$398K +4,594 +10%
IA
216
IAM Advisory
Pennsylvania
$4.2M +$91.2K +1,053 +2%
PPP
217
Private Portfolio Partners
New Jersey
$4.18M +$65.7K +758 +2%
BPA
218
Beacon Pointe Advisors
California
$4.18M -$6.32K -73 -0.2%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$4.1M +$6.16K +71 +0.2%
SMAM
220
Sugar Maple Asset Management
Wisconsin
$4.05M -$1.17M -13,482 -22%
GIA
221
Gladstone Institutional Advisory
Florida
$3.99M +$297K +3,432 +8%
PFA
222
Peak Financial Advisors
Colorado
$3.97M -$761K -8,785 -16%
PFT
223
Providence First Trust
Arizona
$3.97M – – –
FFA
224
Fortune Financial Advisors
Kansas
$3.96M +$38K +439 +1%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$3.83M – – –
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