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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 %
CWG
201
Cornerstone Wealth Group
North Carolina
$5.58M -$125K -1,292 -2%
MFG
202
Midwest Financial Group
Kansas
$5.46M +$142K +1,460 +3%
MWM
203
Modern Wealth Management
Kansas
$5.44M +$5.44M +56,141 New
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$5.41M +$92.6K +955 +2%
AF
205
Advisornet Financial
Minnesota
$5.39M +$360K +3,709 +7%
FPGK
206
Financial Partners Group (Kansas)
Kansas
$5.37M -$661K -6,820 -11%
WWA
207
WCG Wealth Advisors
Nevada
$5.36M +$2.57M +26,504 +92%
SMAM
208
Sugar Maple Asset Management
Wisconsin
$5.33M +$794K +8,190 +17%
MCM
209
Mengis Capital Management
Oregon
$5.33M +$167K +1,719 +3%
AIC
210
Ayalon Insurance Company
Israel
$5.15M +$110K +1,137 +2%
GB
211
Goepper Burkhardt
South Carolina
$5.07M +$139K +1,436 +3%
TPWA
212
TRUE Private Wealth Advisors
Oregon
$5.06M +$3.11M +32,074 +160%
UWM
213
USAdvisors Wealth Management
Minnesota
$5M -$246K -2,540 -5%
IAN
214
Integrated Advisors Network
Texas
$4.99M -$162K -1,669 -3%
LWM
215
Lionsbridge Wealth Management
Florida
$4.99M -$2.67M -27,539 -35%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$4.9M +$1.94M +20,114 +65%
SPI
217
Santori & Peters Inc
Pennsylvania
$4.84M -$83.1K -857 -2%
BPA
218
Beacon Pointe Advisors
California
$4.83M +$149K +1,532 +3%
FF
219
Farrell Financial
New York
$4.78M -$74K -762 -2%
GIA
220
Gladstone Institutional Advisory
Florida
$4.75M +$284K +2,934 +6%
GWSG
221
GPS Wealth Strategies Group
Colorado
$4.69M -$492K -5,078 -9%
IA
222
IAM Advisory
Pennsylvania
$4.68M -$16.1K -166 -0.3%
MA
223
Mutual Advisors
Nebraska
$4.63M +$27.9K +291 +0.6%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$4.59M -$39.8K -406 -0.9%
PPP
225
Private Portfolio Partners
New Jersey
$4.56M -$124K -1,278 -3%
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