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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

279 hedge funds and large institutions have $2.37B invested in VanEck Morningstar Wide Moat ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 120 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
279
Holders Change
+24
Holders Change %
+9.41%
% of All Funds
4.91%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.51%
New
42
Increased
120
Reduced
66
Closed
16
Calls
$374K
Puts
$1.13M
Net Calls
-$755K
Net Calls Change
-$3.04M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$57.4M
2
LPL Financial
2
LPL Financial
California
$117M
3
Morgan Stanley
3
Morgan Stanley
New York
$279M
4
QA
4
Quantitative Advantage
Minnesota
$21.7M
5
Bank of America
5
Bank of America
North Carolina
$322M

Top Sellers

1
CWG
1
Cornerstone Wealth Group
North Carolina
$3.27M
2
AWE
2
Avidian Wealth Enterprises
Texas
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$322M 4,643,972 +264,744 +6%
Morgan Stanley
2
Morgan Stanley
New York
$279M 4,022,274 +344,660 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$123M 1,779,434 +148,027 +9%
LPL Financial
4
LPL Financial
California
$117M 1,682,437 +680,575 +68%
OIA
5
OneDigital Investment Advisors
Kansas
$106M 1,524,184 +111,736 +8%
RJA
6
Raymond James & Associates
Florida
$85.7M 1,237,436 +159,847 +15%
Wells Fargo
7
Wells Fargo
California
$77M 1,111,270 +213,087 +24%
JFA
8
JNBA Financial Advisors
Minnesota
$62.5M 902,741 +4,518 +0.5%
Ameriprise
9
Ameriprise
Minnesota
$60.4M 905,166 -35,912 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$58M 837,681 +34,098 +4%
AWM
11
AE Wealth Management
Kansas
$57.4M 827,957 +796,900 +2,566%
UBS Group
12
UBS Group
Switzerland
$50.8M 733,221 +12,359 +2%
WP
13
WealthPLAN Partners
Nebraska
$30.4M 421,226 +20,573 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$28.8M 415,624 +95,954 +30%
KLI
15
Kelman-Lazarov Inc
Tennessee
$25.4M 366,876 -722 -0.2%
SAF
16
Smith Anglin Financial
Texas
$23.5M 338,552 +2,508 +0.7%
LS
17
Leelyn Smith
Illinois
$22.5M 325,215 +9,417 +3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
QA
19
Quantitative Advantage
Minnesota
$21.7M 313,239 +274,529 +709%
VCM
20
Verde Capital Management
Michigan
$21.4M 308,489 +19,957 +7%
PS
21
Planned Solutions
California
$19.7M 284,785 -17,646 -6%
BFS
22
Bard Financial Services
Connecticut
$19M 274,720 +52,487 +24%
FMN
23
Financial Management Network
California
$18.9M 260,409 +21,793 +9%
BCI
24
Brinker Capital Investments
Pennsylvania
$18.8M 271,846 +1,056 +0.4%
AFG
25
Affinia Financial Group
Massachusetts
$18.7M 257,145 +57,536 +29%
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