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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

303 hedge funds and large institutions have $2.85B invested in VanEck Morningstar Wide Moat ETF in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 47 reducing their positions, and 16 closing their positions.

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
5.29%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.59%
New
43
Increased
157
Reduced
47
Closed
16
Calls
$491K
Puts
$526K
Net Calls
-$35K
Net Calls Change
+$720K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$400M
2
MCM
2
Mainstay Capital Management
Michigan
$66.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$39.3M
4
Ameriprise
4
Ameriprise
Minnesota
$94.5M
5
LPL Financial
5
LPL Financial
California
$145M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.07M
2
TC
2
Trilogy Capital
California
$0
3
BC
3
Barnett & Company
Tennessee
$1.98M
4
FC
4
Ferris Capital
Massachusetts
$0
5
FTUS
5
Flow Traders U.S.
New York
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$400M 5,405,328 +761,356 +16%
Morgan Stanley
2
Morgan Stanley
New York
$316M 4,262,180 +239,906 +6%
LPL Financial
3
LPL Financial
California
$145M 1,955,323 +272,886 +16%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$142M 1,917,772 +138,338 +8%
OIA
5
OneDigital Investment Advisors
Kansas
$124M 1,670,791 +146,607 +10%
RJA
6
Raymond James & Associates
Florida
$107M 1,442,759 +205,323 +17%
Ameriprise
7
Ameriprise
Minnesota
$94.5M 1,275,845 +370,679 +41%
Wells Fargo
8
Wells Fargo
California
$88.8M 1,198,723 +87,453 +8%
JFA
9
JNBA Financial Advisors
Minnesota
$66.7M 900,090 -2,651 -0.3%
MCM
10
Mainstay Capital Management
Michigan
$66.2M 893,968 +637,220 +248%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$66.2M 893,627 +55,946 +7%
UBS Group
12
UBS Group
Switzerland
$50.8M 686,208 -47,013 -6%
SWA
13
SFMG Wealth Advisors
Texas
$39.3M 530,407 +400,773 +309%
KLI
14
Kelman-Lazarov Inc
Tennessee
$34.8M 469,613 +102,737 +28%
Osaic Holdings
15
Osaic Holdings
Arizona
$33.1M 446,975 +31,351 +8%
WP
16
WealthPLAN Partners
Nebraska
$31.8M 418,685 -2,541 -0.6%
SAF
17
Smith Anglin Financial
Texas
$26.3M 355,034 +16,482 +5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$25.4M 342,878 +146,112 +74%
FSA
19
Financial Services Advisory
Maryland
$25.2M 340,152 +91,058 +37%
LS
20
Leelyn Smith
Illinois
$23.9M 322,560 -2,655 -0.8%
BCM
21
Brookstone Capital Management
Illinois
$23.4M 314,650 +141,319 +82%
VCM
22
Verde Capital Management
Michigan
$23.4M 316,088 +7,599 +2%
QA
23
Quantitative Advantage
Minnesota
$23.4M 315,995 +2,756 +0.9%
BFS
24
Bard Financial Services
Connecticut
$22.7M 307,030 +32,310 +12%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
1
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