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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

307 hedge funds and large institutions have $2.93B invested in VanEck Morningstar Wide Moat ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 156 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
5.39%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.6%
New
40
Increased
156
Reduced
60
Closed
28
Calls
$4.38M
Puts
$408K
Net Calls
+$3.97M
Net Calls Change
+$4.01M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Ameriprise
2
Ameriprise
Minnesota
$112M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$15.1M
4
FFC
4
Fure Financial Corporation
Minnesota
$13.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$45.9M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
PP
2
Prudential plc
United Kingdom
$825K
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.52M
4
Citigroup
4
Citigroup
New York
$5.12M
5
WP
5
WealthPLAN Partners
Nebraska
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$423M 5,776,996 +371,668 +7%
Morgan Stanley
2
Morgan Stanley
New York
$325M 4,438,670 +176,490 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$152M 2,072,638 +154,866 +8%
LPL Financial
4
LPL Financial
California
$149M 2,036,286 +80,963 +4%
OIA
5
OneDigital Investment Advisors
Kansas
$128M 1,750,307 +79,516 +5%
Ameriprise
6
Ameriprise
Minnesota
$112M 1,474,386 +198,541 +16%
RJA
7
Raymond James & Associates
Florida
$112M 1,526,985 +84,226 +6%
Wells Fargo
8
Wells Fargo
California
$93.3M 1,273,726 +75,003 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$71.2M 971,943 +78,316 +9%
JFA
10
JNBA Financial Advisors
Minnesota
$65.8M 898,439 -1,651 -0.2%
UBS Group
11
UBS Group
Switzerland
$48.7M 664,468 -21,740 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$45.9M 624,627 +177,652 +40%
SWA
13
SFMG Wealth Advisors
Texas
$40.2M 548,719 +18,312 +3%
KLI
14
Kelman-Lazarov Inc
Tennessee
$36.4M 497,502 +27,889 +6%
BCM
15
Brookstone Capital Management
Illinois
$33.5M 446,894 +132,244 +42%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$28.4M 387,059 +44,181 +13%
WP
17
WealthPLAN Partners
Nebraska
$27.5M 364,367 -54,318 -13%
SAF
18
Smith Anglin Financial
Texas
$25.7M 351,186 -3,848 -1%
VCM
19
Verde Capital Management
Michigan
$24.8M 338,528 +22,440 +7%
BFS
20
Bard Financial Services
Connecticut
$24.5M 334,495 +27,465 +9%
LS
21
Leelyn Smith
Illinois
$24.2M 330,991 +8,431 +3%
QA
22
Quantitative Advantage
Minnesota
$23.5M 320,663 +4,668 +1%
FSA
23
Financial Services Advisory
Maryland
$23.1M 315,942 -24,210 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$22.6M 309,072 +78,806 +34%
AFG
25
Affinia Financial Group
Massachusetts
$20.8M 271,322 +10,621 +4%
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