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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

350 hedge funds and large institutions have $2.91B invested in VanEck Morningstar Wide Moat ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 151 increasing their positions, 108 reducing their positions, and 24 closing their positions.

Holders
350
Holders Change
+8
Holders Change %
+2.34%
% of All Funds
6.05%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.74%
New
34
Increased
151
Reduced
108
Closed
24
Calls
$243K
Puts
–
Net Calls
+$243K
Net Calls Change
-$530K

Top Buyers

1
PP
1
Prudential plc
United Kingdom
$31.9M
2
WIM
2
WealthPlan Investment Management
Nebraska
$17.4M
3
AF
3
Apexium Financial
Texas
$23.2M
4
AWM
4
Activest Wealth Management
Florida
$21.5M
5
FFA
5
First Foundation Advisors
California
$23.5M

Top Sellers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$431K
2
Bank of America
2
Bank of America
North Carolina
$335M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$97.2M
5
Creative Planning
5
Creative Planning
Kansas
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$335M 5,577,045 -289,473 -5%
Morgan Stanley
2
Morgan Stanley
New York
$284M 4,733,741 +69,458 +1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$166M 2,775,138 +18,107 +0.7%
LPL Financial
4
LPL Financial
California
$164M 2,734,673 +160,016 +6%
RJA
5
Raymond James & Associates
Florida
$113M 1,884,790 +70,083 +4%
Ameriprise
6
Ameriprise
Minnesota
$101M 1,684,708 +41,336 +3%
OIA
7
OneDigital Investment Advisors
Kansas
$97.2M 1,621,067 -124,392 -7%
Wells Fargo
8
Wells Fargo
California
$82.5M 1,375,770 +74,163 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$65.9M 1,098,194 +54,081 +5%
JFA
10
JNBA Financial Advisors
Minnesota
$46.1M 768,743 -6,114 -0.8%
UBS Group
11
UBS Group
Switzerland
$40M 666,669 +6,471 +1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$37.4M 622,779 -49,223 -7%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$36.5M 608,172 -18,038 -3%
SWA
14
SFMG Wealth Advisors
Texas
$34.6M 583,084 -4,132 -0.7%
VCM
15
Verde Capital Management
Michigan
$34.5M 574,640 +51,413 +10%
ERFOTCOFW
16
Employees Retirement Fund of the City of Fort Worth
Texas
$33.9M 564,564 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$32.3M 539,132 -64,601 -11%
SFBLI
18
Southern Farm Bureau Life Insurance
Mississippi
$32.2M 530,497 +125,635 +31%
PP
19
Prudential plc
United Kingdom
$31.9M 531,960 +520,870 +4,697%
KLI
20
Kelman-Lazarov Inc
Tennessee
$31M 516,446 +3,735 +0.7%
TI
21
TTP Investments
California
$29.6M 493,949 +6,666 +1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$26M 432,889 -15,000 -3%
AFG
23
Affinia Financial Group
Massachusetts
$24.3M 409,632 +121,873 +42%
FFA
24
First Foundation Advisors
California
$23.5M 391,792 +168,911 +76%
BCM
25
Brookstone Capital Management
Illinois
$23.3M 391,597 -10,261 -3%
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