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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

374 hedge funds and large institutions have $4.25B invested in VanEck Morningstar Wide Moat ETF in 2022 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 159 increasing their positions, 122 reducing their positions, and 24 closing their positions.

Holders
374
Holders Change
+24
Holders Change %
+6.86%
% of All Funds
6.03%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.81%
New
56
Increased
159
Reduced
122
Closed
24
Calls
$29.9M
Puts
$247K
Net Calls
+$29.7M
Net Calls Change
+$29.4M

Top Buyers

1
OCBCO
1
Oversea-Chinese Banking Corp (OCBC)
Singapore
$51.9M
2
WP
2
WealthPLAN Partners
Nebraska
$18.9M
3
WMWM
3
Whitaker-Myers Wealth Managers
Ohio
$18.3M
4
PAWA
4
Palo Alto Wealth Advisors
California
$16.9M
5
TWM
5
Tanager Wealth Management
United Kingdom
$18.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$143M
2
OIA
2
OneDigital Investment Advisors
Kansas
$80M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.01B
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.01B 15,597 -343 -2%
Bank of America
2
Bank of America
North Carolina
$346M 5,337,367 -239,678 -4%
Morgan Stanley
3
Morgan Stanley
New York
$299M 4,605,307 -128,434 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M 2,462,338 -312,800 -11%
LPL Financial
5
LPL Financial
California
$143M 2,209,558 -525,115 -19%
RJA
6
Raymond James & Associates
Florida
$135M 2,072,921 +188,131 +10%
Ameriprise
7
Ameriprise
Minnesota
$104M 1,589,677 -95,031 -6%
Wells Fargo
8
Wells Fargo
California
$90.2M 1,389,080 +13,310 +1%
OIA
9
OneDigital Investment Advisors
Kansas
$80M 1,232,524 -388,543 -24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$75.3M 1,159,658 +61,464 +6%
OCBCO
11
Oversea-Chinese Banking Corp (OCBC)
Singapore
$51.9M 798,909 +798,909 New
JFA
12
JNBA Financial Advisors
Minnesota
$48.3M 744,248 -24,495 -3%
UBS Group
13
UBS Group
Switzerland
$43.7M 672,828 +6,159 +0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$42.7M 657,191 +118,059 +22%
SFBLI
15
Southern Farm Bureau Life Insurance
Mississippi
$40.7M 632,887 +102,390 +19%
PP
16
Prudential plc
United Kingdom
$40.4M 621,940 +89,980 +17%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$40.2M 618,739 +10,567 +2%
VCM
18
Verde Capital Management
Michigan
$38M 585,255 +10,615 +2%
ERFOTCOFW
19
Employees Retirement Fund of the City of Fort Worth
Texas
$36.6M 564,564 – –
SWA
20
SFMG Wealth Advisors
Texas
$36.5M 561,562 -21,522 -4%
KLI
21
Kelman-Lazarov Inc
Tennessee
$34.3M 528,916 +12,470 +2%
TI
22
TTP Investments
California
$32.7M 503,562 +9,613 +2%
FFA
23
First Foundation Advisors
California
$29.5M 454,776 +62,984 +16%
AF
24
Apexium Financial
Texas
$28.6M 440,615 +54,207 +14%
AFG
25
Affinia Financial Group
Massachusetts
$28.2M 413,960 +4,328 +1%
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