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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.82B invested in VanEck Morningstar Wide Moat ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 129 reducing their positions, and 31 closing their positions.

Holders
378
Holders Change
+4
Holders Change %
+1.07%
% of All Funds
6.05%
Holding in Top 10
55
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10%
% of All Funds
0.88%
New
44
Increased
146
Reduced
129
Closed
31
Calls
$85M
Puts
$244K
Net Calls
+$84.8M
Net Calls Change
+$55.1M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$281M
2
Morgan Stanley
2
Morgan Stanley
New York
$362M
3
PCM
3
Piedmont Capital Management
Montana
$21.8M
4
PP
4
Prudential plc
United Kingdom
$65.1M
5
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$57.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$379M
2
WIM
2
WealthPlan Investment Management
Nebraska
$6.41M
3
FSA
3
Financial Sense Advisors
California
$0
4
RJA
4
Raymond James & Associates
Florida
$142M
5
AWM
5
Activest Wealth Management
Florida
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$379M 5,139,524 -197,843 -4%
Morgan Stanley
2
Morgan Stanley
New York
$362M 4,906,149 +300,842 +7%
LPL Financial
3
LPL Financial
California
$281M 3,808,380 +1,598,822 +72%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$183M 2,483,088 +20,750 +0.8%
RJA
5
Raymond James & Associates
Florida
$142M 1,925,880 -147,041 -7%
Ameriprise
6
Ameriprise
Minnesota
$117M 1,577,636 -12,041 -0.8%
Wells Fargo
7
Wells Fargo
California
$111M 1,508,959 +119,879 +9%
OIA
8
OneDigital Investment Advisors
Kansas
$83.6M 1,132,875 -99,649 -8%
PP
9
Prudential plc
United Kingdom
$65.1M 881,350 +259,410 +42%
SFBLI
10
Southern Farm Bureau Life Insurance
Mississippi
$57.8M 845,027 +212,140 +34%
UBS Group
11
UBS Group
Switzerland
$54.7M 741,421 +68,593 +10%
JFA
12
JNBA Financial Advisors
Minnesota
$54.6M 739,263 -4,985 -0.7%
OCBCO
13
Oversea-Chinese Banking Corp (OCBC)
Singapore
$54M 731,020 -67,889 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$50.8M 688,780 +31,589 +5%
VCM
15
Verde Capital Management
Michigan
$44.5M 602,377 +17,122 +3%
SWA
16
SFMG Wealth Advisors
Texas
$41.9M 567,484 +5,922 +1%
ERFOTCOFW
17
Employees Retirement Fund of the City of Fort Worth
Texas
$41.7M 564,564 – –
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$41.3M 559,036 -59,703 -10%
TI
19
TTP Investments
California
$39.2M 530,521 +26,959 +5%
KLI
20
Kelman-Lazarov Inc
Tennessee
$38.9M 527,142 -1,774 -0.3%
FFA
21
First Foundation Advisors
California
$34.5M 466,888 +12,112 +3%
PAG
22
Private Advisor Group
New Jersey
$33.2M 449,168 +172,825 +63%
AF
23
Apexium Financial
Texas
$33M 446,974 +6,359 +1%
CFA
24
Cahill Financial Advisors
Minnesota
$32.7M 443,173 +26,130 +6%
BCM
25
Brookstone Capital Management
Illinois
$31.7M 430,237 +40,349 +10%
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