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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

457 hedge funds and large institutions have $5.28B invested in VanEck Morningstar Wide Moat ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 207 increasing their positions, 95 reducing their positions, and 16 closing their positions.

Holders
457
Holders Change
+79
Holders Change %
+20.9%
% of All Funds
7.21%
Holding in Top 10
67
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.82%
% of All Funds
1.06%
New
101
Increased
207
Reduced
95
Closed
16
Calls
$14.4M
Puts
$2.68M
Net Calls
+$11.8M
Net Calls Change
-$73M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$406M
2
Bank of America
2
Bank of America
North Carolina
$489M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$103M
4
Morgan Stanley
4
Morgan Stanley
New York
$450M
5
OWP
5
Obermeyer Wealth Partners
Colorado
$45.8M

Top Sellers

1
AWM
1
Activest Wealth Management
Florida
$0
2
PP
2
Prudential plc
United Kingdom
$56.8M
3
OIA
3
OneDigital Investment Advisors
Kansas
$80.2M
4
CWM
4
Cornerstone Wealth Management
Missouri
$835K
5
WP
5
WealthPLAN Partners
Nebraska
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$489M 6,124,718 +985,194 +19%
Morgan Stanley
2
Morgan Stanley
New York
$450M 5,643,184 +737,035 +15%
LPL Financial
3
LPL Financial
California
$406M 5,085,827 +1,277,447 +34%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$239M 2,999,207 +516,119 +21%
RJA
5
Raymond James & Associates
Florida
$165M 2,065,375 +139,495 +7%
Ameriprise
6
Ameriprise
Minnesota
$155M 1,942,401 +364,765 +23%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$142M 1,778,453 +479,047 +37%
Wells Fargo
8
Wells Fargo
California
$140M 1,750,767 +241,808 +16%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$103M 1,294,636 +982,164 +314%
Osaic Holdings
10
Osaic Holdings
Arizona
$86.8M 1,087,548 +398,768 +58%
UBS Group
11
UBS Group
Switzerland
$80.5M 1,008,843 +267,422 +36%
OIA
12
OneDigital Investment Advisors
Kansas
$80.2M 1,005,728 -127,147 -11%
SFBLI
13
Southern Farm Bureau Life Insurance
Mississippi
$67.4M 845,027 – –
JFA
14
JNBA Financial Advisors
Minnesota
$64.2M 804,748 +65,485 +9%
OCBCO
15
Oversea-Chinese Banking Corp (OCBC)
Singapore
$59.1M 741,181 +10,161 +1%
PP
16
Prudential plc
United Kingdom
$56.8M 712,397 -168,953 -19%
TI
17
TTP Investments
California
$52.3M 655,492 +124,971 +24%
VCM
18
Verde Capital Management
Michigan
$47.9M 599,914 -2,463 -0.4%
SWA
19
SFMG Wealth Advisors
Texas
$46.3M 580,829 +13,345 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$46.2M 579,137 +183,401 +46%
OWP
21
Obermeyer Wealth Partners
Colorado
$45.8M 574,327 +574,327 New
ERFOTCOFW
22
Employees Retirement Fund of the City of Fort Worth
Texas
$45M 564,564 – –
KLI
23
Kelman-Lazarov Inc
Tennessee
$43.1M 540,341 +13,199 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$42.9M 537,765 -21,271 -4%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$41.5M 519,657 +132,464 +34%
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