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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

616 hedge funds and large institutions have $8.35B invested in VanEck Morningstar Wide Moat ETF in 2023 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 292 increasing their positions, 132 reducing their positions, and 30 closing their positions.

Holders
616
Holders Change
+97
Holders Change %
+18.69%
% of All Funds
9.03%
Holding in Top 10
95
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+14.46%
% of All Funds
1.39%
New
131
Increased
292
Reduced
132
Closed
30
Calls
$3.24M
Puts
$501K
Net Calls
+$2.74M
Net Calls Change
+$1.85M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
MFIM
2
Mesirow Financial Investment Management
Illinois
$191M
3
LPL Financial
3
LPL Financial
California
$593M
4
Bank of America
4
Bank of America
North Carolina
$720M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$245M

Top Sellers

1
TI
1
TTP Investments
California
$30M
2
OCM
2
One Capital Management
California
$279K
3
SIS
3
Strategic Investment Solutions
Illinois
$919K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$146M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$131M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.31B 15,414,048 +8,630,835 +127%
Bank of America
2
Bank of America
North Carolina
$720M 8,483,964 +1,361,628 +19%
LPL Financial
3
LPL Financial
California
$593M 6,982,611 +1,478,248 +27%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$245M 2,887,502 +845,137 +41%
Wells Fargo
5
Wells Fargo
California
$207M 2,438,183 +305,404 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$199M 2,340,046 +323,206 +16%
RJA
7
Raymond James & Associates
Florida
$193M 2,271,276 +164,926 +8%
MFIM
8
Mesirow Financial Investment Management
Illinois
$191M 2,256,098 +2,256,098 New
Ameriprise
9
Ameriprise
Minnesota
$191M 2,245,310 +6,233 +0.3%
UBS Group
10
UBS Group
Switzerland
$163M 1,922,189 +802,983 +72%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$146M 1,725,946 -203,867 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$131M 1,541,752 -201,746 -12%
PWA
13
Provenance Wealth Advisors
Florida
$102M 1,206,937 -11,766 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$78.5M 925,104 +154,433 +20%
OIA
15
OneDigital Investment Advisors
Kansas
$73.2M 862,001 -105,071 -11%
SFBLI
16
Southern Farm Bureau Life Insurance
Mississippi
$71.7M 845,027 – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$69.5M 818,945 +2,494 +0.3%
JFA
18
JNBA Financial Advisors
Minnesota
$65.1M 767,431 -16,810 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$64.5M 760,160 +1,762 +0.2%
ERFOTCOFW
20
Employees Retirement Fund of the City of Fort Worth
Texas
$63.5M 748,564 – –
OWP
21
Obermeyer Wealth Partners
Colorado
$59.6M 702,009 +56,437 +9%
DCM
22
Davidson Capital Management
Texas
$58.1M 684,657 +16,363 +2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$57.9M 682,152 +209,565 +44%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$54.9M 646,847 +35,386 +6%
FFA
25
First Foundation Advisors
California
$54.8M 646,167 +41,628 +7%
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