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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

668 hedge funds and large institutions have $9.52B invested in VanEck Morningstar Wide Moat ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 275 increasing their positions, 224 reducing their positions, and 37 closing their positions.

Holders
668
Holders Change
+14
Holders Change %
+2.14%
% of All Funds
9.66%
Holding in Top 10
104
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+11.83%
% of All Funds
1.5%
New
60
Increased
275
Reduced
224
Closed
37
Calls
$3.05M
Puts
$727K
Net Calls
+$2.33M
Net Calls Change
+$240K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$764M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$47.9M
3
AAS
3
Avantax Advisory Services
Texas
$71.3M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$30.7M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$40.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$787M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$74.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$216M
4
PAG
4
Private Advisor Group
New Jersey
$54.3M
5
UBS Group
5
UBS Group
Switzerland
$186M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$840M 8,659,202 +138,859 +2%
Bank of America
2
Bank of America
North Carolina
$787M 8,119,476 -424,825 -5%
LPL Financial
3
LPL Financial
California
$764M 7,877,723 +613,683 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$312M 3,214,645 +35,723 +1%
MFIM
5
Mesirow Financial Investment Management
Illinois
$256M 2,641,655 +91,428 +4%
Wells Fargo
6
Wells Fargo
California
$256M 2,636,315 -66,433 -2%
RJA
7
Raymond James & Associates
Florida
$231M 2,386,177 +7,909 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$216M 2,228,696 -260,754 -10%
Ameriprise
9
Ameriprise
Minnesota
$199M 2,041,456 -181,613 -8%
UBS Group
10
UBS Group
Switzerland
$186M 1,919,646 -188,990 -9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$112M 1,152,800 +109,394 +10%
PWA
12
Provenance Wealth Advisors
Florida
$111M 1,146,942 -24,836 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$108M 1,108,853 +162,588 +17%
FFA
14
First Foundation Advisors
California
$103M 1,061,491 -13,123 -1%
BCM
15
Brookstone Capital Management
Illinois
$98.4M 1,015,140 +27,848 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$93.7M 966,547 +28,404 +3%
SFBLI
17
Southern Farm Bureau Life Insurance
Mississippi
$81.9M 845,027 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$81.9M 844,973 +15,020 +2%
OWP
19
Obermeyer Wealth Partners
Colorado
$79.6M 820,877 +20,357 +3%
JFA
20
JNBA Financial Advisors
Minnesota
$79.1M 815,739 +1,732 +0.2%
HighTower Advisors
21
HighTower Advisors
Illinois
$74.5M 768,506 +50,383 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$74.2M 764,932 +11,497 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$74.1M 764,145 -273,509 -26%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$72.6M 748,385 +34,944 +5%
OIA
25
OneDigital Investment Advisors
Kansas
$71.7M 739,484 -24,093 -3%
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