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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.68%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
Randolph Company
Ohio
$16.7M
2
Bank of America
Bank of America
North Carolina
$104M
3
Morgan Stanley
Morgan Stanley
New York
$149M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$24.1M
5
Truist Financial
Truist Financial
North Carolina
$12M

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
SWA
SFMG Wealth Advisors
Texas
$28.9M
3
LPL Financial
LPL Financial
California
$46.2M
4
FIG
FundX Investment Group
California
$26.4M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
226
Global Trust Asset Management
Florida
– -$1.45M -26,426 Closed
MWM
227
Meridian Wealth Management
Kentucky
– -$1.25M -22,755 Closed
FEM
228
Fulcrum Equity Management
Texas
– -$872K -15,921 Closed
FEG
229
Financial Enhancement Group
Indiana
– -$762K -13,912 Closed
PCM
230
Penserra Capital Management
California
– -$636K -11,628 Closed
TRCT
231
Tower Research Capital (TRC)
New York
– -$492K -8,988 Closed
AWM
232
Adams Wealth Management
Utah
– -$483K -8,814 Closed
HIIFS
233
Harel Insurance Investments & Financial Services
Israel
– -$383K -7,000 Closed
JWCA
234
J.W. Cole Advisors
Florida
– -$377K -6,876 Closed
NAS
235
Nicolet Advisory Services
Wisconsin
– -$366K -6,690 Closed
IAN
236
Integrated Advisors Network
Texas
– -$295K -5,386 Closed
VIP
237
Vantage Investment Partners
Missouri
– -$294K -5,369 Closed
BCM
238
Beck Capital Management
Texas
– -$255K -4,655 Closed
LWAC
239
Laurel Wealth Advisors (California)
California
– -$241K -4,400 Closed
SBIA
240
Sheaff Brock Investment Advisors
Indiana
– -$239K -4,370 Closed
BFA
241
Brendel Financial Advisors
New Hampshire
– -$239K -4,363 Closed
BCA
242
Bay Colony Advisors
Massachusetts
– -$244K -4,361 Closed
RWA
243
RGT Wealth Advisors
Texas
– -$238K -4,343 Closed
SS
244
Simplicity Solutions
Minnesota
– -$236K -4,301 Closed
PA
245
PSI Advisors
Florida
– -$223K -4,073 Closed
RIA
246
Realta Investment Advisors
Delaware
– -$97K -1,783 Closed
S
247
SignatureFD
Georgia
– -$42K -775 Closed
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
– -$42K -765 Closed
MWP
249
MYCIO Wealth Partners
Pennsylvania
– -$27K -500 Closed
LPWM
250
Lake Point Wealth Management
Texas
– -$20K -367 Closed
7 8 9
10
11