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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.71%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78M
3
RJA
3
Raymond James & Associates
Florida
$54.6M
4
FSA
4
Financial Services Advisory
Maryland
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$7.1M
2
FIG
2
FundX Investment Group
California
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.93M
4
JFA
4
JNBA Financial Advisors
Minnesota
$47.2M
5
BCM
5
Brookstone Capital Management
Illinois
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
226
Vectors Research Management
New York
$1K – – –
CHA
227
Carmichael Hill & Associates
Maryland
$1K – – –
GI
228
Gradient Investments
Minnesota
$1K – – –
FWP
229
FAS Wealth Partners
Kansas
$1K +$1K +28 New
FIG
230
FundX Investment Group
California
– -$26.4M -604,347 Closed
BSAM
231
Blue Sky Asset Management
Colorado
– -$4.21M -96,162 Closed
IWM
232
IHT Wealth Management
Illinois
– -$2.37M -54,159 Closed
VWM
233
Venturi Wealth Management
Texas
– -$1.03M -23,581 Closed
HF
234
HRT Financial
New York
– -$869K -19,874 Closed
MC
235
Moors & Cabot
Massachusetts
– -$613K -14,149 Closed
ACP
236
Aveo Capital Partners
Colorado
– -$248K -5,675 Closed
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
– -$133K -3,136 Closed
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
– -$88K -2,020 Closed
GSWM
239
Golden State Wealth Management
California
– -$62K -1,406 Closed
SF
240
Synovus Financial
Georgia
– -$55K -1,248 Closed
AF
241
Advisornet Financial
Minnesota
– -$52K -1,189 Closed
RFM
242
Royal Fund Management
Florida
– -$40K -934 Closed
EWM
243
EPG Wealth Management
Georgia
– -$36K -830 Closed
NL
244
NVWM LLC
Pennsylvania
– -$25K -573 Closed
DWM
245
Darwin Wealth Management
Florida
– -$12K -280 Closed
BC
246
Bartlett & Co
Ohio
– -$7K -151 Closed
BCWM
247
Bartlett & Co Wealth Management
Ohio
– -$6.61K -151 Closed
SWA
248
Stratos Wealth Advisors
Ohio
– -$5K -125 Closed
KTC
249
Kistler-Tiffany Companies
Pennsylvania
– -$5K -92 Closed
HFS
250
Hantz Financial Services
Michigan
– -$3K -77 Closed
7 8 9
10
11