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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

56 hedge funds and large institutions have $231M invested in VanEck Morningstar Wide Moat ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
33
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.4M
2
U
2
UBS
Switzerland
$44.9M
3
BTS
3
BB&T Securities
Virginia
$2.28M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$10.6M
5
MIS
5
Morningstar Investment Services
Illinois
$25.1M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
UAS
2
United Asset Strategies
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$519K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18K
5
DAS
5
Dynamic Advisor Solutions
Arizona
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$1.06M +$41.4K +1,352 +4%
CAN
27
Cetera Advisor Networks
California
$1.04M +$293K +9,548 +39%
MCC
28
Mid Continent Capital
Illinois
$997K +$221K +7,225 +29%
BCM
29
Brookstone Capital Management
Illinois
$953K +$141K +4,602 +17%
GOCM
30
Grey Owl Capital Management
Virginia
$794K +$391K +12,750 +97%
SWM
31
SVA Wealth Management
Wisconsin
$668K +$76.7K +2,503 +13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$519K -$285K -9,292 -35%
Goldman Sachs
33
Goldman Sachs
New York
$482K – – –
SWA
34
SFMG Wealth Advisors
Texas
$439K +$439K +14,310 New
Barclays
35
Barclays
United Kingdom
$430K +$118K +3,934 +38%
MFS
36
MSI Financial Services
Massachusetts
$423K +$15.6K +510 +4%
DAS
37
Dynamic Advisor Solutions
Arizona
$398K -$151K -4,917 -27%
GLA
38
Great Lakes Advisors
Illinois
$346K -$16.7K -545 -5%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$305K +$305K +9,936 New
VFS
40
VSR Financial Services
Kansas
$302K +$302K +9,864 New
BCM
41
Beck Capital Management
Texas
$242K – – –
US Bancorp
42
US Bancorp
Minnesota
$216K +$40.3K +1,317 +23%
AW
43
ACG Wealth
Georgia
$207K -$73.5K -2,400 -26%
SI
44
SII Investments
Wisconsin
$207K +$207K +6,747 New
FAAS
45
First Allied Advisory Services
California
$204K +$204K +6,700 New
WA
46
WFG Advisors
Texas
$138K +$83.2K +2,709 +152%
Deutsche Bank
47
Deutsche Bank
Germany
$103K +$103K +3,365 New
PAS
48
Partnervest Advisory Services
California
$81K -$19.2K -627 -19%
GAM
49
Gemmer Asset Management
California
$70K – – –
Citigroup
50
Citigroup
New York
$39K +$12.1K +397 +45%
1
2
3