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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

71 hedge funds and large institutions have $321M invested in VanEck Morningstar Wide Moat ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
37
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.21M
2
SWA
2
SFMG Wealth Advisors
Texas
$6.28M
3
JFA
3
JNBA Financial Advisors
Minnesota
$26.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.4M
5
MIS
5
Morningstar Investment Services
Illinois
$32.7M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
AI
2
Atria Investments
North Carolina
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$937K
4
UCFA
4
United Capital Financial Advisors
Texas
$483K
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Mid Continent Capital
Illinois
$1.26M +$132K +4,250 +12%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$1.2M +$1.2M +38,094 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.15M +$18.6K +600 +2%
BCM
29
Brookstone Capital Management
Illinois
$1.06M -$40.9K -1,314 -4%
CAN
30
Cetera Advisor Networks
California
$1.06M +$254K +8,153 +32%
VC
31
Vicus Capital
Pennsylvania
$1.03M +$1.03M +33,163 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$937K -$1.87M -60,154 -67%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$928K +$546K +17,577 +143%
MFS
34
MSI Financial Services
Massachusetts
$905K +$64.8K +2,085 +8%
Millennium Management
35
Millennium Management
New York
$873K +$873K +28,099 New
DAS
36
Dynamic Advisor Solutions
Arizona
$857K +$124K +3,977 +17%
SWM
37
SVA Wealth Management
Wisconsin
$686K +$1.86K +60 +0.3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$557K +$233K +7,491 +72%
WTC
39
WhitTier Trust Company
Nevada
$551K +$551K +17,750 New
VFS
40
VSR Financial Services
Kansas
$522K +$158K +5,096 +44%
UCFA
41
United Capital Financial Advisors
Texas
$483K -$1.7M -54,751 -78%
RIL
42
Rothschild Investment LLC
Illinois
$429K -$13.4K -433 -3%
GLA
43
Great Lakes Advisors
Illinois
$426K +$112K +3,614 +36%
OSNBOA
44
Old Second National Bank of Aurora
Illinois
$420K +$420K +13,500 New
CWM
45
Concert Wealth Management
California
$404K +$404K +12,818 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$368K +$350K +11,273 +1,999%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$342K +$342K +11,014 New
SI
48
SII Investments
Wisconsin
$340K +$42.2K +1,352 +14%
Deutsche Bank
49
Deutsche Bank
Germany
$285K +$181K +5,848 +174%
WA
50
WFG Advisors
Texas
$284K +$98.8K +3,177 +53%
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