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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

134 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
28
Increased
47
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.1M
2
OIA
2
OneDigital Investment Advisors
Kansas
$22M
3
Jane Street
3
Jane Street
New York
$3.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$76.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.33M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$1.76M
2
Bank of America
2
Bank of America
North Carolina
$15.2M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$966K
4
Wells Fargo
4
Wells Fargo
California
$5.96M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.33M +$2.85M +69,322 +593%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$3.24M +$1.67M +40,243 +106%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.12M +$543K +13,091 +21%
SPC
29
Sigma Planning Corp
Michigan
$3.11M +$129K +3,106 +4%
CFA
30
Cahill Financial Advisors
Minnesota
$3.02M +$47.7K +1,150 +2%
AW
31
ACG Wealth
Georgia
$2.92M +$286K +6,890 +11%
Ameriprise
32
Ameriprise
Minnesota
$2.25M -$1.13M -27,259 -33%
SI
33
Stephens Inc
Arkansas
$2.03M +$164K +3,959 +9%
GC
34
Gilbert & Cook
Iowa
$1.8M +$1.8M +43,365 New
LFAS
35
Level Four Advisory Services
Texas
$1.76M -$5.99M -144,288 -77%
Citigroup
36
Citigroup
New York
$1.62M +$274K +6,619 +20%
DC
37
Davenport & Co
Virginia
$1.62M -$220K -5,316 -12%
PAG
38
Private Advisor Group
New Jersey
$1.41M +$966K +23,284 +220%
WS
39
Wedbush Securities
California
$1.37M -$8.42K -203 -0.6%
FA
40
FDx Advisors
Illinois
$1.37M +$499K +12,034 +58%
HCIA
41
Hochman Cole Investment Advisors
Illinois
$1.29M -$101K -2,430 -7%
MCM
42
Mengis Capital Management
Oregon
$1.23M – – –
Allianz Asset Management
43
Allianz Asset Management
Germany
$1.16M – – –
DAS
44
Dynamic Advisor Solutions
Arizona
$966K -$2.17M -52,273 -69%
TRCT
45
Tower Research Capital (TRC)
New York
$945K +$945K +22,786 New
ATC
46
Argent Trust Co
Tennessee
$854K -$870K -20,962 -50%
FAAS
47
First Allied Advisory Services
California
$784K +$23.7K +570 +3%
PP
48
Professional Planning
California
$735K +$75.3K +1,815 +11%
GTAM
49
Global Trust Asset Management
Florida
$660K -$427K -10,304 -39%
PAS
50
Partnervest Advisory Services
California
$602K +$38.7K +935 +7%
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