MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

131 hedge funds and large institutions have $477M invested in VanEck Morningstar Wide Moat ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
15
Increased
53
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$5.47M
2
DP
2
Denver PWM
Colorado
$5.07M
3
Bank of America
3
Bank of America
North Carolina
$21.1M
4
Ameriprise
4
Ameriprise
Minnesota
$5.85M
5
SWA
5
SFMG Wealth Advisors
Texas
$55.3M

Top Sellers

1
JFA
1
JNBA Financial Advisors
Minnesota
$0
2
OIA
2
OneDigital Investment Advisors
Kansas
$0
3
BCI
3
Brinker Capital Investments
Pennsylvania
$1.1M
4
TI
4
TTP Investments
California
$36.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.38M 72,326 -9,852 -12%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$3.26M 69,768 -2,283 -3%
CFA
28
Cahill Financial Advisors
Minnesota
$3.26M 69,668 -220 -0.3%
PAG
29
Private Advisor Group
New Jersey
$2.74M 58,593 +35,024 +149%
SI
30
Stephens Inc
Arkansas
$2.38M 50,927 +1,250 +3%
DAS
31
Dynamic Advisor Solutions
Arizona
$2.21M 47,272 +22,159 +88%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.21M 47,279 +37,406 +379%
LFAS
33
Level Four Advisory Services
Texas
$2.08M 44,529 +1,375 +3%
Northern Trust
34
Northern Trust
Illinois
$1.93M 41,341 -872 -2%
DC
35
Davenport & Co
Virginia
$1.93M 41,301 +2,291 +6%
GC
36
Gilbert & Cook
Iowa
$1.92M 41,029 -723 -2%
SG Americas Securities
37
SG Americas Securities
New York
$1.71M 36,527 +36,527 New
FA
38
FDx Advisors
Illinois
$1.59M 34,035 -1,110 -3%
WS
39
Wedbush Securities
California
$1.53M 32,804 +56 +0.2%
MCM
40
Mengis Capital Management
Oregon
$1.39M 29,670 – –
Citigroup
41
Citigroup
New York
$1.27M 27,159 +300 +1%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.25M 26,784 +14,821 +124%
PMG
43
ProVise Management Group
Florida
$1.23M 26,315 -1,420 -5%
GTAM
44
Global Trust Asset Management
Florida
$1.12M 23,882 +13,800 +137%
IA
45
IFP Advisors
Florida
$1.1M 23,527 +3,734 +19%
BCI
46
Brinker Capital Investments
Pennsylvania
$1.1M 23,495 -279,570 -92%
AG
47
Advisor Group
Arizona
$873K 18,669 +7,320 +64%
FAAS
48
First Allied Advisory Services
California
$860K 18,409 -561 -3%
HCIA
49
Hochman Cole Investment Advisors
Illinois
$854K 18,271 – –
PP
50
Professional Planning
California
$854K 18,267 +761 +4%
1
2
3 4 5