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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

225 hedge funds and large institutions have $1.38B invested in VanEck Morningstar Wide Moat ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+47
Holders Change %
+26.4%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.38%
New
62
Increased
101
Reduced
34
Closed
12
Calls
–
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K

Top Buyers

1
FIG
1
FundX Investment Group
California
$48.5M
2
MCM
2
Mainstay Capital Management
Michigan
$47.5M
3
LPL Financial
3
LPL Financial
California
$75.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$175M
5
TC
5
Trilogy Capital
California
$14.2M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.8M
2
SWA
2
SFMG Wealth Advisors
Texas
$58.3M
3
CFG
3
CMC Financial Group
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.54M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Beaumont Asset Management
Texas
$11.9M +$11.9M +217,038 New
VCM
27
Verde Capital Management
Michigan
$11.7M +$11.7M +213,959 New
IAA
28
Independent Advisor Alliance
North Carolina
$11.3M +$11.3M +206,861 New
BCM
29
Brookstone Capital Management
Illinois
$11M +$3.04M +55,562 +38%
DC
30
Davenport & Co
Virginia
$10.6M +$525K +9,579 +5%
FSA
31
Financial Services Advisory
Maryland
$9.98M +$9.98M +182,182 New
PS
32
Portfolio Strategies
New York
$9.28M +$8M +145,988 +623%
AI
33
Atria Investments
North Carolina
$8.89M +$7.72M +140,874 +656%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$8.57M -$1.14M -20,824 -12%
SPC
35
Sigma Planning Corp
Michigan
$8.26M +$2.39M +43,543 +41%
Stifel Financial
36
Stifel Financial
Missouri
$7.99M +$2.54M +46,471 +47%
PAG
37
Private Advisor Group
New Jersey
$7.89M +$974K +17,777 +14%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$7.6M -$329K -6,000 -4%
HR
39
Howe & Rusling
New York
$7.39M +$103K +1,876 +1%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$7.36M +$1.42M +25,866 +24%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M -$1.83M -33,436 -20%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$7.29M +$836K +15,265 +13%
SI
43
Stephens Inc
Arkansas
$6.97M +$260K +4,754 +4%
Cerity Partners
44
Cerity Partners
New York
$6.91M +$98.6K +1,800 +1%
DP
45
Denver PWM
Colorado
$6.83M +$62.6K +1,133 +0.9%
CFA
46
Cahill Financial Advisors
Minnesota
$5.39M +$399K +7,276 +8%
MA
47
Mutual Advisors
Nebraska
$5.29M +$1.56M +28,387 +42%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$4.98M +$4.98M +90,906 New
ZIG
49
Zurich Insurance Group
Switzerland
$4.97M +$4.75M +86,338 +2,158%
BC
50
Barnett & Company
Tennessee
$4.58M +$775K +14,138 +20%
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