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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.68%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
1
Randolph Company
Ohio
$16.7M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.1M
5
Truist Financial
5
Truist Financial
North Carolina
$12M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$28.9M
3
LPL Financial
3
LPL Financial
California
$46.2M
4
FIG
4
FundX Investment Group
California
$26.4M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$8.83M +$2.76M +63,000 +45%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$8.8M -$5.4M -123,432 -38%
BCM
28
Brookstone Capital Management
Illinois
$7.93M -$890K -20,341 -10%
DC
29
Davenport & Co
Virginia
$7.72M -$782K -17,887 -9%
CAN
30
Cetera Advisor Networks
California
$7.47M +$6.6M +150,784 +751%
AIP
31
Ahrens Investment Partners
Louisiana
$7.41M -$2.65M -60,552 -26%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.34M +$3.72M +85,060 +103%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.09M -$754K -17,241 -11%
AA
34
Apriem Advisors
California
$5.9M +$5.9M +134,857 New
SEEDPG
35
S.E.E.D. Planning Group
New York
$5.82M +$5.82M +133,047 New
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$5.7M -$180K -4,110 -3%
CCM
37
Covington Capital Management
California
$5.56M +$1.91M +43,679 +52%
SI
38
Stephens Inc
Arkansas
$5.21M -$353K -8,078 -6%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.13M +$2.73M +62,386 +114%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.11M -$725K -16,570 -12%
Cerity Partners
41
Cerity Partners
New York
$4.69M -$822K -18,800 -15%
ZIG
42
Zurich Insurance Group
Switzerland
$4.5M +$517K +11,710 +13%
CFA
43
Cahill Financial Advisors
Minnesota
$4.5M +$192K +4,388 +4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$4.33M -$1.49M -33,989 -26%
KA
45
Kovack Advisors
Florida
$4.28M +$4.28M +97,775 New
BSAM
46
Blue Sky Asset Management
Colorado
$4.21M +$3.94M +90,024 +1,467%
Stifel Financial
47
Stifel Financial
Missouri
$4.21M -$2.18M -49,802 -34%
BC
48
Barnett & Company
Tennessee
$4.2M +$550K +12,563 +15%
DP
49
Denver PWM
Colorado
$4.14M -$1.05M -24,993 -20%
LFAS
50
Level Four Advisory Services
Texas
$4.06M +$1.47M +33,670 +57%
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