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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.47B invested in VanEck Morningstar Wide Moat ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.38%
New
20
Increased
79
Reduced
72
Closed
22
Calls
$2.42M
Puts
$557K
Net Calls
+$1.86M
Net Calls Change
+$20K

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$18.5M
2
PS
2
Planned Solutions
California
$16.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.6M
4
VWA
4
Visionary Wealth Advisors
Illinois
$6.93M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$9.69M

Top Sellers

1
RC
1
Randolph Company
Ohio
$0
2
TC
2
Trilogy Capital
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$579K
4
CAG
4
Csenge Advisory Group
Florida
$1.13M
5
LPL Financial
5
LPL Financial
California
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$10.6M 193,505 +147,700 +322%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$10.3M 188,537 -36,770 -16%
CAN
28
Cetera Advisor Networks
California
$10.3M 188,408 -1,826 -1%
DC
29
Davenport & Co
Virginia
$10M 183,954 +407 +0.2%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$9.69M 177,469 +116,363 +190%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$9.07M 166,125 +6,353 +4%
CCM
32
Covington Capital Management
California
$9.05M 165,798 +20,695 +14%
CFA
33
Cahill Financial Advisors
Minnesota
$8.81M 161,441 +246 +0.2%
AA
34
Apriem Advisors
California
$7.95M 145,616 +2,113 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$7.68M 140,619 +14,792 +12%
SWA
36
SFMG Wealth Advisors
Texas
$7.11M 130,262 -5,644 -4%
VWA
37
Visionary Wealth Advisors
Illinois
$6.93M 127,018 +127,018 New
KA
38
Kovack Advisors
Florida
$6.92M 126,733 -12,395 -9%
SI
39
Stephens Inc
Arkansas
$6.53M 119,583 +3,207 +3%
ZIG
40
Zurich Insurance Group
Switzerland
$6.47M 118,578 -6,385 -5%
IF
41
IRON Financial
Illinois
$6.36M 116,469 -99 -0.1%
AIP
42
Ahrens Investment Partners
Louisiana
$6.23M 114,038 -25,709 -18%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$6.19M 113,944 -7,898 -6%
AF
44
Apexium Financial
Texas
$6.02M 109,783 +57,581 +110%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.87M 107,582 +597 +0.6%
LWM
46
Lionsbridge Wealth Management
Florida
$5.86M 107,330 +20,630 +24%
AWE
47
Avidian Wealth Enterprises
Texas
$5.81M 106,358 +5,599 +6%
Stifel Financial
48
Stifel Financial
Missouri
$5.45M 99,784 -687 -0.7%
DP
49
Denver PWM
Colorado
$5.38M 98,462 +1,754 +2%
LFAS
50
Level Four Advisory Services
Texas
$5.35M 98,039 +30,074 +44%
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