MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

71 hedge funds and large institutions have $399M invested in VanEck Morningstar Wide Moat ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
11
Increased
21
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
SFMG Wealth Advisors
Texas
$88.1M
2
MIS
2
Morningstar Investment Services
Illinois
$41.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.54M
4
LPL Financial
4
LPL Financial
California
$33.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.79M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11.1M
2
UBS Group
2
UBS Group
Switzerland
$47.2M
3
BTS
3
BB&T Securities
Virginia
$0
4
Wells Fargo
4
Wells Fargo
California
$6.37M
5
AA
5
Ancora Advisors
Ohio
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Beck Capital Management
Texas
$234K – – –
WA
52
WFG Advisors
Texas
$228K -$48.8K -1,609 -18%
PAS
53
Partnervest Advisory Services
California
$202K -$7.74K -256 -4%
AIC
54
Ayalon Insurance Company
Israel
$136K +$136K +4,500 New
US Bancorp
55
US Bancorp
Minnesota
$72K -$125K -4,130 -63%
GAM
56
Gemmer Asset Management
California
$58K – – –
UFA
57
US Financial Advisors
Massachusetts
$38K -$71K -2,346 -65%
SSB
58
Sandy Spring Bank
Maryland
$24K – – –
MAA
59
Managed Account Advisors
New Jersey
$23K +$23K +775 New
Citigroup
60
Citigroup
New York
$22K -$22.5K -747 -51%
Creative Planning
61
Creative Planning
Kansas
$15K -$6K -200 -29%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$14K -$18.3K -598 -57%
WCM
63
Wealthcare Capital Management
Virginia
$14K +$14K +477 New
TRCT
64
Tower Research Capital (TRC)
New York
$12K +$12K +388 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$9K – – –
CTC
66
Central Trust Company
Missouri
$9K – – –
TWA
67
TCI Wealth Advisors
Arizona
$8K +$8K +250 New
PVH
68
Psagot Value Holdings
Israel
$6K +$6K +202 New
PSUF
69
People's United Financial
Connecticut
$5K – – –
NFG
70
Next Financial Group
Texas
$3K – – –
VC
71
Vicus Capital
Pennsylvania
$647 -$358 -11,810 -36%
Millennium Management
72
Millennium Management
New York
– -$873K -28,099 Closed
RIL
73
Rothschild Investment LLC
Illinois
– -$429K -13,819 Closed
BTS
74
BB&T Securities
Virginia
– -$2.9M -9,325 Closed
Deutsche Bank
75
Deutsche Bank
Germany
– -$285K -9,213 Closed
1 2
3
4