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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
37
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.2M
2
Bank of America
Bank of America
North Carolina
$13.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$23.7M
4
BCM
Brookstone Capital Management
Illinois
$3.2M
5
AIP
Ahrens Investment Partners
Louisiana
$7.77M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$9.15M
2
Creative Planning
Creative Planning
Kansas
$179K
3
HighTower Advisors
HighTower Advisors
Illinois
$539K
4
MWM
Meridian Wealth Management
Kentucky
$448K
5
IA
IFP Advisors
Florida
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Compton Capital Management
Rhode Island
$355K +$355K +8,975 New
RC
52
Roundview Capital
New Jersey
$342K +$19.8K +500 +6%
FA
53
FDx Advisors
Illinois
$333K -$303K -7,678 -48%
VKH
54
Virtu KCG Holdings
New York
$323K +$323K +8,174 New
AG
55
Advisor Group
Arizona
$319K +$132K +3,313 +70%
SEI Investments
56
SEI Investments
Pennsylvania
$307K +$297K +7,499 +2,830%
IA
57
IFP Advisors
Florida
$302K -$356K -8,992 -54%
PMG
58
ProVise Management Group
Florida
$298K -$43.6K -1,100 -13%
CAN
59
Cetera Advisor Networks
California
$296K +$296K +7,475 New
LWAC
60
Laurel Wealth Advisors (California)
California
$274K – – –
EDRH
61
Edmond de Rothschild Holding
Switzerland
$265K – – –
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$250K – – –
SWM
63
SVA Wealth Management
Wisconsin
$249K – – –
AA
64
Ancora Advisors
Ohio
$235K – – –
WF
65
Welch & Forbes
Massachusetts
$217K +$2.97K +75 +1%
BCM
66
Beck Capital Management
Texas
$212K -$3.98K -100 -2%
CWM
67
Cornerstone Wealth Management
Missouri
$203K +$203K +5,122 New
SB
68
Suntrust Banks
Georgia
$202K +$202K +5,100 New
WA
69
WFG Advisors
Texas
$185K – – –
US Bancorp
70
US Bancorp
Minnesota
$185K +$90.4K +2,281 +96%
Creative Planning
71
Creative Planning
Kansas
$179K -$815K -20,582 -82%
ADL
72
Asset Dedication LLC
California
$154K +$154K +3,882 New
SF
73
Synovus Financial
Georgia
$116K +$116K +2,900 New
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$62K +$62K +1,580 New
FBT
75
First Bank & Trust
South Dakota
$52K +$52K +1,305 New
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