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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

99 hedge funds and large institutions have $366M invested in VanEck Morningstar Wide Moat ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.33M
2
JFA
2
JNBA Financial Advisors
Minnesota
$39.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.1M
4
LFAS
4
Level Four Advisory Services
Texas
$7.24M
5
VF
5
Virtu Financial
New York
$2.05M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$48.6M
2
NPC
2
National Planning Corporation
California
$3.96M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.55M
4
Wells Fargo
4
Wells Fargo
California
$8.81M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
51
WhitTier Trust Company
Nevada
$530K – – –
GFPC
52
Global Financial Private Capital
Florida
$525K +$525K +13,017 New
PAS
53
Partnervest Advisory Services
California
$493K +$32.2K +799 +7%
OC
54
Oppenheimer & Co
New York
$471K +$471K +11,678 New
GLA
55
Great Lakes Advisors
Illinois
$464K -$4.48K -111 -1%
SEI Investments
56
SEI Investments
Pennsylvania
$463K +$149K +3,701 +48%
RC
57
Roundview Capital
New Jersey
$461K +$112K +2,775 +32%
BAM
58
Belpointe Asset Management
Nevada
$419K +$419K +10,385 New
AG
59
Advisor Group
Arizona
$405K +$80.8K +2,001 +25%
ACP
60
Aveo Capital Partners
Colorado
$374K -$35.9K -889 -9%
CCM
61
Compton Capital Management
Rhode Island
$362K – – –
CAN
62
Cetera Advisor Networks
California
$327K +$28K +700 +9%
IA
63
IFP Advisors
Florida
$320K +$12.7K +316 +4%
PMG
64
ProVise Management Group
Florida
$304K – – –
LWAC
65
Laurel Wealth Advisors (California)
California
$280K – – –
WEC
66
Winslow Evans & Crocker
Massachusetts
$280K -$161K -4,000 -37%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$258K – – –
SWM
68
SVA Wealth Management
Wisconsin
$254K – – –
CWM
69
Cornerstone Wealth Management
Missouri
$241K +$35.7K +890 +17%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$241K +$224K +5,539 +1,285%
AA
71
Ancora Advisors
Ohio
$240K – – –
BRWA
72
B. Riley Wealth Advisors
Florida
$225K +$225K +5,573 New
WF
73
Welch & Forbes
Massachusetts
$221K – – –
BCM
74
Beck Capital Management
Texas
$215K – – –
SB
75
Suntrust Banks
Georgia
$206K – – –
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3
4 5