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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

128 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
14
Increased
46
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.38M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.86M
3
OIA
3
OneDigital Investment Advisors
Kansas
$24.4M
4
Northern Trust
4
Northern Trust
Illinois
$1.84M
5
SWA
5
SFMG Wealth Advisors
Texas
$52.1M

Top Sellers

1
TI
1
TTP Investments
California
$40.5M
2
PS
2
Portfolio Strategies
New York
$22K
3
LPL Financial
3
LPL Financial
California
$21.5M
4
AW
4
ACG Wealth
Georgia
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Partnervest Advisory Services
California
$584K -$49.4K -1,134 -8%
WTC
52
WhitTier Trust Company
Nevada
$546K -$19.6K -450 -3%
SG
53
StoneX Group
New York
$527K +$103K +2,368 +24%
MML Investors Services
54
MML Investors Services
Massachusetts
$521K +$37.9K +870 +8%
SPIA
55
Steward Partners Investment Advisory
New York
$507K +$507K +11,632 New
ALIONA
56
Allianz Life Insurance of North America
Minnesota
$501K -$8.06K -185 -2%
AG
57
Advisor Group
Arizona
$494K -$26.7K -613 -5%
WI
58
Wintrust Investments
Illinois
$481K +$481K +11,047 New
RC
59
Roundview Capital
New Jersey
$476K – – –
OC
60
Oppenheimer & Co
New York
$471K -$35.5K -816 -7%
GTAM
61
Global Trust Asset Management
Florida
$439K -$254K -5,830 -37%
BUB
62
BBVA USA Bancshares
Texas
$437K +$90.6K +2,079 +26%
JIP
63
Jaffetilchin Investment Partners
Florida
$434K +$434K +9,952 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$430K +$54.7K +1,255 +15%
AWA
65
Acorn Wealth Advisors
Michigan
$399K +$66.8K +1,532 +20%
BAM
66
Belpointe Asset Management
Nevada
$380K -$26.1K -600 -6%
ACP
67
Aveo Capital Partners
Colorado
$370K -$1.92K -44 -0.5%
PG
68
Patten Group
Tennessee
$355K +$82.9K +1,905 +30%
Creative Planning
69
Creative Planning
Kansas
$336K +$53.1K +1,220 +19%
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$335K -$33.9K -777 -9%
CAN
71
Claraphi Advisory Network
United States
$331K -$3.48K -80 -1%
WEC
72
Winslow Evans & Crocker
Massachusetts
$304K – – –
AI
73
Atria Investments
North Carolina
$296K +$296K +6,785 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$264K -$47.9K -1,099 -15%
BRWA
75
B. Riley Wealth Advisors
Florida
$264K +$7.36K +169 +3%
1 2
3
4 5