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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

178 hedge funds and large institutions have $911M invested in VanEck Morningstar Wide Moat ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
23
Increased
84
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$64.2M
2
Bank of America
2
Bank of America
North Carolina
$74.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Cerity Partners
4
Cerity Partners
New York
$9.96M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$15.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$36.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$830K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$0
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
51
Tranquility Partners
Tennessee
$2.16M +$2.16M +44,889 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.06M +$1.31M +27,368 +177%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.95M +$1.62M +33,719 +495%
MC
54
Moors & Cabot
Massachusetts
$1.79M +$49.7K +1,036 +3%
Citigroup
55
Citigroup
New York
$1.77M +$17.5K +364 +1%
Jane Street
56
Jane Street
New York
$1.77M +$1.77M +36,849 New
TPWA
57
TRUE Private Wealth Advisors
Oregon
$1.65M -$1.74M -36,284 -51%
FA
58
FDx Advisors
Illinois
$1.59M -$66.6K -1,387 -4%
WS
59
Wedbush Securities
California
$1.55M +$14K +292 +0.9%
GCMG
60
Gyroscope Capital Management Group
Florida
$1.49M +$3.99K +82 +0.3%
GC
61
Gilbert & Cook
Iowa
$1.44M -$185K -3,843 -11%
MCM
62
Mengis Capital Management
Oregon
$1.39M -$33.6K -700 -2%
11A
63
10-15 Associates
New York
$1.39M +$41.4K +862 +3%
VWM
64
Venturi Wealth Management
Texas
$1.13M – – –
PP
65
Professional Planning
California
$1.12M +$43.5K +905 +4%
PAS
66
Partnervest Advisory Services
California
$1.11M +$108K +2,260 +11%
PMG
67
ProVise Management Group
Florida
$1.08M -$179K -3,735 -14%
GIA
68
Gladstone Institutional Advisory
Florida
$1.08M +$1.08M +22,406 New
BFO
69
Boston Family Office
Massachusetts
$1.03M +$423K +8,795 +69%
FAIM
70
Financial Advocates Investment Management
Washington
$1.03M +$1.03M +21,359 New
FAAS
71
First Allied Advisory Services
California
$952K +$76.7K +1,597 +9%
RC
72
Roundview Capital
New Jersey
$907K +$295K +6,140 +48%
SG
73
StoneX Group
New York
$891K +$62.7K +1,305 +8%
AI
74
Atria Investments
North Carolina
$873K +$43.1K +907 +5%
GTAM
75
Global Trust Asset Management
Florida
$867K -$14.4K -300 -2%
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3
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