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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

178 hedge funds and large institutions have $999M invested in VanEck Morningstar Wide Moat ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
19
Increased
74
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$35.9M
2
Bank of America
2
Bank of America
North Carolina
$95.4M
3
CFG
3
CMC Financial Group
Georgia
$10.5M
4
RJA
4
Raymond James & Associates
Florida
$24.1M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$13.9M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$38.2M
2
SWA
2
SFMG Wealth Advisors
Texas
$64.5M
3
Cerity Partners
3
Cerity Partners
New York
$6.23M
4
TRCT
4
Tower Research Capital (TRC)
New York
$513K
5
FTS
5
Fifth Third Securities
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Avalon Capital Management
California
$2.64M -$81.3K -1,622 -3%
IWM
52
IHT Wealth Management
Illinois
$2.4M -$31.4K -627 -1%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.28M -$14.9K -298 -0.7%
TP
54
Tranquility Partners
Tennessee
$2.27M +$20.1K +401 +0.9%
FAIM
55
Financial Advocates Investment Management
Washington
$2.26M +$1.19M +23,702 +111%
MC
56
Moors & Cabot
Massachusetts
$2.17M +$298K +5,935 +16%
Citigroup
57
Citigroup
New York
$1.9M +$54.8K +1,093 +3%
11A
58
10-15 Associates
New York
$1.75M +$293K +5,842 +20%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$1.72M -$3.31K -66 -0.2%
GTAM
60
Global Trust Asset Management
Florida
$1.52M +$611K +12,189 +68%
WS
61
Wedbush Securities
California
$1.51M -$107K -2,138 -7%
GC
62
Gilbert & Cook
Iowa
$1.48M -$23.1K -460 -2%
MCM
63
Mengis Capital Management
Oregon
$1.45M – – –
PMG
64
ProVise Management Group
Florida
$1.37M +$243K +4,840 +22%
VWA
65
V Wealth Advisors
Kansas
$1.2M +$1.2M +23,987 New
VWM
66
Venturi Wealth Management
Texas
$1.18M – – –
PS
67
Portfolio Strategies
New York
$1.18M +$847K +16,905 +259%
PAS
68
Partnervest Advisory Services
California
$1.14M -$20.4K -406 -2%
PP
69
Professional Planning
California
$1.13M -$34.4K -687 -3%
FAAS
70
First Allied Advisory Services
California
$1.13M +$138K +2,750 +14%
BFO
71
Boston Family Office
Massachusetts
$1.13M +$54.8K +1,093 +5%
RC
72
Roundview Capital
New Jersey
$1.12M +$177K +3,531 +19%
GIA
73
Gladstone Institutional Advisory
Florida
$1.09M -$31.4K -627 -3%
AI
74
Atria Investments
North Carolina
$1.08M +$156K +3,115 +17%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.08M +$240K +4,769 +29%
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3
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