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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.38B invested in VanEck Morningstar Wide Moat ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+47
Holders Change %
+26.4%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.38%
New
62
Increased
101
Reduced
34
Closed
12
Calls
–
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K

Top Buyers

1
FIG
1
FundX Investment Group
California
$48.5M
2
MCM
2
Mainstay Capital Management
Michigan
$47.5M
3
LPL Financial
3
LPL Financial
California
$75.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$175M
5
TC
5
Trilogy Capital
California
$14.2M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.8M
2
SWA
2
SFMG Wealth Advisors
Texas
$58.3M
3
CFG
3
CMC Financial Group
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.54M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Covington Capital Management
California
$4.57M +$430K +7,845 +10%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$4.54M -$2.48M -45,209 -35%
Truist Financial
53
Truist Financial
North Carolina
$4.48M +$4.48M +81,775 New
US Bancorp
54
US Bancorp
Minnesota
$4.47M +$4.33M +78,996 +3,141%
LWM
55
Lionsbridge Wealth Management
Florida
$3.98M +$3.98M +72,371 New
SPIA
56
Steward Partners Investment Advisory
New York
$3.96M +$589K +10,747 +17%
AG
57
Advisor Group
Arizona
$3.91M +$270K +4,928 +7%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$3.71M +$447K +8,152 +14%
IA
59
IFP Advisors
Florida
$3.59M +$391K +7,056 +12%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$3.42M +$3.42M +61,778 New
Citigroup
61
Citigroup
New York
$3.4M +$1.32M +24,063 +63%
LFAS
62
Level Four Advisory Services
Texas
$3.25M -$70.4K -1,285 -2%
ACM
63
Avalon Capital Management
California
$3.12M +$236K +4,300 +8%
PA
64
Prism Advisors
California
$3.1M +$22.1K +404 +0.7%
MML Investors Services
65
MML Investors Services
Massachusetts
$3M +$515K +9,410 +21%
IWM
66
IHT Wealth Management
Illinois
$2.68M +$59.9K +1,093 +2%
SFS
67
Sowell Financial Services
Arkansas
$2.66M +$1.79M +32,731 +207%
LNC
68
Lincoln National Corp
Pennsylvania
$2.57M +$2.24M +40,812 +678%
TP
69
Tranquility Partners
Tennessee
$2.46M -$21.4K -391 -0.9%
Jane Street
70
Jane Street
New York
$2.39M +$2.39M +43,664 New
FAIM
71
Financial Advocates Investment Management
Washington
$2.37M -$94.9K -1,733 -4%
AWM
72
AE Wealth Management
Kansas
$2.08M +$1.84M +33,665 +776%
RC
73
Roundview Capital
New Jersey
$2.02M +$788K +14,391 +64%
11A
74
10-15 Associates
New York
$1.94M +$32K +585 +2%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.92M +$750K +13,703 +64%
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