MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.71%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78M
3
RJA
3
Raymond James & Associates
Florida
$54.6M
4
FSA
4
Financial Services Advisory
Maryland
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$7.1M
2
FIG
2
FundX Investment Group
California
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.93M
4
JFA
4
JNBA Financial Advisors
Minnesota
$47.2M
5
BCM
5
Brookstone Capital Management
Illinois
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
51
Snowden Capital Advisors
New York
$4.69M 89,777 +10,563 +13%
SEEDPG
52
S.E.E.D. Planning Group
New York
$4.59M 87,858 -45,189 -34%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.56M 87,282 +29,091 +50%
LWM
54
Lionsbridge Wealth Management
Florida
$4.53M 86,700 +86,700 New
Citigroup
55
Citigroup
New York
$4.24M 81,167 +12,073 +17%
AI
56
Atria Investments
North Carolina
$4.03M 77,107 +5,768 +8%
BCM
57
Brookstone Capital Management
Illinois
$3.6M 68,832 -112,398 -62%
PAG
58
Private Advisor Group
New Jersey
$3.56M 68,158 +5,356 +9%
LFAS
59
Level Four Advisory Services
Texas
$3.56M 67,965 -25,027 -27%
SPIA
60
Steward Partners Investment Advisory
New York
$3.45M 66,084 -5,352 -7%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$3.19M 61,106 +430 +0.7%
FPGK
62
Financial Partners Group (Kansas)
Kansas
$3.17M 60,740 -6,483 -10%
DAS
63
Dynamic Advisor Solutions
Arizona
$3.08M 58,877 +8,646 +17%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$2.93M 56,000 -145,800 -72%
AF
65
Apexium Financial
Texas
$2.73M 52,202 +52,202 New
PA
66
Prism Advisors
California
$2.7M 51,648 +13,342 +35%
ACS
67
Archford Capital Strategies
Illinois
$2.66M 50,876 +19,139 +60%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.6M 49,685 -12,915 -21%
TP
69
Tranquility Partners
Tennessee
$2.48M 47,532 -3,717 -7%
IA
70
IFP Advisors
Florida
$2.41M 46,694 +1,647 +4%
Goldman Sachs
71
Goldman Sachs
New York
$2.39M 45,805 +45,805 New
11A
72
10-15 Associates
New York
$2.25M 43,052 +430 +1%
HCIA
73
Hochman Cole Investment Advisors
Illinois
$2.15M 41,213 +467 +1%
RC
74
Roundview Capital
New Jersey
$1.98M 37,913 +4,895 +15%
OC
75
Oppenheimer & Co
New York
$1.75M 33,530 +6,780 +25%
1 2
3
4 5