MOAT icon

VanEck Morningstar Wide Moat ETF

98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
37
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIFH
76
Migdal Insurance & Financial Holdings
Israel
$37K
NFG
77
Next Financial Group
Texas
$34K
SSB
78
Sandy Spring Bank
Maryland
$32K
NA
79
NewEdge Advisors
Louisiana
$28.6K +$28.6K +727 New
PRS
80
Pinkerton Retirement Specialists
Idaho
$24K +$24K +614 New
VWA
81
V Wealth Advisors
Kansas
$22K +$22K +567 New
RFM
82
Royal Fund Management
Florida
$19K
DADC
83
D.A. Davidson & Co
Montana
$19K +$19K +500 New
UBS AM
84
UBS AM
Illinois
$18.7K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$17K -$48.1K -1,219 -74%
MLFP
86
MPS Loria Financial Planners
Illinois
$16K +$16K +400 New
PK
87
Pflug Koory
Nebraska
$14K
PG
88
Patten Group
Tennessee
$13K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$12K
BlackRock
90
BlackRock
New York
$10K
PS
91
Portfolio Solutions
Michigan
$8K
PSUF
92
People's United Financial
Connecticut
$7K
GWM
93
Geneos Wealth Management
Colorado
$7K +$7K +200 New
GAM
94
Gemmer Asset Management
California
$5K
SWA
95
Sutton Wealth Advisors
Florida
$3.96K
CCM
96
Cribstone Capital Management
Maine
$2K
AIM
97
Anchor Investment Management
South Carolina
$1.98K +$1.98K +50 New
BIG
98
Bellwether Investment Group
Tennessee
-$44K -1,181 Closed
CAG
99
Crestwood Advisors Group
Massachusetts
-$26K -671 Closed