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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

99 hedge funds and large institutions have $366M invested in VanEck Morningstar Wide Moat ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.33M
2
JFA
2
JNBA Financial Advisors
Minnesota
$39.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$70.1M
4
LFAS
4
Level Four Advisory Services
Texas
$7.24M
5
VF
5
Virtu Financial
New York
$2.05M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$48.6M
2
NPC
2
National Planning Corporation
California
$3.96M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.55M
4
Wells Fargo
4
Wells Fargo
California
$8.81M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
76
Asset Dedication LLC
California
$157K – – –
US Bancorp
77
US Bancorp
Minnesota
$141K -$47.8K -1,181 -25%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$109K +$45.3K +1,125 +71%
GWM
79
Geneos Wealth Management
Colorado
$56K +$48K +1,200 +600%
CCM
80
Covington Capital Management
California
$56K +$56K +1,380 New
FBT
81
First Bank & Trust
South Dakota
$53K – – –
BL
82
Balentine LLC
Georgia
$40K +$40K +1,000 New
MIFH
83
Migdal Insurance & Financial Holdings
Israel
$37K – – –
SSB
84
Sandy Spring Bank
Maryland
$32K – – –
RFM
85
Royal Fund Management
Florida
$20K – – –
UBS AM
86
UBS AM
Illinois
$19.1K – – –
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
$9K -$1.19K -29 -12%
PS
91
Portfolio Solutions
Michigan
$8K – – –
GAM
92
Gemmer Asset Management
California
$5K – – –
SWA
93
Sutton Wealth Advisors
Florida
$4.03K – – –
LC
94
Landaas & Company
Wisconsin
$4K +$4K +100 New
BCM
95
Blume Capital Management
California
$3K +$3K +75 New
AIM
96
Anchor Investment Management
South Carolina
$2.02K – – –
CCM
97
Cribstone Capital Management
Maine
$2K – – –
ASN
98
Advisory Services Network
Georgia
$1K +$1K +23 New
MWM
99
Meridian Wealth Management
Kentucky
– -$448K -11,340 Closed
EDRH
100
Edmond de Rothschild Holding
Switzerland
– -$265K -6,700 Closed
1 2 3
4
5