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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
39
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
TTP Investments
California
$50M
2
SWA
2
SFMG Wealth Advisors
Texas
$48.7M
3
PS
3
Portfolio Strategies
New York
$7.26M
4
LPL Financial
4
LPL Financial
California
$18.1M
5
AW
5
ACG Wealth
Georgia
$2.69M

Top Sellers

1
NPC
1
National Planning Corporation
California
$0
2
UBS Group
2
UBS Group
Switzerland
$48.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.06M
4
VF
4
Virtu Financial
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$7.61M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$233K 5,470 -103 -2%
WF
77
Welch & Forbes
Massachusetts
$232K 5,475 – –
BCM
78
Beck Capital Management
Texas
$226K 5,325 – –
CWA
79
Clarus Wealth Advisors
Arizona
$218K 5,127 +5,127 New
SB
80
Suntrust Banks
Georgia
$216K 5,100 – –
BFO
81
Boston Family Office
Massachusetts
$203K 4,785 +4,785 New
ADL
82
Asset Dedication LLC
California
$165K 3,882 – –
US Bancorp
83
US Bancorp
Minnesota
$141K 3,333 -152 -4%
NL
84
NVWM LLC
Pennsylvania
$135K 3,182 +3,182 New
PG
85
Patten Group
Tennessee
$128K 3,018 +2,698 +843%
CA
86
Calton & Associates
Florida
$71K 1,570 +1,570 New
SEI Investments
87
SEI Investments
Pennsylvania
$64K 1,506 -9,959 -87%
WWM
88
Wagner Wealth Management
South Carolina
$62K 1,400 +1,400 New
GWM
89
Geneos Wealth Management
Colorado
$59K 1,400 – –
CCM
90
Covington Capital Management
California
$59K 1,380 – –
FBT
91
First Bank & Trust
South Dakota
$55K 1,305 – –
AWA
92
Acorn Wealth Advisors
Michigan
$54K 1,241 +1,241 New
SWP
93
Stratos Wealth Partners
Ohio
$50K 1,168 +1,168 New
MCM
94
Mainstay Capital Management
Michigan
$50K 1,174 +1,174 New
UBS AM
95
UBS AM
Illinois
$34.3K 808 +334 +70%
PGWM
96
Parisi Gray Wealth Management
New Jersey
$30K 700 +700 New
MIFH
97
Migdal Insurance & Financial Holdings
Israel
$28K 660 -265 -29%
AF
98
Advisornet Financial
Minnesota
$25K 600 +600 New
RFM
99
Royal Fund Management
Florida
$21K 506 +7 +1%
SP
100
SWS Partners
Ohio
$21K 498 +498 New
1 2 3
4
5