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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

134 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
28
Increased
47
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.1M
2
OIA
2
OneDigital Investment Advisors
Kansas
$22M
3
Jane Street
3
Jane Street
New York
$3.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$76.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.33M

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$1.76M
2
Bank of America
2
Bank of America
North Carolina
$15.2M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$966K
4
Wells Fargo
4
Wells Fargo
California
$5.96M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$295K +$157K +3,782 +113%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$40.1K +990 +16%
Renaissance Technologies
78
Renaissance Technologies
New York
$289K +$289K +6,970 New
WEC
79
Winslow Evans & Crocker
Massachusetts
$288K – – –
CWM
80
Cornerstone Wealth Management
Missouri
$271K +$23K +573 +9%
Creative Planning
81
Creative Planning
Kansas
$270K +$32.4K +779 +14%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$265K +$265K +6,387 New
PG
83
Patten Group
Tennessee
$259K +$134K +3,235 +107%
SWM
84
SVA Wealth Management
Wisconsin
$254K +$6.46K +160 +3%
CWA
85
Clarus Wealth Advisors
Arizona
$253K +$40.2K +969 +19%
BFO
86
Boston Family Office
Massachusetts
$251K +$52.3K +1,260 +26%
AA
87
Ancora Advisors
Ohio
$247K – – –
BRWA
88
B. Riley Wealth Advisors
Florida
$245K +$17.5K +421 +8%
LWAC
89
Laurel Wealth Advisors (California)
California
$244K -$43.4K -1,050 -15%
IWM
90
IHT Wealth Management
Illinois
$234K +$8.89K +219 +4%
MC
91
Moors & Cabot
Massachusetts
$234K +$234K +5,638 New
WF
92
Welch & Forbes
Massachusetts
$227K – – –
PAS
93
Park Avenue Securities
New York
$224K +$224K +5,533 New
BCM
94
Beck Capital Management
Texas
$221K – – –
SB
95
Suntrust Banks
Georgia
$214K +$2.9K +70 +1%
ADL
96
Asset Dedication LLC
California
$161K – – –
PFP
97
Pinnacle Financial Partners
Tennessee
$152K +$152K +3,663 New
NL
98
NVWM LLC
Pennsylvania
$127K -$1.82K -45 -1%
MCM
99
Mainstay Capital Management
Michigan
$92K +$43.7K +1,063 +91%
WWM
100
Wagner Wealth Management
South Carolina
$58K – – –
2 3
4
5 6