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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

128 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.93%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
14
Increased
46
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$7.38M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.86M
3
OIA
3
OneDigital Investment Advisors
Kansas
$24.4M
4
Northern Trust
4
Northern Trust
Illinois
$1.84M
5
SWA
5
SFMG Wealth Advisors
Texas
$52.1M

Top Sellers

1
TI
1
TTP Investments
California
$40.5M
2
PS
2
Portfolio Strategies
New York
$22K
3
LPL Financial
3
LPL Financial
California
$21.5M
4
AW
4
ACG Wealth
Georgia
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
76
Boston Family Office
Massachusetts
$262K -$1.31K -30 -0.5%
AA
77
Ancora Advisors
Ohio
$260K – – –
IWM
78
IHT Wealth Management
Illinois
$260K +$9.26K +213 +4%
CWA
79
Clarus Wealth Advisors
Arizona
$253K – – –
MC
80
Moors & Cabot
Massachusetts
$248K – – –
PAS
81
Park Avenue Securities
New York
$247K +$5.46K +125 +2%
WF
82
Welch & Forbes
Massachusetts
$238K – – –
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$224K +$224K +5,135 New
SB
84
Suntrust Banks
Georgia
$222K -$3.05K -70 -1%
PP
85
Prudential plc
United Kingdom
$222K +$222K +5,100 New
BCM
86
Beck Capital Management
Texas
$204K -$28.4K -650 -12%
ADL
87
Asset Dedication LLC
California
$169K – – –
PFP
88
Pinnacle Financial Partners
Tennessee
$151K -$8.63K -198 -5%
CF
89
Centaurus Financial
California
$141K +$141K +3,232 New
NL
90
NVWM LLC
Pennsylvania
$137K – – –
MIFH
91
Migdal Insurance & Financial Holdings
Israel
$116K +$59.9K +1,370 +107%
US Bancorp
92
US Bancorp
Minnesota
$104K -$206K -4,730 -66%
BCA
93
Bay Colony Advisors
Massachusetts
$88K +$88K +2,020 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65K +$25.1K +577 +63%
GWM
95
Geneos Wealth Management
Colorado
$64K +$3.46K +80 +6%
CCM
96
Covington Capital Management
California
$64K +$4.32K +100 +7%
WWM
97
Wagner Wealth Management
South Carolina
$61K – – –
APA
98
American Portfolios Advisors
New York
$56.6K +$37.9K +869 +202%
SEI Investments
99
SEI Investments
Pennsylvania
$55K – – –
MCM
100
Mainstay Capital Management
Michigan
$50K -$47.9K -1,094 -49%
2 3
4
5 6