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VanEck Morningstar Wide Moat ETF

142 hedge funds and large institutions have $577M invested in VanEck Morningstar Wide Moat ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
33
Increased
62
Reduced
22
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
76
Cookson Peirce & Co
Pennsylvania
$440K +$440K +10,695 New
AWA
77
Acorn Wealth Advisors
Michigan
$428K +$7.52K +177 +2%
SB
78
Suntrust Banks
Georgia
$427K +$217K +5,280 +104%
BAM
79
Belpointe Asset Management
Nevada
$403K
CAN
80
Cetera Advisor Networks
California
$401K +$34.7K +849 +9%
US Bancorp
81
US Bancorp
Minnesota
$381K +$283K +6,865 +288%
PPP
82
Private Portfolio Partners
New Jersey
$380K +$380K +9,237 New
GTAM
83
Global Trust Asset Management
Florida
$368K -$615K -14,937 -63%
MC
84
Moors & Cabot
Massachusetts
$312K -$26.5K -656 -8%
CBFP
85
Cedar Brook Financial Partners
Ohio
$309K +$309K +7,505 New
CWM
86
Cornerstone Wealth Management
Missouri
$304K -$9.51M -235,718 -97%
WEC
87
Winslow Evans & Crocker
Massachusetts
$302K +$16.1K +390 +6%
Creative Planning
88
Creative Planning
Kansas
$294K +$26.8K +652 +10%
PP
89
Prudential plc
United Kingdom
$292K +$94.6K +2,300 +48%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$289K +$289K +7,030 New
BTS
91
BB&T Securities
Virginia
$284K +$284K +6,906 New
AA
92
Ancora Advisors
Ohio
$275K +$29.5K +715 +12%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$271K
BFO
94
Boston Family Office
Massachusetts
$270K -$824 -20 -0.3%
CWA
95
Clarus Wealth Advisors
Arizona
$254K +$3.34K +81 +1%
William Blair & Company
96
William Blair & Company
Illinois
$243K +$243K +5,897 New
BRWA
97
B. Riley Wealth Advisors
Florida
$242K +$4.29K +104 +2%
FWM
98
Fairhaven Wealth Management
Illinois
$231K +$231K +5,617 New
WF
99
Welch & Forbes
Massachusetts
$225K
MYIA
100
Mount Yale Investment Advisors
Colorado
$213K +$213K +4,695 New