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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

225 hedge funds and large institutions have $1.38B invested in VanEck Morningstar Wide Moat ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+47
Holders Change %
+26.4%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.38%
New
62
Increased
101
Reduced
34
Closed
12
Calls
–
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K

Top Buyers

1
FIG
1
FundX Investment Group
California
$48.5M
2
MCM
2
Mainstay Capital Management
Michigan
$47.5M
3
LPL Financial
3
LPL Financial
California
$75.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$175M
5
TC
5
Trilogy Capital
California
$14.2M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.8M
2
SWA
2
SFMG Wealth Advisors
Texas
$58.3M
3
CFG
3
CMC Financial Group
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.54M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
76
TRUE Private Wealth Advisors
Oregon
$1.87M -$3.12K -57 -0.2%
WS
77
Wedbush Securities
California
$1.66M +$13.4K +244 +0.8%
BCM
78
Barometer Capital Management
Ontario, Canada
$1.63M +$1.63M +29,780 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.57M +$1.57M +28,576 New
MCM
80
Mengis Capital Management
Oregon
$1.54M -$48.5K -885 -3%
Goldman Sachs
81
Goldman Sachs
New York
$1.5M +$557K +10,170 +59%
GTAM
82
Global Trust Asset Management
Florida
$1.45M -$209K -3,808 -13%
PMG
83
ProVise Management Group
Florida
$1.45M -$46.7K -852 -3%
OC
84
Oppenheimer & Co
New York
$1.41M +$278K +5,068 +24%
AAS
85
Avantax Advisory Services
Texas
$1.39M +$1.39M +25,271 New
HCIA
86
Hochman Cole Investment Advisors
Illinois
$1.35M +$393K +7,173 +41%
PP
87
Professional Planning
California
$1.33M +$96.4K +1,761 +8%
CPC
88
Cookson Peirce & Co
Pennsylvania
$1.33M +$447K +8,165 +51%
GIA
89
Gladstone Institutional Advisory
Florida
$1.31M +$114K +2,078 +10%
VWM
90
Venturi Wealth Management
Texas
$1.29M -$2.08K -38 -0.2%
ACA
91
Ascension Capital Advisors
Texas
$1.26M +$1.26M +22,977 New
BFO
92
Boston Family Office
Massachusetts
$1.25M +$18.7K +341 +2%
EE
93
EWG Elevate
California
$1.25M +$1.25M +22,857 New
MWM
94
Meridian Wealth Management
Kentucky
$1.25M +$248K +4,535 +25%
FAAS
95
First Allied Advisory Services
California
$1.23M -$3.34K -61 -0.3%
AMC
96
Asset Management Corp
Illinois
$1.21M +$1.21M +22,134 New
VWA
97
V Wealth Advisors
Kansas
$1.2M – – –
SG
98
StoneX Group
New York
$1.11M +$69K +1,260 +7%
PG
99
Patten Group
Tennessee
$1.1M +$286K +5,220 +35%
PAS
100
Partnervest Advisory Services
California
$1.1M -$145K -2,650 -12%
2 3
4
5 6