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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.68%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
1
Randolph Company
Ohio
$16.7M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.1M
5
Truist Financial
5
Truist Financial
North Carolina
$12M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$28.9M
3
LPL Financial
3
LPL Financial
California
$46.2M
4
FIG
4
FundX Investment Group
California
$26.4M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Mengis Capital Management
Oregon
$1.28M +$53.6K +1,225 +4%
PAS
77
Partnervest Advisory Services
California
$1.19M +$314K +7,181 +36%
OC
78
Oppenheimer & Co
New York
$1.17M +$41.2K +942 +4%
PMG
79
ProVise Management Group
Florida
$1.13M -$30.6K -700 -3%
CPC
80
Cookson Peirce & Co
Pennsylvania
$1.12M +$54.4K +1,243 +5%
GIA
81
Gladstone Institutional Advisory
Florida
$1.1M +$55.3K +1,265 +5%
PPP
82
Private Portfolio Partners
New Jersey
$1.09M +$523K +11,963 +92%
PP
83
Professional Planning
California
$1.06M -$5.07K -116 -0.5%
BFO
84
Boston Family Office
Massachusetts
$1.05M +$51.5K +1,178 +5%
VWM
85
Venturi Wealth Management
Texas
$1.03M +$1.84K +42 +0.2%
AMC
86
Asset Management Corp
Illinois
$1.02M +$47.7K +1,090 +5%
KM
87
Kalos Management
Georgia
$1.01M +$1.01M +20,362 New
LNC
88
Lincoln National Corp
Pennsylvania
$997K -$1.05M -24,046 -51%
FAAS
89
First Allied Advisory Services
California
$975K -$9.89K -226 -1%
ACA
90
Ascension Capital Advisors
Texas
$969K -$36.5K -833 -4%
APA
91
American Portfolios Advisors
New York
$926K +$97.4K +2,227 +12%
SG
92
StoneX Group
New York
$924K +$35.4K +810 +4%
9WM
93
9258 Wealth Management
Ohio
$881K -$59.6K -1,225 -6%
HF
94
HRT Financial
New York
$869K +$869K +19,874 New
WS
95
Wedbush Securities
California
$863K -$464K -10,610 -35%
ACA
96
Aptus Capital Advisors
Alabama
$826K +$225K +5,153 +38%
Creative Planning
97
Creative Planning
Kansas
$792K +$256K +5,845 +48%
SAM
98
Summit Asset Management
Tennessee
$746K +$474K +10,840 +174%
CAN
99
Claraphi Advisory Network
United States
$710K +$21.4K +490 +3%
CSPIA
100
Cary Street Partners Investment Advisory
Virginia
$686K -$14.2K -324 -2%
2 3
4
5 6