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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 %
GWM
101
Geneos Wealth Management
Colorado
$58K – – –
CCM
102
Covington Capital Management
California
$57K – – –
MCWS
103
McKinley Carter Wealth Services
West Virginia
$56K +$56K +1,350 New
MIFH
104
Migdal Insurance & Financial Holdings
Israel
$53K +$25.8K +625 +95%
SEI Investments
105
SEI Investments
Pennsylvania
$52K -$10K -243 -16%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$47K +$47K +1,126 New
FBT
107
First Bank & Trust
South Dakota
$42K -$12K -290 -22%
RFC
108
Regions Financial Corp
Alabama
$39K +$39K +942 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K +$38K +918 New
UBS AM
110
UBS AM
Illinois
$33.5K – – –
PGWM
111
Parisi Gray Wealth Management
New Jersey
$29K – – –
AF
112
Advisornet Financial
Minnesota
$25K – – –
GRP
113
Global Retirement Partners
California
$22K +$22K +530 New
SP
114
SWS Partners
Ohio
$20K -$21K -498 Closed
RFM
115
Royal Fund Management
Florida
$20K – – –
SIS
116
Sound Income Strategies
Florida
$20K +$20K +489 New
APA
117
American Portfolios Advisors
New York
$17.9K – – –
PK
118
Pflug Koory
Nebraska
$15K – – –
CFD
119
Creative Financial Designs
Indiana
$14K +$14K +338 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$12K – – –
CFA
121
Carroll Financial Associates
North Carolina
$10K +$10K +242 New
PS
122
Portfolio Solutions
Michigan
$9K – – –
BlackRock
123
BlackRock
New York
$9K – – –
FGAM
124
Financial Gravity Asset Management
Texas
$8K +$8K +202 New
FGC
125
Financial Gravity Companies
Texas
$8K +$8K +202 New
2 3 4
5
6