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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 %
PAS
101
Park Avenue Securities
New York
$207K -$20.4K -474 -9%
ADL
102
Asset Dedication LLC
California
$160K
NL
103
NVWM LLC
Pennsylvania
$129K
RCA
104
Rowland Carmichael Advisors
Arizona
$118K +$118K +2,860 New
MIFH
105
Migdal Insurance & Financial Holdings
Israel
$109K
FHA
106
Flagship Harbor Advisors
Massachusetts
$107K +$100K +2,438 +1,443%
PWM
107
PRW Wealth Management
Massachusetts
$93K +$93K +2,250 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$84K +$84K +2,041 New
AIC
109
Ameritas Investment Company
Nebraska
$82K +$82K +1,985 New
RFC
110
Regions Financial Corp
Alabama
$69K +$30.5K +745 +79%
GWM
111
Geneos Wealth Management
Colorado
$66K +$6.07K +150 +10%
CCM
112
Covington Capital Management
California
$65K
RCG
113
Ruggie Capital Group
Florida
$62K +$62K +1,500 New
CFGS
114
Concourse Financial Group Securities
Alabama
$47K +$47K +1,149 New
AIM
115
Anchor Investment Management
South Carolina
$46.2K +$4.86K +118 +12%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$46K
FBT
117
First Bank & Trust
South Dakota
$42K
UBS AM
118
UBS AM
Illinois
$41.4K
SFSIG
119
San Francisco Sentry Investment Group
California
$41K
APA
120
American Portfolios Advisors
New York
$35K -$18.5K -449 -35%
TRCT
121
Tower Research Capital (TRC)
New York
$34K -$4.75K -116 -12%
PGWM
122
Parisi Gray Wealth Management
New Jersey
$29K
GRP
123
Global Retirement Partners
California
$26K +$785 +19 +3%
SWA
124
Sutton Wealth Advisors
Florida
$25.2K
AF
125
Advisornet Financial
Minnesota
$25K