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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

173 hedge funds and large institutions have $794M invested in VanEck Morningstar Wide Moat ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+31
Holders Change %
+21.83%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
Increased
72
Reduced
27
Closed
13
Calls
$7.21M
Puts
–
Net Calls
+$7.21M
Net Calls Change
+$7.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.1M
2
TI
TTP Investments
California
+$21M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.3M
4
LPL Financial
LPL Financial
California
+$11.9M
5
Ameriprise
Ameriprise
Minnesota
+$11.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.25M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.2M
3
GI
Glovista Investments
New Jersey
-$5.83M
4
Jane Street
Jane Street
New York
-$1.78M
5
BCM
Barometer Capital Management
Ontario, Canada
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLA
101
Oliver Luxxe Assets
New Jersey
$344K +$344K +7,386 New
NA
102
NewEdge Advisors
Louisiana
$334K +$334K +7,152 New
Creative Planning
103
Creative Planning
Kansas
$320K -$13.9K -297 -4%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$318K +$318K +6,812 New
AA
105
Ancora Advisors
Ohio
$311K – – –
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$310K +$2.9K +62 +0.9%
NAS
107
Nicolet Advisory Services
Wisconsin
$308K +$308K +6,603 New
PS
108
Portfolio Strategies
New York
$305K +$305K +6,533 New
PP
109
Prudential plc
United Kingdom
$299K -$32.7K -700 -10%
AWM
110
AE Wealth Management
Kansas
$290K +$290K +6,218 New
APA
111
American Portfolios Advisors
New York
$287K +$248K +5,309 +624%
BRWA
112
B. Riley Wealth Advisors
Florida
$274K – – –
SS
113
Simplicity Solutions
Minnesota
$266K +$266K +5,701 New
WF
114
Welch & Forbes
Massachusetts
$255K – – –
SAS
115
Sage Advisory Services
Texas
$255K +$255K +5,463 New
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$239K +$239K +5,135 New
PAS
117
Park Avenue Securities
New York
$236K +$8.78K +186 +4%
HIIFS
118
Harel Insurance Investments & Financial Services
Israel
$233K -$94.6K -2,030 -29%
ATC
119
Argent Trust Co
Tennessee
$227K +$227K +4,859 New
GAG
120
GM Advisory Group
New York
$226K +$226K +4,855 New
MYIA
121
Mount Yale Investment Advisors
Colorado
$219K – – –
BCM
122
Beck Capital Management
Texas
$218K +$218K +4,675 New
BJL
123
Brighton Jones LLC
Washington
$215K +$215K +4,599 New
LWAC
124
Laurel Wealth Advisors (California)
California
$205K +$205K +4,400 New
RWA
125
RGT Wealth Advisors
Texas
$203K +$203K +4,343 New
3 4
5
6 7