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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 %
CAN
101
Cetera Advisor Networks
California
$1.1M +$517K +9,473 +89%
9WM
102
9258 Wealth Management
Ohio
$1.06M +$1.06M +19,325 New
APA
103
American Portfolios Advisors
New York
$1.04M +$230K +4,207 +29%
CF
104
Centaurus Financial
California
$906K +$516K +9,419 +132%
CSPIA
105
Cary Street Partners Investment Advisory
Virginia
$877K +$877K +16,009 New
FEM
106
Fulcrum Equity Management
Texas
$872K +$872K +15,921 New
CAN
107
Claraphi Advisory Network
United States
$862K +$53.5K +976 +7%
Northern Trust
108
Northern Trust
Illinois
$832K – – –
FFN
109
Focus Financial Network
Minnesota
$772K -$19.5K -356 -2%
FEG
110
Financial Enhancement Group
Indiana
$762K +$9.64K +176 +1%
ACA
111
Aptus Capital Advisors
Alabama
$752K -$60.4K -1,104 -7%
WEC
112
Winslow Evans & Crocker
Massachusetts
$740K -$231K -4,210 -24%
CRWM
113
Castle Rock Wealth Management
California
$721K +$46.6K +827 +7%
AWA
114
Acorn Wealth Advisors
Michigan
$720K +$9.27K +168 +1%
PPP
115
Private Portfolio Partners
New Jersey
$713K +$3.51K +64 +0.5%
IWC
116
Integrated Wealth Concepts
Massachusetts
$711K -$7.29K -133 -1%
PP
117
Prudential plc
United Kingdom
$709K +$183K +3,340 +35%
MC
118
Moors & Cabot
Massachusetts
$706K -$1.63M -30,166 -70%
CBFP
119
Cedar Brook Financial Partners
Ohio
$703K +$239K +4,356 +51%
WTC
120
WhitTier Trust Company
Nevada
$687K – – –
William Blair & Company
121
William Blair & Company
Illinois
$684K -$18.3K -335 -3%
RFN
122
RDA Financial Network
Iowa
$673K +$59.2K +1,081 +10%
Creative Planning
123
Creative Planning
Kansas
$671K +$13.3K +243 +2%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$663K +$663K +12,073 New
GC
125
Gilbert & Cook
Iowa
$656K -$958K -17,496 -59%
3 4
5
6 7