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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.

New
Increased
Maintained
Reduced
Closed
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 %
HFS
101
Howard Financial Services
Texas
$672K +$672K +15,362 New
Northern Trust
102
Northern Trust
Illinois
$665K – – –
AAS
103
Avantax Advisory Services
Texas
$647K -$458K -10,469 -41%
William Blair & Company
104
William Blair & Company
Illinois
$640K +$93.8K +2,144 +17%
MC
105
Moors & Cabot
Massachusetts
$613K +$47.7K +1,100 +8%
AWA
106
Acorn Wealth Advisors
Michigan
$610K +$36.7K +835 +6%
RGC
107
Roberts, Glore & Co
Illinois
$583K +$131K +3,007 +29%
CBFP
108
Cedar Brook Financial Partners
Ohio
$579K +$18K +411 +3%
WEC
109
Winslow Evans & Crocker
Massachusetts
$570K -$21.7K -494 -4%
LCP
110
Legacy Capital Partners
Wisconsin
$570K +$570K +13,041 New
CWM
111
Cornerstone Wealth Management
Missouri
$547K +$76.3K +1,744 +16%
WTC
112
WhitTier Trust Company
Nevada
$546K -$2.19K -50 -0.4%
PG
113
Patten Group
Tennessee
$543K -$337K -7,691 -38%
GC
114
Gilbert & Cook
Iowa
$526K +$1.49K +34 +0.3%
WC
115
Waterloo Capital
Texas
$517K +$517K +11,829 New
RFN
116
RDA Financial Network
Iowa
$515K -$22.8K -520 -4%
CRWM
117
Castle Rock Wealth Management
California
$512K -$101K -2,103 -16%
FFN
118
Focus Financial Network
Minnesota
$504K -$112K -2,569 -18%
PP
119
Prudential plc
United Kingdom
$500K -$65.6K -1,500 -12%
CA
120
Cetera Advisors
Colorado
$494K +$223K +5,095 +82%
OSNBOA
121
Old Second National Bank of Aurora
Illinois
$490K – – –
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$482K +$47.6K +1,087 +11%
OLA
123
Oliver Luxxe Assets
New Jersey
$472K +$70.2K +1,512 +17%
KWM
124
Kingsview Wealth Management
Oregon
$472K +$472K +10,800 New
CPIA
125
Cornell Pochily Investment Advisors
New York
$461K +$143K +3,275 +45%
3 4
5
6 7