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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.71%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78M
3
RJA
3
Raymond James & Associates
Florida
$54.6M
4
FSA
4
Financial Services Advisory
Maryland
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$7.1M
2
FIG
2
FundX Investment Group
California
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.93M
4
JFA
4
JNBA Financial Advisors
Minnesota
$47.2M
5
BCM
5
Brookstone Capital Management
Illinois
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
101
Lincoln National Corp
Pennsylvania
$1.1M 21,082 -1,700 -7%
KM
102
Kalos Management
Georgia
$1.1M 19,932 -430 -2%
OLA
103
Oliver Luxxe Assets
New Jersey
$1.09M 20,873 +10,709 +105%
ACA
104
Aptus Capital Advisors
Alabama
$1M 19,151 +262 +1%
9WM
105
9258 Wealth Management
Ohio
$945K 18,100 – –
KWM
106
Kingsview Wealth Management
Oregon
$930K 17,805 +7,005 +65%
CBFP
107
Cedar Brook Financial Partners
Ohio
$903K 17,280 +4,043 +31%
CSPIA
108
Cary Street Partners Investment Advisory
Virginia
$878K 16,812 +1,127 +7%
WA1
109
Wimmer Associates 1
California
$864K 15,626 +6,941 +80%
Northern Trust
110
Northern Trust
Illinois
$850K 16,283 +1,090 +7%
CWM
111
Cornerstone Wealth Management
Missouri
$848K 16,242 +3,734 +30%
CAN
112
Claraphi Advisory Network
United States
$827K 15,829 -400 -2%
HFS
113
Howard Financial Services
Texas
$802K 15,362 – –
RGC
114
Roberts, Glore & Co
Illinois
$797K 15,274 +1,937 +15%
Deutsche Bank
115
Deutsche Bank
Germany
$709K 13,572 +13,572 New
CA
116
Cetera Advisors
Colorado
$699K 13,374 +2,079 +18%
PG
117
Patten Group
Tennessee
$692K 13,258 +850 +7%
William Blair & Company
118
William Blair & Company
Illinois
$686K 13,135 -1,501 -10%
CRWM
119
Castle Rock Wealth Management
California
$681K 12,510 +1,822 +17%
WEC
120
Winslow Evans & Crocker
Massachusetts
$669K 12,821 -181 -1%
AIP
121
Almanack Investment Partners
Pennsylvania
$658K 12,596 +12,596 New
WTC
122
WhitTier Trust Company
Nevada
$652K 12,495 – –
RFN
123
RDA Financial Network
Iowa
$635K 12,164 +400 +3%
LCP
124
Legacy Capital Partners
Wisconsin
$633K 12,120 -921 -7%
ASN
125
Advisory Services Network
Georgia
$631K 12,084 +4,971 +70%
3 4
5
6 7