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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 %
ADL
126
Asset Dedication LLC
California
$181K – – –
PFP
127
Pinnacle Financial Partners
Tennessee
$169K +$169K +3,618 New
NL
128
NVWM LLC
Pennsylvania
$149K – – –
RCA
129
Rowland Carmichael Advisors
Arizona
$133K – – –
SFSIG
130
San Francisco Sentry Investment Group
California
$127K +$81.2K +1,745 +177%
FHA
131
Flagship Harbor Advisors
Massachusetts
$119K -$2.33K -50 -2%
US Bancorp
132
US Bancorp
Minnesota
$111K -$320K -6,865 -74%
MIFH
133
Migdal Insurance & Financial Holdings
Israel
$110K -$14K -300 -11%
PWM
134
PRW Wealth Management
Massachusetts
$105K – – –
GSWM
135
Golden State Wealth Management
California
$104K +$104K +2,238 New
RFC
136
Regions Financial Corp
Alabama
$99K +$20.4K +437 +26%
GWM
137
Geneos Wealth Management
Colorado
$97K +$21K +450 +28%
CA
138
Cetera Advisors
Colorado
$96K +$96K +2,061 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$87K -$8.42K -180 -9%
CCM
140
Covington Capital Management
California
$84K +$10.5K +225 +14%
CFGS
141
Concourse Financial Group Securities
Alabama
$67K +$13.8K +299 +26%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$53K – – –
AIM
143
Anchor Investment Management
South Carolina
$52.4K – – –
FBT
144
First Bank & Trust
South Dakota
$47K – – –
UBS AM
145
UBS AM
Illinois
$46.9K – – –
RFM
146
Royal Fund Management
Florida
$36K +$8.18K +178 +29%
BC
147
Barnett & Company
Tennessee
$36K +$36K +775 New
TFGT
148
TS Financial Group (TSFG)
Illinois
$36K +$36K +782 New
PGWM
149
Parisi Gray Wealth Management
New Jersey
$33K – – –
GRP
150
Global Retirement Partners
California
$32K +$2.4K +51 +8%
4 5
6
7 8