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VanEck Morningstar Wide Moat ETF

178 hedge funds and large institutions have $911M invested in VanEck Morningstar Wide Moat ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
23
Increased
84
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
126
Brighton Jones LLC
Washington
$221K
MYIA
127
Mount Yale Investment Advisors
Colorado
$220K -$3.91K -82 -2%
PAS
128
Park Avenue Securities
New York
$216K -$23.8K -496 -10%
CRWM
129
Castle Rock Wealth Management
California
$216K +$216K +4,479 New
LWAC
130
Laurel Wealth Advisors (California)
California
$211K
RWA
131
RGT Wealth Advisors
Texas
$209K
AWM
132
AE Wealth Management
Kansas
$207K -$91.6K -1,907 -31%
CF
133
Centaurus Financial
California
$195K +$189K +3,953 +3,437%
ADL
134
Asset Dedication LLC
California
$186K
GRP
135
Global Retirement Partners
California
$174K +$141K +2,938 +432%
NL
136
NVWM LLC
Pennsylvania
$151K
RCA
137
Rowland Carmichael Advisors
Arizona
$137K
FHA
138
Flagship Harbor Advisors
Massachusetts
$125K +$2.4K +50 +2%
SFSIG
139
San Francisco Sentry Investment Group
California
$116K -$14.9K -310 -11%
GSWM
140
Golden State Wealth Management
California
$107K
GWM
141
Geneos Wealth Management
Colorado
$99K
CIAS
142
Capital Investment Advisory Services
North Carolina
$92K
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$91K -$22.7K -470 -20%
ASN
144
Advisory Services Network
Georgia
$75K +$59.9K +1,251 +397%
CFGS
145
Concourse Financial Group Securities
Alabama
$70K
BC
146
Barnett & Company
Tennessee
$60K +$22.9K +477 +62%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$54K
AIM
148
Anchor Investment Management
South Carolina
$53.9K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$51K +$49.2K +1,022 +2,689%
UBS AM
150
UBS AM
Illinois
$50.6K +$2.31K +48 +5%