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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 %
PCM
126
Penserra Capital Management
California
$636K +$636K +11,628 New
OSNBOA
127
Old Second National Bank of Aurora
Illinois
$614K -$49.2K -898 -7%
CWM
128
Cornerstone Wealth Management
Missouri
$590K +$105K +1,910 +22%
WI
129
Wintrust Investments
Illinois
$587K -$1.81K -33 -0.3%
RGC
130
Roberts, Glore & Co
Illinois
$565K +$565K +10,330 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$544K +$544K +9,925 New
TRCT
132
Tower Research Capital (TRC)
New York
$492K -$67.7K -1,237 -12%
BAM
133
Belpointe Asset Management
Nevada
$483K +$20.5K +375 +4%
AWM
134
Adams Wealth Management
Utah
$483K +$483K +8,814 New
OLA
135
Oliver Luxxe Assets
New Jersey
$474K +$39.5K +721 +9%
DL
136
DOHJ LLC
Washington
$451K +$451K +8,227 New
CPIA
137
Cornell Pochily Investment Advisors
New York
$398K +$42K +765 +12%
NA
138
NewEdge Advisors
Louisiana
$393K – – –
ASN
139
Advisory Services Network
Georgia
$388K +$302K +5,522 +353%
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$383K -$1.64K -30 -0.4%
BUB
141
BBVA USA Bancshares
Texas
$381K -$416K -7,605 -52%
JWCA
142
J.W. Cole Advisors
Florida
$377K +$377K +6,876 New
NAS
143
Nicolet Advisory Services
Wisconsin
$366K +$4.76K +87 +1%
Comerica Bank
144
Comerica Bank
Texas
$357K +$75.6K +1,373 +27%
BJL
145
Brighton Jones LLC
Washington
$348K +$95.8K +1,747 +38%
GAG
146
GM Advisory Group
New York
$345K +$11K +200 +3%
GRP
147
Global Retirement Partners
California
$343K +$103K +1,889 +43%
SAM
148
Summit Asset Management
Tennessee
$341K +$103K +1,875 +43%
CA
149
Cetera Advisors
Colorado
$339K +$339K +6,200 New
BSAM
150
Blue Sky Asset Management
Colorado
$336K +$336K +6,138 New
4 5
6
7 8