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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 %
CAL
151
Capital Analysts LLC
Pennsylvania
$30K +$30K +650 New
AF
152
Advisornet Financial
Minnesota
$28K – – –
TA
153
TCG Advisors
Texas
$28K +$28K +597 New
DWM
154
Destination Wealth Management
California
$24K +$24K +509 New
SIS
155
Sound Income Strategies
Florida
$23K – – –
WCG
156
Weaver Consulting Group
California
$22K +$22K +476 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$21K +$7K +150 +50%
SAM
158
Shamrock Asset Management
Texas
$20K +$20K +428 New
LPWM
159
Lake Point Wealth Management
Texas
$18K +$1.18K +24 +7%
PK
160
Pflug Koory
Nebraska
$17K – – –
ASN
161
Advisory Services Network
Georgia
$15K +$15K +315 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$12K +$12K +262 New
CFA
163
Carroll Financial Associates
North Carolina
$11K – – –
AWM
164
AllSquare Wealth Management
New York
$9K -$4.5K -100 -33%
TCOV
165
Trust Company of Vermont
Vermont
$9K – – –
BlackRock
166
BlackRock
New York
$9K – – –
GAM
167
Gemmer Asset Management
California
$6K – – –
KTC
168
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
CF
169
Centaurus Financial
California
$2.47K +$2.47K +115 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$2K +$1K +19 +100%
GI
171
Gradient Investments
Minnesota
$1K – – –
GI
172
Glovista Investments
New Jersey
– -$5.83M -141,689 Closed
Jane Street
173
Jane Street
New York
– -$1.78M -43,329 Closed
PCM
174
Penserra Capital Management
California
– -$1.48M -35,833 Closed
HSBC Holdings
175
HSBC Holdings
United Kingdom
– -$832K -20,206 Closed
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