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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

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
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$64.2M
2
Bank of America
2
Bank of America
North Carolina
$74.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Cerity Partners
4
Cerity Partners
New York
$9.96M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$15.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$36.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$830K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$0
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
151
First Bank & Trust
South Dakota
$49K – – –
TA
152
TCG Advisors
Texas
$40K +$11.1K +228 +38%
TFGT
153
TS Financial Group (TSFG)
Illinois
$38K – – –
RFM
154
Royal Fund Management
Florida
$37K – – –
ACA
155
Atlas Capital Advisors
Wyoming
$36.4K +$36.4K +758 New
SIM
156
Sonora Investment Management
Arizona
$30K +$30K +615 New
AF
157
Advisornet Financial
Minnesota
$29K – – –
DWM
158
Destination Wealth Management
California
$24K – – –
WCG
159
Weaver Consulting Group
California
$23K – – –
BFEC
160
Benjamin F. Edwards & Company
Missouri
$22K – – –
SAM
161
Shamrock Asset Management
Texas
$21K – – –
LPWM
162
Lake Point Wealth Management
Texas
$18K – – –
PK
163
Pflug Koory
Nebraska
$17K – – –
CAC
164
Certified Advisory Corp
Florida
$16K +$16K +331 New
GWS
165
Glassman Wealth Services
Virginia
$16K +$16K +340 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$13K – – –
CFA
167
Carroll Financial Associates
North Carolina
$11K – – –
BlackRock
168
BlackRock
New York
$10K – – –
TCOV
169
Trust Company of Vermont
Vermont
$9K – – –
RIA
170
Realta Investment Advisors
Delaware
$7K +$7K +150 New
GAM
171
Gemmer Asset Management
California
$6K – – –
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
GI
173
Gradient Investments
Minnesota
$4K +$2.94K +61 +277%
BWA
174
BDO Wealth Advisors
Florida
$4K +$4K +82 New
EWM
175
Executive Wealth Management
Michigan
$4K +$4K +92 New
4 5 6
7
8