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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 %
BRWA
151
B. Riley Wealth Advisors
Florida
$326K -$12.5K -228 -4%
FWM
152
Fairhaven Wealth Management
Illinois
$304K +$110 +2 +0%
IAN
153
Integrated Advisors Network
Texas
$295K +$295K +5,386 New
VIP
154
Vantage Investment Partners
Missouri
$294K – – –
ATC
155
Argent Trust Co
Tennessee
$280K – – –
CIBC World Market
156
CIBC World Market
Ontario, Canada
$261K – – –
AA
157
Ancora Advisors
Ohio
$258K +$1.92K +35 +0.7%
MAS
158
Madden Advisory Services
Florida
$257K -$47.7K -873 -16%
WF
159
Welch & Forbes
Massachusetts
$256K – – –
BCM
160
Beck Capital Management
Texas
$255K -$1.1K -20 -0.4%
PIA
161
Perennial Investment Advisors
California
$253K +$253K +4,618 New
BCA
162
Bay Colony Advisors
Massachusetts
$244K +$244K +4,361 New
LWAC
163
Laurel Wealth Advisors (California)
California
$241K – – –
BFA
164
Brendel Financial Advisors
New Hampshire
$239K +$239K +4,363 New
SBIA
165
Sheaff Brock Investment Advisors
Indiana
$239K +$239K +4,370 New
RWA
166
RGT Wealth Advisors
Texas
$238K – – –
SS
167
Simplicity Solutions
Minnesota
$236K +$236K +4,301 New
PA
168
PSI Advisors
Florida
$223K +$223K +4,073 New
SS
169
Sunbelt Securities
Texas
$222K +$164 +3 +0.1%
WA1
170
Wimmer Associates 1
California
$222K +$222K +4,045 New
EH
171
Equitable Holdings
New York
$222K +$222K +4,048 New
ADL
172
Asset Dedication LLC
California
$213K – – –
AGA
173
Accuvest Global Advisors
Utah
$190K +$190K +3,474 New
SFSIG
174
San Francisco Sentry Investment Group
California
$165K +$18K +330 +12%
VCP
175
Verus Capital Partners
Arizona
$161K +$161K +2,936 New
5 6
7
8 9