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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.68%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
1
Randolph Company
Ohio
$16.7M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$24.1M
5
Truist Financial
5
Truist Financial
North Carolina
$12M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$28.9M
3
LPL Financial
3
LPL Financial
California
$46.2M
4
FIG
4
FundX Investment Group
California
$26.4M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
151
BCS Wealth Management
Tennessee
$206K +$206K +4,702 New
MAS
152
Madden Advisory Services
Florida
$205K – – –
WF
153
Welch & Forbes
Massachusetts
$204K – – –
WCG
154
Weaver Consulting Group
California
$204K +$83.1K +1,897 +69%
PIA
155
Perennial Investment Advisors
California
$202K – – –
ADL
156
Asset Dedication LLC
California
$170K – – –
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$133K +$129K +3,036 +3,036%
EP
158
Eudaimonia Partners
Tennessee
$129K +$9.52K +218 +8%
VCP
159
Verus Capital Partners
Arizona
$128K – – –
RCA
160
Rowland Carmichael Advisors
Arizona
$125K +$125K +2,860 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$112K -$12.6K -288 -10%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$88K +$88K +2,020 New
OPS
163
Orion Portfolio Solutions
Nebraska
$83K +$3.27K +75 +4%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$82K – – –
GWM
165
Geneos Wealth Management
Colorado
$80K -$17K -399 -18%
PFP
166
Pinnacle Financial Partners
Tennessee
$80K – – –
HWA
167
HCR Wealth Advisors
California
$79K -$16.7K -384 -17%
FHA
168
Flagship Harbor Advisors
Massachusetts
$78K -$36.4K -830 -32%
CIAS
169
Capital Investment Advisory Services
North Carolina
$71K -$11K -250 -13%
AIM
170
Anchor Investment Management
South Carolina
$69.2K +$20.1K +460 +41%
HR
171
Howe & Rusling
New York
$69K -$5.81M -133,239 -99%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$65K -$20.6K -469 -24%
First Manhattan
173
First Manhattan
New York
$64K +$64K +1,473 New
GSWM
174
Golden State Wealth Management
California
$62K +$62K +1,406 New
PA
175
Parallel Advisors
California
$56K -$65.2K -1,500 -54%
5 6
7
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