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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.71%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78M
3
RJA
3
Raymond James & Associates
Florida
$54.6M
4
FSA
4
Financial Services Advisory
Maryland
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$7.1M
2
FIG
2
FundX Investment Group
California
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.93M
4
JFA
4
JNBA Financial Advisors
Minnesota
$47.2M
5
BCM
5
Brookstone Capital Management
Illinois
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
151
Brighton Jones LLC
Washington
$358K +$26.2K +502 +8%
SFSIG
152
San Francisco Sentry Investment Group
California
$326K +$73.9K +1,415 +29%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$319K +$319K +6,100 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$316K -$11.4K -219 -3%
AWA
155
Arete Wealth Advisors
Illinois
$315K +$315K +6,027 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$306K -$176K -3,366 -36%
AGA
157
Accuvest Global Advisors
Utah
$302K – – –
BUB
158
BBVA USA Bancshares
Texas
$297K -$76.9K -1,471 -21%
SS
159
Simplicity Solutions
Minnesota
$287K +$287K +5,501 New
GRP
160
Global Retirement Partners
California
$282K – – –
FWM
161
Fairhaven Wealth Management
Illinois
$265K +$4.02K +77 +2%
NAS
162
Nicolet Advisory Services
Wisconsin
$265K +$265K +5,069 New
UCFA
163
United Capital Financial Advisors
Texas
$264K -$69K -1,318 -21%
DL
164
DOHJ LLC
Washington
$259K -$92K -1,705 -26%
PIA
165
Perennial Investment Advisors
California
$248K +$6.54K +125 +3%
AA
166
Ancora Advisors
Ohio
$246K – – –
WF
167
Welch & Forbes
Massachusetts
$244K – – –
BRWA
168
B. Riley Wealth Advisors
Florida
$242K -$35.8K -686 -13%
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$228K +$228K +4,370 New
BCM
170
Beck Capital Management
Texas
$218K +$218K +4,178 New
SS
171
Sunbelt Securities
Texas
$216K -$80.3K -1,540 -27%
RJT
172
Raymond James Trust
Florida
$212K +$212K +4,063 New
PWM
173
Perigon Wealth Management
California
$210K +$210K +4,024 New
MAS
174
Madden Advisory Services
Florida
$205K -$40.5K -776 -16%
WCG
175
Weaver Consulting Group
California
$204K -$38.9K -746 -16%
5 6
7
8 9