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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.47B invested in VanEck Morningstar Wide Moat ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.38%
New
20
Increased
79
Reduced
72
Closed
22
Calls
$2.42M
Puts
$557K
Net Calls
+$1.86M
Net Calls Change
+$20K

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$18.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$10.6M
3
VWA
3
Visionary Wealth Advisors
Illinois
$6.93M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$9.69M
5
OIA
5
OneDigital Investment Advisors
Kansas
$58.9M

Top Sellers

1
RC
1
Randolph Company
Ohio
$0
2
TC
2
Trilogy Capital
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$579K
4
CAG
4
Csenge Advisory Group
Florida
$1.13M
5
LPL Financial
5
LPL Financial
California
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
151
GM Advisory Group
New York
$371K -$36.7K -671 -9%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$365K +$32.7K +600 +10%
SS
153
Simplicity Solutions
Minnesota
$356K +$55.6K +1,019 +19%
GC
154
Gilbert & Cook
Iowa
$344K -$262K -4,806 -43%
SFSIG
155
San Francisco Sentry Investment Group
California
$341K – – –
NA
156
NewEdge Advisors
Louisiana
$330K -$54.6K -1,000 -14%
IWC
157
Integrated Wealth Concepts
Massachusetts
$329K -$1.7K -31 -0.5%
BUB
158
BBVA USA Bancshares
Texas
$296K -$783 -15 -0.3%
RJT
159
Raymond James Trust
Florida
$279K +$56.9K +1,040 +26%
FWM
160
Fairhaven Wealth Management
Illinois
$277K -$109 -2 -0%
UCFA
161
United Capital Financial Advisors
Texas
$275K – – –
DL
162
DOHJ LLC
Washington
$271K – – –
PIA
163
Perennial Investment Advisors
California
$259K – – –
GRP
164
Global Retirement Partners
California
$258K -$37K -679 -13%
CIBC World Market
165
CIBC World Market
Ontario, Canada
$257K -$63K -1,155 -20%
AA
166
Ancora Advisors
Ohio
$257K – – –
WF
167
Welch & Forbes
Massachusetts
$255K – – –
RCAG
168
Rehmann Capital Advisory Group
Michigan
$244K +$244K +4,471 New
BCM
169
Beck Capital Management
Texas
$216K -$12K -220 -5%
MAS
170
Madden Advisory Services
Florida
$214K – – –
WCG
171
Weaver Consulting Group
California
$214K – – –
ADL
172
Asset Dedication LLC
California
$212K – – –
PWM
173
Perigon Wealth Management
California
$206K -$13.6K -249 -6%
BCA
174
Bay Colony Advisors
Massachusetts
$206K +$206K +3,770 New
SMC
175
Smith, Moore & Co
Missouri
$203K +$203K +3,715 New
5 6
7
8 9