MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

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 %
MWM
176
Meridian Wealth Management
Kentucky
$800 +$800 +1,665 New
CPIA
177
Cornell Pochily Investment Advisors
New York
$220 +$220 +4,580 New
BCM
178
Barometer Capital Management
Ontario, Canada
– -$4.23M -90,600 Closed
Lazard Asset Management
179
Lazard Asset Management
New York
– -$2.25M -48,190 Closed
Millennium Management
180
Millennium Management
New York
– -$828K -17,745 Closed
Renaissance Technologies
181
Renaissance Technologies
New York
– -$628K -13,470 Closed
JPMPWA
182
J.P. Morgan Private Wealth Advisors
California
– -$570K -12,214 Closed
SS
183
Simplicity Solutions
Minnesota
– -$266K -5,701 Closed
SAS
184
Sage Advisory Services
Texas
– -$255K -5,463 Closed
Schroder Investment Management Group
185
Schroder Investment Management Group
United Kingdom
– -$239K -5,135 Closed
PFP
186
Pinnacle Financial Partners
Tennessee
– -$169K -3,618 Closed
PWM
187
PRW Wealth Management
Massachusetts
– -$105K -2,250 Closed
RFC
188
Regions Financial Corp
Alabama
– -$99K -2,124 Closed
CA
189
Cetera Advisors
Colorado
– -$96K -2,061 Closed
PGWM
190
Parisi Gray Wealth Management
New Jersey
– -$33K -700 Closed
CAL
191
Capital Analysts LLC
Pennsylvania
– -$30K -650 Closed
SIS
192
Sound Income Strategies
Florida
– -$23K -489 Closed
AWM
193
AllSquare Wealth Management
New York
– -$9K -200 Closed
4 5 6 7
8