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VanEck Morningstar Wide Moat ETF
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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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$156K +$10.3K +189 +7%
PA
177
Parallel Advisors
California
$153K +$15.8K +288 +12%
EP
178
Eudaimonia Partners
Tennessee
$150K +$150K +2,735 New
FHA
179
Flagship Harbor Advisors
Massachusetts
$143K – – –
WCG
180
Weaver Consulting Group
California
$139K +$115K +2,286 +480%
RG
181
Retirement Group
California
$136K +$136K +2,475 New
GWM
182
Geneos Wealth Management
Colorado
$126K +$11.1K +200 +10%
HWA
183
HCR Wealth Advisors
California
$120K +$120K +2,199 New
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$107K -$134K -2,435 -56%
MIFH
185
Migdal Insurance & Financial Holdings
Israel
$103K – – –
CIAS
186
Capital Investment Advisory Services
North Carolina
$102K +$273 +5 +0.3%
PFP
187
Pinnacle Financial Partners
Tennessee
$100K +$100K +1,818 New
OPS
188
Orion Portfolio Solutions
Nebraska
$100K +$100K +1,828 New
RIA
189
Realta Investment Advisors
Delaware
$97K +$50.8K +933 +110%
AIM
190
Anchor Investment Management
South Carolina
$61.5K – – –
FBT
191
First Bank & Trust
South Dakota
$56K – – –
CFGS
192
Concourse Financial Group Securities
Alabama
$53K +$12K +219 +29%
TFGT
193
TS Financial Group (TSFG)
Illinois
$43K – – –
RFM
194
Royal Fund Management
Florida
$43K +$381 +7 +0.9%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$42K +$42K +765 New
S
196
SignatureFD
Georgia
$42K +$42K +775 New
ACA
197
Atlas Capital Advisors
Wyoming
$41.5K – – –
NL
198
NVWM LLC
Pennsylvania
$35K -$137K -2,500 -80%
HPC
199
HM Payson & Co
Maine
$35K +$35K +644 New
AF
200
Advisornet Financial
Minnesota
$33K – – –
6 7
8
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