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

Top Sellers

1
MCM
Mainstay Capital Management
Michigan
$0
2
SWA
SFMG Wealth Advisors
Texas
$28.9M
3
LPL Financial
LPL Financial
California
$46.2M
4
FIG
FundX Investment Group
California
$26.4M
5
IAA
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
176
Synovus Financial
Georgia
$55K +$55K +1,248 New
AF
177
Advisornet Financial
Minnesota
$52K +$25.8K +589 +98%
CFGS
178
Concourse Financial Group Securities
Alabama
$42K – – –
FBT
179
First Bank & Trust
South Dakota
$41K -$3.84K -87 -9%
RFM
180
Royal Fund Management
Florida
$40K +$6.17K +144 +18%
EWM
181
EPG Wealth Management
Georgia
$36K +$21.7K +500 +152%
ACA
182
Atlas Capital Advisors
Wyoming
$33.2K – – –
HPC
183
HM Payson & Co
Maine
$28K – – –
NL
184
NVWM LLC
Pennsylvania
$25K -$2.79K -64 -10%
WT
185
Whittier Trust
California
$23K +$23K +530 New
SBL
186
Sargent Bickham Lagudis
Colorado
$22K +$22K +497 New
AIC
187
Archer Investment Corporation
Indiana
$21K – – –
BFEC
188
Benjamin F. Edwards & Company
Missouri
$20K – – –
HWA
189
HHM Wealth Advisors
Tennessee
$17K +$17K +382 New
PK
190
Pflug Koory
Nebraska
$16K – – –
TC
191
Truvestments Capital
Florida
$16K +$16K +375 New
CAC
192
Certified Advisory Corp
Florida
$15K – – –
TFGT
193
TS Financial Group (TSFG)
Illinois
$14K -$20.1K -461 -59%
DWM
194
Darwin Wealth Management
Florida
$12K +$12K +280 New
GEA
195
Glen Eagle Advisors
New Jersey
$10.9K – – –
CFA
196
Carroll Financial Associates
North Carolina
$10K – – –
TCOV
197
Trust Company of Vermont
Vermont
$7K -$988 -23 -12%
BC
198
Bartlett & Co
Ohio
$7K +$7K +151 New
BCWM
199
Bartlett & Co Wealth Management
Ohio
$6.61K +$6.61K +151 New
GAM
200
Gemmer Asset Management
California
$6K -$5.86K -127 -49%
6 7
8
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