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VanEck Morningstar Wide Moat ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
176
Asset Dedication LLC
California
$203K
RCA
177
Rowland Carmichael Advisors
Arizona
$149K
RG
178
Retirement Group
California
$139K +$139K +2,656 New
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$56.5K +1,081 +73%
GWM
180
Geneos Wealth Management
Colorado
$125K +$30.2K +600 +32%
EP
181
Eudaimonia Partners
Tennessee
$119K -$35.7K -682 -23%
MIFH
182
Migdal Insurance & Financial Holdings
Israel
$110K +$11.3K +215 +11%
PFP
183
Pinnacle Financial Partners
Tennessee
$100K +$5.07K +97 +5%
AIM
184
Anchor Investment Management
South Carolina
$81.4K -$1.31K -25 -2%
VFA
185
Valeo Financial Advisors
Indiana
$81K +$81K +1,552 New
OPS
186
Orion Portfolio Solutions
Nebraska
$77K -$22.8K -435 -23%
First Manhattan
187
First Manhattan
New York
$76K
FHA
188
Flagship Harbor Advisors
Massachusetts
$75K -$16.7K -324 -18%
CIAS
189
Capital Investment Advisory Services
North Carolina
$74K -$10.8K -206 -13%
TWA
190
TCI Wealth Advisors
Arizona
$74K +$74K +1,409 New
Fidelity Investments
191
Fidelity Investments
Massachusetts
$72K -$61.1K -1,178 -46%
HWA
192
HCR Wealth Advisors
California
$72K -$23.5K -447 -25%
PA
193
Parallel Advisors
California
$67K
PMFA
194
Plante Moran Financial Advisors
Michigan
$64K +$64K +1,234 New
CFGS
195
Concourse Financial Group Securities
Alabama
$50K -$207 -4 -0.4%
TH
196
TCTC Holdings
Texas
$47K +$47K +905 New
HPC
197
HM Payson & Co
Maine
$34K
ACA
198
Atlas Capital Advisors
Wyoming
$29.4K -$10.2K -195 -26%
WLPWM
199
Walled Lake Planning & Wealth Management
Illinois
$29K +$29K +551 New
WT
200
Whittier Trust
California
$28K