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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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$181K +$105K +1,921 +138%
RCA
177
Rowland Carmichael Advisors
Arizona
$156K – – –
RG
178
Retirement Group
California
$145K – – –
GWM
179
Geneos Wealth Management
Colorado
$143K +$9.92K +185 +7%
AGA
180
Accuvest Global Advisors
Utah
$142K -$174K -3,189 -55%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$13.9K -255 -10%
PFP
182
Pinnacle Financial Partners
Tennessee
$105K – – –
EP
183
Eudaimonia Partners
Tennessee
$89K -$35.2K -643 -28%
AIM
184
Anchor Investment Management
South Carolina
$85.1K – – –
VFA
185
Valeo Financial Advisors
Indiana
$85K – – –
First Manhattan
186
First Manhattan
New York
$80K – – –
TWA
187
TCI Wealth Advisors
Arizona
$77K – – –
CIAS
188
Capital Investment Advisory Services
North Carolina
$77K – – –
HWA
189
HCR Wealth Advisors
California
$75K +$328 +6 +0.4%
PA
190
Parallel Advisors
California
$70K – – –
PMFA
191
Plante Moran Financial Advisors
Michigan
$67K – – –
MIFH
192
Migdal Insurance & Financial Holdings
Israel
$66K -$49.5K -900 -43%
FHA
193
Flagship Harbor Advisors
Massachusetts
$55K -$23.6K -436 -30%
CFGS
194
Concourse Financial Group Securities
Alabama
$53K – – –
TH
195
TCTC Holdings
Texas
$49K – – –
NFG
196
Next Financial Group
Texas
$49K +$49K +893 New
WLPWM
197
Walled Lake Planning & Wealth Management
Illinois
$43K +$12.7K +231 +42%
HPC
198
HM Payson & Co
Maine
$35K – – –
FBT
199
First Bank & Trust
South Dakota
$25K – – –
MLFP
200
MPS Loria Financial Planners
Illinois
$22K – – –
6 7
8
9 10