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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 %
MWP
201
MYCIO Wealth Partners
Pennsylvania
$27K – – –
AIC
202
Archer Investment Corporation
Indiana
$27K +$27K +485 New
BFEC
203
Benjamin F. Edwards & Company
Missouri
$25K +$111 +2 +0.4%
PK
204
Pflug Koory
Nebraska
$20K – – –
LPWM
205
Lake Point Wealth Management
Texas
$20K +$20K +367 New
CAC
206
Certified Advisory Corp
Florida
$18K +$215 +4 +1%
MAM
207
Meeder Asset Management
Ohio
$18K +$18K +327 New
EWM
208
EPG Wealth Management
Georgia
$18K +$18K +330 New
OIA
209
Optimum Investment Advisors
Illinois
$17K – – –
GAM
210
Gemmer Asset Management
California
$14K +$7.19K +132 +106%
GEA
211
Glen Eagle Advisors
New Jersey
$13.7K +$13.7K +250 New
LS
212
Leelyn Smith
Illinois
$13.1K +$13.1K +238,801 New
CFA
213
Carroll Financial Associates
North Carolina
$13K – – –
TCOV
214
Trust Company of Vermont
Vermont
$10K – – –
LC
215
Lindbrook Capital
California
$9K – – –
EWM
216
Edge Wealth Management
New York
$8K +$8K +140 New
TCWM
217
Total Clarity Wealth Management
Illinois
$7K +$7K +125 New
SL
218
Savior LLC
Massachusetts
$6K +$6K +107 New
KTC
219
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$5K +$5K +100 New
BWA
221
BDO Wealth Advisors
Florida
$3K – – –
TI
222
tru Independence
Oregon
$2K +$2K +52 New
GI
223
Gradient Investments
Minnesota
$1K – – –
VRM
224
Vectors Research Management
New York
$1K +$1K +13 New
CHA
225
Carmichael Hill & Associates
Maryland
$1K +$1K +17 New
6 7 8
9
10