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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 %
EWM
201
Edge Wealth Management
New York
$6K – – –
SL
202
Savior LLC
Massachusetts
$5K – – –
KTC
203
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
SWA
204
Stratos Wealth Advisors
Ohio
$5K +$5K +125 New
LFG
205
LifePlan Financial Group
Ohio
$4K +$4K +101 New
BWA
206
BDO Wealth Advisors
Florida
$3K – – –
HFS
207
Hantz Financial Services
Michigan
$3K +$3K +77 New
MIM
208
Macroview Investment Management
Maryland
$2K +$2K +40 New
GI
209
Gradient Investments
Minnesota
$1K – – –
CHA
210
Carmichael Hill & Associates
Maryland
$1K – – –
VRM
211
Vectors Research Management
New York
$1K – – –
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +27 New
MCM
213
Mainstay Capital Management
Michigan
– -$47.5M -867,343 Closed
IAA
214
Independent Advisor Alliance
North Carolina
– -$11.3M -206,861 Closed
FSA
215
Financial Services Advisory
Maryland
– -$9.98M -182,182 Closed
PS
216
Portfolio Strategies
New York
– -$9.28M -169,426 Closed
MA
217
Mutual Advisors
Nebraska
– -$5.29M -96,494 Closed
LWM
218
Lionsbridge Wealth Management
Florida
– -$3.98M -72,371 Closed
ACM
219
Avalon Capital Management
California
– -$3.12M -57,002 Closed
Jane Street
220
Jane Street
New York
– -$2.39M -43,664 Closed
FAIM
221
Financial Advocates Investment Management
Washington
– -$2.37M -43,328 Closed
TPWA
222
TRUE Private Wealth Advisors
Oregon
– -$1.87M -34,186 Closed
BCM
223
Barometer Capital Management
Ontario, Canada
– -$1.63M -29,780 Closed
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
– -$1.57M -28,576 Closed
Goldman Sachs
225
Goldman Sachs
New York
– -$1.5M -27,452 Closed
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