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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

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.

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78M
3
RJA
3
Raymond James & Associates
Florida
$54.6M
4
FSA
4
Financial Services Advisory
Maryland
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$7.1M
2
FIG
2
FundX Investment Group
California
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.93M
4
JFA
4
JNBA Financial Advisors
Minnesota
$47.2M
5
BCM
5
Brookstone Capital Management
Illinois
$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
201
Sargent Bickham Lagudis
Colorado
$26K – – –
FBT
202
First Bank & Trust
South Dakota
$24K -$24.6K -470 -51%
BFEC
203
Benjamin F. Edwards & Company
Missouri
$24K – – –
MLFP
204
MPS Loria Financial Planners
Illinois
$21K +$21K +400 New
HWA
205
HHM Wealth Advisors
Tennessee
$20K – – –
HFA
206
Hoover Financial Advisors
Pennsylvania
$20K +$20K +375 New
PK
207
Pflug Koory
Nebraska
$19K – – –
TC
208
Truvestments Capital
Florida
$19K – – –
CAC
209
Certified Advisory Corp
Florida
$18K – – –
TFGT
210
TS Financial Group (TSFG)
Illinois
$17K – – –
MRCM
211
M&R Capital Management
New Jersey
$15K +$15K +300 New
GEA
212
Glen Eagle Advisors
New Jersey
$13.1K – – –
AIC
213
Archer Investment Corporation
Indiana
$12.4K -$13K -248 -51%
CFA
214
Carroll Financial Associates
North Carolina
$12K – – –
EWM
215
Edge Wealth Management
New York
$7K – – –
GAM
216
Gemmer Asset Management
California
$7K – – –
TCOV
217
Trust Company of Vermont
Vermont
$6K -$2.66K -50 -31%
SL
218
Savior LLC
Massachusetts
$6K – – –
LFG
219
LifePlan Financial Group
Ohio
$5K – – –
EDRH
220
Edmond de Rothschild Holding
Switzerland
$5K +$5K +93 New
HR
221
Howe & Rusling
New York
$3K -$68.9K -1,515 -96%
BWA
222
BDO Wealth Advisors
Florida
$3K – – –
BWM
223
Baystate Wealth Management
Massachusetts
$3K +$3K +50 New
MIM
224
Macroview Investment Management
Maryland
$2K – – –
JCM
225
Jacobi Capital Management
Pennsylvania
$2K +$2K +42 New
7 8
9
10 11