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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 %
HWA
201
HHM Wealth Advisors
Tennessee
$21K – – –
TFGT
202
TS Financial Group (TSFG)
Illinois
$18K – – –
PK
203
Pflug Koory
Nebraska
$17K -$2.59K -47 -13%
MRCM
204
M&R Capital Management
New Jersey
$16K – – –
GEA
205
Glen Eagle Advisors
New Jersey
$13.6K – – –
CFA
206
Carroll Financial Associates
North Carolina
$13K – – –
AIC
207
Archer Investment Corporation
Indiana
$12.9K – – –
BFEC
208
Benjamin F. Edwards & Company
Missouri
$8K -$15.8K -300 -66%
EWM
209
Edge Wealth Management
New York
$8K – – –
GAM
210
Gemmer Asset Management
California
$7K – – –
SL
211
Savior LLC
Massachusetts
$6K – – –
LFG
212
LifePlan Financial Group
Ohio
$6K – – –
TCOV
213
Trust Company of Vermont
Vermont
$5K -$1.65K -28 -25%
BWA
214
BDO Wealth Advisors
Florida
$3K – – –
BWM
215
Baystate Wealth Management
Massachusetts
$3K – – –
BC
216
Bartlett & Co
Ohio
$3K +$3K +46 New
CCM
217
Chiron Capital Management
Florida
$3K +$3K +52 New
LWA
218
Lenox Wealth Advisors
New York
$3K +$3K +53 New
BCWM
219
Bartlett & Co Wealth Management
Ohio
$2.51K +$2.51K +46 New
FWP
220
FAS Wealth Partners
Kansas
$2K – – –
JCM
221
Jacobi Capital Management
Pennsylvania
$2K – – –
HCA
222
Heck Capital Advisors
Wisconsin
$1.47K +$1.47K +27 New
HR
223
Howe & Rusling
New York
$1K -$1.54K -40 -61%
GI
224
Gradient Investments
Minnesota
$1K – – –
VRM
225
Vectors Research Management
New York
$1K – – –
6 7 8
9
10