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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

49 hedge funds and large institutions have $172M invested in VanEck Morningstar Wide Moat ETF in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
21
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$34.6M
2
JFA
2
JNBA Financial Advisors
Minnesota
$19.7M
3
Bank of America
3
Bank of America
North Carolina
$8.96M
4
CFA
4
Cahill Financial Advisors
Minnesota
$2.11M
5
LPL Financial
5
LPL Financial
California
$18.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$17K
3
VKH
3
Virtu KCG Holdings
New York
$417K
4
HCM
4
Horan Capital Management
Maryland
$115K
5
Nomura Holdings
5
Nomura Holdings
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.1M 1,286,745 -91,223 -7%
U
2
UBS
Switzerland
$34.6M 1,198,431 +1,174,781 +4,967%
MIS
3
Morningstar Investment Services
Illinois
$20.3M 703,193 +40,814 +6%
JFA
4
JNBA Financial Advisors
Minnesota
$19.7M 684,538 +227,164 +50%
LPL Financial
5
LPL Financial
California
$18.3M 633,776 +70,963 +13%
Bank of America
6
Bank of America
North Carolina
$8.96M 310,594 +76,365 +33%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.45M 258,378 +15,800 +7%
PMG
8
ProVise Management Group
Florida
$2.52M 87,466 +7,821 +10%
CFA
9
Cahill Financial Advisors
Minnesota
$2.11M 73,186 +73,186 New
OC
10
Oppenheimer & Co
New York
$1.85M 64,298 +1,515 +2%
AA
11
Ancora Advisors
Ohio
$1.7M 58,816 +2,495 +4%
AI
12
Atria Investments
North Carolina
$1.54M 53,475 +5,159 +11%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.51M 52,256 +15,947 +44%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.47M 51,118 +3,009 +6%
Ameriprise
15
Ameriprise
Minnesota
$1.39M 49,026 +15,293 +45%
RJA
16
Raymond James & Associates
Florida
$1.2M 41,494 +41,494 New
SI
17
Stephens Inc
Arkansas
$959K 33,238 +331 +1%
BCM
18
Brookstone Capital Management
Illinois
$763K 26,447 +26,447 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$725K 25,129 +986 +4%
MCC
20
Mid Continent Capital
Illinois
$725K 25,125 +2,375 +10%
WA
21
WFG Advisors
Texas
$592K 20,544 +20,544 New
SWM
22
SVA Wealth Management
Wisconsin
$556K 19,294 +19,294 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$500K 17,350 +17,350 New
Goldman Sachs
24
Goldman Sachs
New York
$454K 15,739 – –
Wells Fargo
25
Wells Fargo
California
$436K 15,142 +13,294 +719%
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