MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

52 hedge funds and large institutions have $200M invested in VanEck Morningstar Wide Moat ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$40.3M
2
Bank of America
2
Bank of America
North Carolina
$13.8M
3
JFA
3
JNBA Financial Advisors
Minnesota
$22.2M
4
Jane Street
4
Jane Street
New York
$1.96M
5
MIS
5
Morningstar Investment Services
Illinois
$22.4M

Top Sellers

1
WA
1
WFG Advisors
Texas
$52K
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
GLA
4
Great Lakes Advisors
Illinois
$347K
5
OC
5
Oppenheimer & Co
New York
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$40.3M 1,375,216 +176,785 +15%
Morgan Stanley
2
Morgan Stanley
New York
$38.8M 1,324,295 +37,550 +3%
MIS
3
Morningstar Investment Services
Illinois
$22.4M 762,734 +59,541 +8%
JFA
4
JNBA Financial Advisors
Minnesota
$22.2M 756,736 +72,198 +11%
LPL Financial
5
LPL Financial
California
$19.7M 671,868 +38,092 +6%
Bank of America
6
Bank of America
North Carolina
$13.8M 471,452 +160,858 +52%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.36M 285,378 +27,000 +10%
PMG
8
ProVise Management Group
Florida
$2.69M 91,762 +4,296 +5%
AI
9
Atria Investments
North Carolina
$2.26M 76,988 +23,513 +44%
CFA
10
Cahill Financial Advisors
Minnesota
$2.18M 74,493 +1,307 +2%
Jane Street
11
Jane Street
New York
$1.96M 66,744 +66,744 New
OC
12
Oppenheimer & Co
New York
$1.86M 63,307 -991 -2%
AA
13
Ancora Advisors
Ohio
$1.83M 62,382 +3,566 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.81M 61,847 +10,729 +21%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.8M 61,543 +9,287 +18%
AIG
16
American International Group
New York
$1.75M 59,621 +57,908 +3,381%
Ameriprise
17
Ameriprise
Minnesota
$1.67M 57,009 +7,983 +16%
Wells Fargo
18
Wells Fargo
California
$1.31M 44,745 +29,603 +196%
RJA
19
Raymond James & Associates
Florida
$1.27M 43,166 +1,672 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.03M 35,190 +17,840 +103%
SI
21
Stephens Inc
Arkansas
$974K 33,238 – –
PAG
22
Private Advisor Group
New Jersey
$790K 26,936 +18,976 +238%
BCM
23
Brookstone Capital Management
Illinois
$777K 26,504 +57 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$769K 26,237 +1,108 +4%
MCC
25
Mid Continent Capital
Illinois
$742K 25,300 +175 +0.7%
1
2 3