MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

59 hedge funds and large institutions have $298M invested in VanEck Morningstar Wide Moat ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
5
Increased
35
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNAA
1
Pictet North America Advisors
Switzerland
$28M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$6.22M
3
MIS
3
Morningstar Investment Services
Illinois
$31.5M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
U
5
UBS
Switzerland
$49M

Top Sellers

1
Jane Street
1
Jane Street
New York
$820K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$384K
3
Morgan Stanley
3
Morgan Stanley
New York
$42.2M
4
CAN
4
Cetera Advisor Networks
California
$807K
5
AW
5
ACG Wealth
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$49M 1,565,528 +101,659 +7%
Morgan Stanley
2
Morgan Stanley
New York
$42.2M 1,348,666 -21,538 -2%
MIS
3
Morningstar Investment Services
Illinois
$31.5M 1,004,472 +185,474 +23%
LPL Financial
4
LPL Financial
California
$29.1M 943,079 +179,118 +23%
PNAA
5
Pictet North America Advisors
Switzerland
$28M 892,735 +892,735 New
JFA
6
JNBA Financial Advisors
Minnesota
$25.5M 814,250 +30,866 +4%
Bank of America
7
Bank of America
North Carolina
$18.1M 578,936 +80,751 +16%
BCI
8
Brinker Capital Investments
Pennsylvania
$10.8M 345,528 – –
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$6.22M 198,702 +198,702 New
PAG
10
Private Advisor Group
New Jersey
$4.06M 129,603 +94,522 +269%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.58M 114,413 +3,198 +3%
BTS
12
BB&T Securities
Virginia
$3.19M 10,179 +2,735 +37%
PMG
13
ProVise Management Group
Florida
$3.04M 97,037 +625 +0.6%
AI
14
Atria Investments
North Carolina
$2.94M 94,039 -1,070 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.83M 90,310 +73,365 +433%
CFA
16
Cahill Financial Advisors
Minnesota
$2.46M 78,506 +308 +0.4%
OC
17
Oppenheimer & Co
New York
$2.26M 72,248 +8,482 +13%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$2.26M 72,019 +6,624 +10%
Ameriprise
19
Ameriprise
Minnesota
$2.24M 72,275 +8,717 +14%
UCFA
20
United Capital Financial Advisors
Texas
$2.2M 70,294 +70,294 New
RC
21
Roundview Capital
New Jersey
$1.97M 62,906 +7,560 +14%
AA
22
Ancora Advisors
Ohio
$1.97M 62,778 -679 -1%
AIG
23
American International Group
New York
$1.93M 61,610 -326 -0.5%
Wells Fargo
24
Wells Fargo
California
$1.76M 56,233 +12,305 +28%
SWA
25
SFMG Wealth Advisors
Texas
$1.7M 54,422 +40,112 +280%
1
2 3