MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

71 hedge funds and large institutions have $321M invested in VanEck Morningstar Wide Moat ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
37
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$55.4M
2
Wells Fargo
2
Wells Fargo
California
$9.21M
3
SWA
3
SFMG Wealth Advisors
Texas
$6.28M
4
SPC
4
Sigma Planning Corp
Michigan
$1.86M
5
JFA
5
JNBA Financial Advisors
Minnesota
$26.9M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
AI
2
Atria Investments
North Carolina
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$937K
4
UCFA
4
United Capital Financial Advisors
Texas
$483K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$55.4M 1,782,447 +1,782,447 New
Morgan Stanley
2
Morgan Stanley
New York
$43.4M 1,396,532 +47,866 +4%
MIS
3
Morningstar Investment Services
Illinois
$32.7M 1,050,760 +46,288 +5%
LPL Financial
4
LPL Financial
California
$30.7M 988,881 +45,802 +5%
PNAA
5
Pictet North America Advisors
Switzerland
$27.9M 896,891 +4,156 +0.5%
JFA
6
JNBA Financial Advisors
Minnesota
$26.9M 864,021 +49,771 +6%
Bank of America
7
Bank of America
North Carolina
$18.9M 609,388 +30,452 +5%
BCI
8
Brinker Capital Investments
Pennsylvania
$12.1M 389,528 +44,000 +13%
Wells Fargo
9
Wells Fargo
California
$9.21M 296,301 +240,068 +427%
SWA
10
SFMG Wealth Advisors
Texas
$6.28M 201,908 +147,486 +271%
PAG
11
Private Advisor Group
New Jersey
$5.09M 163,827 +34,224 +26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.59M 115,642 +1,229 +1%
PMG
13
ProVise Management Group
Florida
$2.98M 95,774 -1,263 -1%
BTS
14
BB&T Securities
Virginia
$2.9M 9,325 -854 -8%
CFA
15
Cahill Financial Advisors
Minnesota
$2.63M 84,667 +6,161 +8%
NPC
16
National Planning Corporation
California
$2.63M 87,896 +35,595 +68%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.5M 80,462 +8,443 +12%
OC
18
Oppenheimer & Co
New York
$2.42M 77,843 +5,595 +8%
Ameriprise
19
Ameriprise
Minnesota
$2.17M 70,255 -2,020 -3%
SI
20
Stephens Inc
Arkansas
$2.14M 68,745 +15,693 +30%
AIG
21
American International Group
New York
$1.97M 63,475 +1,865 +3%
RC
22
Roundview Capital
New Jersey
$1.96M 62,991 +85 +0.1%
AA
23
Ancora Advisors
Ohio
$1.9M 61,131 -1,647 -3%
SPC
24
Sigma Planning Corp
Michigan
$1.86M 59,910 +59,910 New
RJA
25
Raymond James & Associates
Florida
$1.74M 55,981 +11,472 +26%
1
2 3 4