MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

72 hedge funds and large institutions have $290M invested in VanEck Morningstar Wide Moat ETF in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
9
Increased
18
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.07M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.86M
4
Ameriprise
4
Ameriprise
Minnesota
$5.25M
5
IA
5
IFP Advisors
Florida
$1.45M

Top Sellers

1
PNAA
1
Pictet North America Advisors
Switzerland
$5.89M
2
BPC
2
Banque Pictet & Cie
Switzerland
$6.13M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Wells Fargo
4
Wells Fargo
California
$1.82M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.84M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$45.8M 1,599,081 +656,641 +70%
MIS
2
Morningstar Investment Services
Illinois
$42.3M 1,462,171 -67,643 -4%
UBS Group
3
UBS Group
Switzerland
$39.9M 1,379,942 -59,514 -4%
Morgan Stanley
4
Morgan Stanley
New York
$38.2M 1,321,967 -8,979 -0.7%
JFA
5
JNBA Financial Advisors
Minnesota
$23.1M 799,668 +3,589 +0.5%
SWA
6
SFMG Wealth Advisors
Texas
$22.1M 764,336 -236,201 -24%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.84M 271,000 -86,028 -24%
Bank of America
8
Bank of America
North Carolina
$6.23M 215,384 -10,040 -4%
BPC
9
Banque Pictet & Cie
Switzerland
$6.13M 212,067 -368,206 -63%
PNAA
10
Pictet North America Advisors
Switzerland
$5.89M 203,767 -376,506 -65%
Ameriprise
11
Ameriprise
Minnesota
$5.25M 181,550 +63,749 +54%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.26M 112,821 +45,826 +68%
Citadel Advisors
13
Citadel Advisors
Florida
$3.07M 106,067 +72,556 +217%
NPC
14
National Planning Corporation
California
$2.91M 105,064 -65,649 -38%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.43M 83,878 -1,749 -2%
SI
16
Stephens Inc
Arkansas
$2.33M 80,434 -6,361 -7%
VF
17
Virtu Financial
New York
$2.22M 76,837 +36,298 +90%
PMG
18
ProVise Management Group
Florida
$2.02M 69,717 -2,451 -3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2M 69,032 -7,087 -9%
CFA
20
Cahill Financial Advisors
Minnesota
$1.88M 65,162 -4,670 -7%
Stifel Financial
21
Stifel Financial
Missouri
$1.86M 64,193 +64,193 New
Wells Fargo
22
Wells Fargo
California
$1.82M 62,900 -129,955 -67%
RJA
23
Raymond James & Associates
Florida
$1.79M 61,957 +2,100 +4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.68M 57,986 -1,896 -3%
PAG
25
Private Advisor Group
New Jersey
$1.65M 57,207 -22,815 -29%
1
2 3 4