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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

62 hedge funds and large institutions have $207M invested in VanEck Morningstar Wide Moat ETF in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
21
Reduced
13
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.7M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$8.85M
3
NPC
3
National Planning Corporation
California
$3.35M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$3.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.63M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.79M
2
SWA
2
SFMG Wealth Advisors
Texas
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$908K
4
BPC
4
Banque Pictet & Cie
Switzerland
$1.41M
5
VF
5
Virtu Financial
New York
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.4M +$391K +12,019 +0.9%
UBS Group
2
UBS Group
Switzerland
$42.4M +$620K +19,073 +1%
JFA
3
JNBA Financial Advisors
Minnesota
$29.5M +$1.18M +36,241 +4%
Goldman Sachs
4
Goldman Sachs
New York
$16.7M +$16.7M +513,199 New
BCI
5
Brinker Capital Investments
Pennsylvania
$8.85M +$8.85M +272,226 New
LPL Financial
6
LPL Financial
California
$8.79M -$35.5M -1,093,154 -80%
Bank of America
7
Bank of America
North Carolina
$6.08M +$70.2K +2,157 +1%
KLI
8
Kelman-Lazarov Inc
Tennessee
$5.22M +$845K +25,750 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.98M +$526K +16,172 +15%
NPC
10
National Planning Corporation
California
$3.35M +$3.35M +98,090 New
BCM
11
Barometer Capital Management
Ontario, Canada
$3.14M +$1.98M +61,000 +172%
RJA
12
Raymond James & Associates
Florida
$2.65M +$532K +16,367 +25%
Stifel Financial
13
Stifel Financial
Missouri
$2.64M +$42.9K +1,318 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.63M +$1.44M +44,313 +121%
Wells Fargo
15
Wells Fargo
California
$2.29M +$608K +18,688 +36%
CFA
16
Cahill Financial Advisors
Minnesota
$1.9M -$21.9K -674 -1%
PMG
17
ProVise Management Group
Florida
$1.9M -$288K -8,860 -13%
SPC
18
Sigma Planning Corp
Michigan
$1.87M +$579K +17,795 +45%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.77M +$650K +19,996 +58%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.6M -$137K -4,199 -8%
BPC
21
Banque Pictet & Cie
Switzerland
$1.41M -$2.59M -79,490 -65%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.23M -$454K -13,984 -27%
MCM
23
Mengis Capital Management
Oregon
$995K – – –
SI
24
Stephens Inc
Arkansas
$946K – – –
Allianz Asset Management
25
Allianz Asset Management
Germany
$911K +$911K +28,000 New
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