MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

64 hedge funds and large institutions have $177M invested in VanEck Morningstar Wide Moat ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.1M
2
Wells Fargo
2
Wells Fargo
California
$7.51M
3
Bank of America
3
Bank of America
North Carolina
$8.86M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.08M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.5M

Top Sellers

1
JFA
1
JNBA Financial Advisors
Minnesota
$14K
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
PMG
5
ProVise Management Group
Florida
$317K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.1M 1,500,483 +195,773 +15%
UBS Group
2
UBS Group
Switzerland
$44.9M 1,319,376 +15,203 +1%
BCI
3
Brinker Capital Investments
Pennsylvania
$9.07M 266,268 -5,958 -2%
Bank of America
4
Bank of America
North Carolina
$8.86M 260,136 +73,185 +39%
LPL Financial
5
LPL Financial
California
$8.8M 260,139 -10,738 -4%
Wells Fargo
6
Wells Fargo
California
$7.51M 220,419 +149,990 +213%
KLI
7
Kelman-Lazarov Inc
Tennessee
$6.09M 180,000 +20,995 +13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.5M 161,476 +39,139 +32%
NPC
9
National Planning Corporation
California
$3.55M 105,891 +7,801 +8%
RJA
10
Raymond James & Associates
Florida
$2.98M 87,520 +6,174 +8%
Stifel Financial
11
Stifel Financial
Missouri
$2.75M 80,663 -534 -0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.33M 68,528 -12,303 -15%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.08M 61,081 +49,360 +421%
CFA
14
Cahill Financial Advisors
Minnesota
$1.99M 58,389 -115 -0.2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M 54,248 +5,053 +10%
SPC
16
Sigma Planning Corp
Michigan
$1.85M 54,207 -3,305 -6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.34M 39,313 +1,468 +4%
SI
18
Stephens Inc
Arkansas
$1.07M 31,479 +2,391 +8%
MCM
19
Mengis Capital Management
Oregon
$1.04M 30,600 – –
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.01M 29,655 +9,605 +48%
Allianz Asset Management
21
Allianz Asset Management
Germany
$943K 28,000 – –
BPC
22
Banque Pictet & Cie
Switzerland
$884K 25,947 -17,275 -40%
PNAA
23
Pictet North America Advisors
Switzerland
$884K 25,947 -1,975 -7%
PAG
24
Private Advisor Group
New Jersey
$858K 25,350 +3,139 +14%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$685K 20,113 +3,279 +19%
1
2 3