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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

98 hedge funds and large institutions have $335M invested in VanEck Morningstar Wide Moat ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+16
Holders Change %
+19.51%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
37
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.2M
2
Bank of America
Bank of America
North Carolina
$13.6M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$23.7M
4
BCM
Brookstone Capital Management
Illinois
$3.2M
5
AIP
Ahrens Investment Partners
Louisiana
$7.77M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$9.15M
2
Creative Planning
Creative Planning
Kansas
$179K
3
HighTower Advisors
HighTower Advisors
Illinois
$539K
4
MWM
Meridian Wealth Management
Kentucky
$448K
5
IA
IFP Advisors
Florida
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.2M +$2.36M +59,679 +4%
UBS Group
2
UBS Group
Switzerland
$56.1M +$606K +15,330 +1%
JFA
3
JNBA Financial Advisors
Minnesota
$34.3M +$679K +17,157 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.7M +$2.08M +52,674 +10%
OIA
5
OneDigital Investment Advisors
Kansas
$16.8M +$16.8M +424,636 New
LPL Financial
6
LPL Financial
California
$13.8M +$745K +18,835 +6%
Bank of America
7
Bank of America
North Carolina
$13.6M +$2.23M +56,378 +20%
BCI
8
Brinker Capital Investments
Pennsylvania
$11.8M +$549K +13,873 +5%
Wells Fargo
9
Wells Fargo
California
$9.15M -$4.84M -122,459 -35%
KLI
10
Kelman-Lazarov Inc
Tennessee
$8.92M +$767K +19,396 +9%
AIP
11
Ahrens Investment Partners
Louisiana
$7.77M +$1.62M +40,900 +26%
RJA
12
Raymond James & Associates
Florida
$5.57M +$330K +8,347 +6%
NPC
13
National Planning Corporation
California
$5.43M +$352K +8,856 +7%
LFAS
14
Level Four Advisory Services
Texas
$3.95M -$105K -2,820 -3%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.8M +$71.5K +1,809 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.23M +$911K +23,038 +39%
BCM
17
Brookstone Capital Management
Illinois
$3.2M +$1.99M +50,286 +165%
Stifel Financial
18
Stifel Financial
Missouri
$3.13M +$11K +278 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$3.02M +$1.38M +36,040 +85%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.99M +$10.1K +255 +0.3%
CFA
21
Cahill Financial Advisors
Minnesota
$2.52M +$235K +5,931 +10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.47M +$209K +5,284 +9%
SPC
23
Sigma Planning Corp
Michigan
$2.28M +$22.7K +574 +1%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$1.87M +$609K +15,400 +48%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.78M +$65.7K +1,660 +4%
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