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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

99 hedge funds and large institutions have $366M invested in VanEck Morningstar Wide Moat ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
14
Increased
42
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.33M
2
DP
2
Denver PWM
Colorado
$4.24M
3
JFA
3
JNBA Financial Advisors
Minnesota
$39.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.1M
5
LFAS
5
Level Four Advisory Services
Texas
$7.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$48.6M
2
NPC
2
National Planning Corporation
California
$3.96M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$2.55M
4
Wells Fargo
4
Wells Fargo
California
$8.81M
5
MWM
5
Meridian Wealth Management
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.1M 1,737,002 +88,944 +5%
UBS Group
2
UBS Group
Switzerland
$48.6M 1,204,027 -215,373 -15%
JFA
3
JNBA Financial Advisors
Minnesota
$39.1M 968,250 +102,045 +12%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$24.5M 606,803 +8,329 +1%
OIA
5
OneDigital Investment Advisors
Kansas
$17.4M 430,825 +6,189 +1%
Bank of America
6
Bank of America
North Carolina
$14.6M 361,189 +17,711 +5%
LPL Financial
7
LPL Financial
California
$13.9M 345,778 -3,823 -1%
BCI
8
Brinker Capital Investments
Pennsylvania
$12.1M 300,712 +1,426 +0.5%
KLI
9
Kelman-Lazarov Inc
Tennessee
$9.87M 244,635 +19,001 +8%
Wells Fargo
10
Wells Fargo
California
$8.81M 218,463 -12,888 -6%
AIP
11
Ahrens Investment Partners
Louisiana
$8.35M 207,052 +10,545 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.33M 206,377 +143,864 +230%
LFAS
13
Level Four Advisory Services
Texas
$7.24M 179,455 +73,585 +70%
RJA
14
Raymond James & Associates
Florida
$5.78M 143,315 +2,591 +2%
DP
15
Denver PWM
Colorado
$4.24M 104,643 +104,643 New
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.14M 102,540 +6,480 +7%
NPC
17
National Planning Corporation
California
$3.96M 98,174 -38,378 -28%
BCM
18
Brookstone Capital Management
Illinois
$3.68M 91,335 +10,484 +13%
Ameriprise
19
Ameriprise
Minnesota
$3.38M 83,768 +5,105 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.24M 80,189 +4,526 +6%
Stifel Financial
21
Stifel Financial
Missouri
$3.14M 77,942 -1,420 -2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3.13M 77,574 +33,877 +78%
CFA
23
Cahill Financial Advisors
Minnesota
$2.8M 69,376 +5,768 +9%
SPC
24
Sigma Planning Corp
Michigan
$2.65M 65,704 +8,146 +14%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.55M 63,167 -18,595 -23%
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