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VanEck Morningstar Wide Moat ETF

113 hedge funds and large institutions have $498M invested in VanEck Morningstar Wide Moat ETF in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
113
Holders Change
+14
Holders Change %
+14.14%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
22
Increased
39
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75.2M 1,770,543 +33,541 +2%
TI
2
TTP Investments
California
$50M 1,177,051 +1,177,051 New
SWA
3
SFMG Wealth Advisors
Texas
$48.7M 1,147,661 +1,147,661 New
UBS Group
4
UBS Group
Switzerland
$48.3M 1,137,993 -66,034 -5%
JFA
5
JNBA Financial Advisors
Minnesota
$42M 989,080 +20,830 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$25.5M 601,584 -5,219 -0.9%
OIA
7
OneDigital Investment Advisors
Kansas
$19.1M 449,254 +18,429 +4%
LPL Financial
8
LPL Financial
California
$18.1M 425,958 +80,180 +23%
Bank of America
9
Bank of America
North Carolina
$17.9M 421,797 +60,608 +17%
BCI
10
Brinker Capital Investments
Pennsylvania
$12.8M 302,190 +1,478 +0.5%
KLI
11
Kelman-Lazarov Inc
Tennessee
$10.7M 252,613 +7,978 +3%
AIP
12
Ahrens Investment Partners
Louisiana
$8.95M 210,755 +3,703 +2%
LFAS
13
Level Four Advisory Services
Texas
$7.93M 186,789 +7,334 +4%
Wells Fargo
14
Wells Fargo
California
$7.61M 179,171 -39,292 -18%
PS
15
Portfolio Strategies
New York
$7.26M 171,067 +171,067 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.06M 142,716 -63,661 -31%
RJA
17
Raymond James & Associates
Florida
$6.03M 142,105 -1,210 -0.8%
BCM
18
Brookstone Capital Management
Illinois
$5.5M 129,579 +38,244 +42%
DP
19
Denver PWM
Colorado
$4.62M 107,173 +2,530 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.32M 101,800 +38,633 +61%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.22M 99,451 +19,262 +24%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M 88,679 -13,861 -14%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3.72M 87,526 +9,952 +13%
Ameriprise
24
Ameriprise
Minnesota
$3.46M 81,463 -2,305 -3%
Stifel Financial
25
Stifel Financial
Missouri
$3.41M 80,281 +2,339 +3%