MOAT icon

VanEck Morningstar Wide Moat ETF

134 hedge funds and large institutions have $506M invested in VanEck Morningstar Wide Moat ETF in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 7 closing their positions.

Holders
134
Holders Change
+21
Holders Change %
+18.58%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
28
Increased
47
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.5M 1,844,590 +74,047 +4%
TI
2
TTP Investments
California
$49.1M 1,184,873 +7,822 +0.7%
SWA
3
SFMG Wealth Advisors
Texas
$48.4M 1,167,388 +19,727 +2%
UBS Group
4
UBS Group
Switzerland
$46.9M 1,130,508 -7,485 -0.7%
JFA
5
JNBA Financial Advisors
Minnesota
$41.9M 1,010,881 +21,801 +2%
LPL Financial
6
LPL Financial
California
$24.1M 582,252 +156,294 +37%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.5M 567,825 -33,759 -6%
OIA
8
OneDigital Investment Advisors
Kansas
$22M 531,043 +81,789 +18%
Bank of America
9
Bank of America
North Carolina
$15.2M 365,689 -56,108 -13%
BCI
10
Brinker Capital Investments
Pennsylvania
$12.5M 300,738 -1,452 -0.5%
KLI
11
Kelman-Lazarov Inc
Tennessee
$10.5M 253,161 +548 +0.2%
AIP
12
Ahrens Investment Partners
Louisiana
$8.32M 200,704 -10,051 -5%
PS
13
Portfolio Strategies
New York
$7.55M 182,185 +11,118 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.12M 147,492 +4,776 +3%
BCM
15
Brookstone Capital Management
Illinois
$6.08M 146,505 +16,926 +13%
Wells Fargo
16
Wells Fargo
California
$5.96M 143,752 -35,419 -20%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.81M 139,994 +51,315 +58%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$5.69M 137,110 +35,310 +35%
RJA
19
Raymond James & Associates
Florida
$5.67M 136,729 -5,376 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.24M 126,325 +26,874 +27%
DP
21
Denver PWM
Colorado
$4.82M 112,978 +5,805 +5%
Jane Street
22
Jane Street
New York
$3.53M 85,104 +75,934 +828%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$3.47M 83,600 +11,800 +16%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.46M 83,331 -4,195 -5%
Stifel Financial
25
Stifel Financial
Missouri
$3.33M 80,295 +14 +0%