MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

142 hedge funds and large institutions have $577M invested in VanEck Morningstar Wide Moat ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 62 increasing their positions, 22 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
33
Increased
62
Reduced
22
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JFA
JNBA Financial Advisors
Minnesota
$39.4M
2
Morgan Stanley
Morgan Stanley
New York
$107M
3
OIA
OneDigital Investment Advisors
Kansas
$24.7M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$15.5M
5
BCI
Brinker Capital Investments
Pennsylvania
$12.6M

Top Sellers

1
TI
TTP Investments
California
$1.47M
2
CWM
Cornerstone Wealth Management
Missouri
$304K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$20.1M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
FA
FDx Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M +$30.9M +750,978 +41%
SWA
2
SFMG Wealth Advisors
Texas
$51.5M +$344K +8,357 +0.7%
UBS Group
3
UBS Group
Switzerland
$51.4M +$3.68M +89,373 +8%
JFA
4
JNBA Financial Advisors
Minnesota
$39.4M +$39.4M +955,913 New
OIA
5
OneDigital Investment Advisors
Kansas
$24.7M +$24.7M +600,701 New
Bank of America
6
Bank of America
North Carolina
$22.9M +$4.25M +103,251 +23%
LPL Financial
7
LPL Financial
California
$22.7M +$878K +21,316 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$20.1M -$1.91M -46,505 -9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$13.6M +330,195 +698%
Ameriprise
10
Ameriprise
Minnesota
$15.2M +$10M +243,851 +195%
Wells Fargo
11
Wells Fargo
California
$15.1M +$8.8M +213,754 +140%
BCI
12
Brinker Capital Investments
Pennsylvania
$12.6M +$11.6M +282,870 +1,204%
KLI
13
Kelman-Lazarov Inc
Tennessee
$11.1M +$391K +9,500 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.23M +$1.1M +26,612 +13%
AIP
15
Ahrens Investment Partners
Louisiana
$8.32M +$359K +8,709 +5%
BCM
16
Brookstone Capital Management
Illinois
$7.44M +$643K +15,613 +9%
RJA
17
Raymond James & Associates
Florida
$6.71M +$2.14M +51,995 +47%
Goldman Sachs
18
Goldman Sachs
New York
$6.41M +$6.41M +155,740 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.23M +$2.14M +52,054 +52%
DC
20
Davenport & Co
Virginia
$6.1M +$4.4M +106,867 +259%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91M +$6.13K +149 +0.1%
GI
22
Glovista Investments
New Jersey
$5.83M +$5.83M +141,689 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5.39M -$635K -15,417 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.1M +$2.12M +51,422 +71%
DP
25
Denver PWM
Colorado
$5.09M +$56.1K +1,241 +1%
1
2 3 4 5