MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

173 hedge funds and large institutions have $794M invested in VanEck Morningstar Wide Moat ETF in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+31
Holders Change %
+21.83%
% of All Funds
3.75%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
44
Increased
72
Reduced
27
Closed
13
Calls
$7.21M
Puts
–
Net Calls
+$7.21M
Net Calls Change
+$7.21M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$30.1M
2
TI
TTP Investments
California
+$21M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.3M
4
LPL Financial
LPL Financial
California
+$11.9M
5
Ameriprise
Ameriprise
Minnesota
+$11.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.25M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.2M
3
GI
Glovista Investments
New Jersey
-$5.83M
4
Jane Street
Jane Street
New York
-$1.78M
5
BCM
Barometer Capital Management
Ontario, Canada
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M -$7.25M -155,531 -6%
UBS Group
2
UBS Group
Switzerland
$63.9M +$5.66M +121,407 +10%
SWA
3
SFMG Wealth Advisors
Texas
$63.2M +$4.8M +102,933 +8%
Bank of America
4
Bank of America
North Carolina
$56M +$30.1M +644,941 +116%
JFA
5
JNBA Financial Advisors
Minnesota
$46.4M +$1.82M +39,068 +4%
LPL Financial
6
LPL Financial
California
$37.6M +$11.9M +255,429 +46%
Ameriprise
7
Ameriprise
Minnesota
$29.1M +$11.2M +229,357 +62%
OIA
8
OneDigital Investment Advisors
Kansas
$28.6M +$583K +12,494 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$23.5M +$806K +17,271 +4%
TI
10
TTP Investments
California
$22.7M +$21M +450,380 +1,262%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$17.3M +233,335 +358%
Wells Fargo
12
Wells Fargo
California
$21.4M +$4.27M +91,505 +25%
BCI
13
Brinker Capital Investments
Pennsylvania
$14.1M -$237K -5,090 -2%
KLI
14
Kelman-Lazarov Inc
Tennessee
$13.4M +$803K +17,227 +6%
RJA
15
Raymond James & Associates
Florida
$12M +$4.35M +93,332 +57%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.5M +$1.04M +22,363 +10%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.4M -$6.2M -132,980 -35%
Goldman Sachs
18
Goldman Sachs
New York
$10.2M +$2.98M +63,909 +41%
AIP
19
Ahrens Investment Partners
Louisiana
$9.82M +$404K +8,665 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.69M +$1.64M +35,134 +23%
BCM
21
Brookstone Capital Management
Illinois
$8.36M -$65.4K -1,402 -0.8%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M +$616K +13,205 +9%
DC
23
Davenport & Co
Virginia
$7.03M +$123K +2,646 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6.28M +$179K +3,838 +3%
CWG
25
Cornerstone Wealth Group
North Carolina
$6.13M +$6.13M +131,386 New
1
2 3 4 5