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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

178 hedge funds and large institutions have $911M invested in VanEck Morningstar Wide Moat ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
23
Increased
84
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$64.2M
2
Bank of America
2
Bank of America
North Carolina
$74.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$131M
4
Cerity Partners
4
Cerity Partners
New York
$9.96M
5
CWG
5
Cornerstone Wealth Group
North Carolina
$15.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$36.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$830K
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$0
5
TPWA
5
TRUE Private Wealth Advisors
Oregon
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$131M 2,735,674 +301,680 +12%
Bank of America
2
Bank of America
North Carolina
$74.5M 1,551,517 +351,556 +29%
SWA
3
SFMG Wealth Advisors
Texas
$72.4M 1,438,318 +83,599 +6%
OIA
4
OneDigital Investment Advisors
Kansas
$64.2M 1,336,996 +723,801 +118%
JFA
5
JNBA Financial Advisors
Minnesota
$49.9M 1,038,208 +43,227 +4%
LPL Financial
6
LPL Financial
California
$40.2M 836,594 +30,982 +4%
UBS Group
7
UBS Group
Switzerland
$36.2M 754,619 -615,304 -45%
Ameriprise
8
Ameriprise
Minnesota
$29.3M 610,241 +11,847 +2%
Wells Fargo
9
Wells Fargo
California
$29M 603,114 +145,058 +32%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.1M 544,028 +39,211 +8%
TI
11
TTP Investments
California
$23.2M 483,737 -2,324 -0.5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
CWG
13
Cornerstone Wealth Group
North Carolina
$15.7M 326,694 +195,308 +149%
RJA
14
Raymond James & Associates
Florida
$15M 312,148 +55,761 +22%
BCI
15
Brinker Capital Investments
Pennsylvania
$14.3M 298,017 -3,258 -1%
KLI
16
Kelman-Lazarov Inc
Tennessee
$14.2M 295,440 +8,878 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.1M 273,693 +27,043 +11%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$10.5M 217,900 -26,594 -11%
AIP
19
Ahrens Investment Partners
Louisiana
$10.4M 216,165 +5,527 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10M 208,762 +22,352 +12%
Cerity Partners
21
Cerity Partners
New York
$9.96M 207,294 +207,294 New
DC
22
Davenport & Co
Virginia
$9.09M 189,164 +38,350 +25%
BCM
23
Brookstone Capital Management
Illinois
$8.73M 181,767 +2,521 +1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7.79M 162,131 +27,421 +20%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.6M 158,286 +1,456 +0.9%
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