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VanEck Morningstar Wide Moat ETF

178 hedge funds and large institutions have $999M invested in VanEck Morningstar Wide Moat ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
178
Holders Change
Holders Change %
0%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
19
Increased
74
Reduced
45
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$140M 2,792,658 +56,984 +2%
Bank of America
2
Bank of America
North Carolina
$95.4M 1,902,721 +351,204 +23%
SWA
3
SFMG Wealth Advisors
Texas
$64.5M 1,285,473 -152,845 -11%
JFA
4
JNBA Financial Advisors
Minnesota
$52.3M 1,042,779 +4,571 +0.4%
LPL Financial
5
LPL Financial
California
$41M 818,004 -18,590 -2%
OIA
6
OneDigital Investment Advisors
Kansas
$38.2M 761,030 -575,966 -43%
UBS Group
7
UBS Group
Switzerland
$36.6M 730,765 -23,854 -3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$35.9M 716,750 +498,850 +229%
Wells Fargo
9
Wells Fargo
California
$33.6M 669,055 +65,941 +11%
Ameriprise
10
Ameriprise
Minnesota
$32.2M 642,855 +32,614 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.7M 572,715 +28,687 +5%
TI
12
TTP Investments
California
$24.3M 484,755 +1,018 +0.2%
RJA
13
Raymond James & Associates
Florida
$24.1M 480,703 +168,555 +54%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437
CWG
15
Cornerstone Wealth Group
North Carolina
$15.7M 313,915 -12,779 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.3M 305,753 +32,060 +12%
KLI
17
Kelman-Lazarov Inc
Tennessee
$15M 299,112 +3,672 +1%
BCI
18
Brinker Capital Investments
Pennsylvania
$15M 299,067 +1,050 +0.4%
DAS
19
Dynamic Advisor Solutions
Arizona
$13.9M 278,045 +143,648 +107%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11M 220,172 +11,410 +5%
AIP
21
Ahrens Investment Partners
Louisiana
$10.8M 216,192 +27 +0%
CFG
22
CMC Financial Group
Georgia
$10.5M 210,150 +210,150 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.89M 177,350 +63,128 +55%
DC
24
Davenport & Co
Virginia
$8.87M 184,757 -4,407 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$8.45M 168,518 +6,387 +4%