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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.38B invested in VanEck Morningstar Wide Moat ETF in 2019 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
225
Holders Change
+47
Holders Change %
+26.4%
% of All Funds
4.44%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.38%
New
62
Increased
101
Reduced
34
Closed
12
Calls
–
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K

Top Buyers

1
FIG
1
FundX Investment Group
California
$48.5M
2
MCM
2
Mainstay Capital Management
Michigan
$47.5M
3
LPL Financial
3
LPL Financial
California
$75.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$175M
5
TC
5
Trilogy Capital
California
$14.2M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$17.8M
2
SWA
2
SFMG Wealth Advisors
Texas
$58.3M
3
CFG
3
CMC Financial Group
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.54M
5
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$175M 3,196,386 +403,728 +14%
Bank of America
2
Bank of America
North Carolina
$116M 2,110,879 +208,158 +11%
LPL Financial
3
LPL Financial
California
$75.2M 1,372,993 +554,989 +68%
SWA
4
SFMG Wealth Advisors
Texas
$58.3M 1,063,913 -221,560 -17%
JFA
5
JNBA Financial Advisors
Minnesota
$57.7M 1,053,754 +10,975 +1%
FIG
6
FundX Investment Group
California
$48.5M 884,851 +884,851 New
MCM
7
Mainstay Capital Management
Michigan
$47.5M 867,343 +867,343 New
OIA
8
OneDigital Investment Advisors
Kansas
$42.3M 771,530 +10,500 +1%
UBS Group
9
UBS Group
Switzerland
$40.9M 746,023 +15,258 +2%
Wells Fargo
10
Wells Fargo
California
$40M 729,468 +60,413 +9%
Ameriprise
11
Ameriprise
Minnesota
$37.6M 685,621 +42,766 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$36.7M 669,803 +97,088 +17%
RJA
13
Raymond James & Associates
Florida
$33.5M 611,841 +131,138 +27%
TI
14
TTP Investments
California
$31.1M 568,383 +83,628 +17%
CWG
15
Cornerstone Wealth Group
North Carolina
$23.5M 429,360 +115,445 +37%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.7M 341,471 +35,718 +12%
KLI
18
Kelman-Lazarov Inc
Tennessee
$18.4M 335,161 +36,049 +12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$17.8M 324,692 -392,058 -55%
BCI
20
Brinker Capital Investments
Pennsylvania
$16.4M 299,143 +76 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.5M 282,160 +61,988 +28%
DAS
22
Dynamic Advisor Solutions
Arizona
$14.8M 270,885 -7,160 -3%
TC
23
Trilogy Capital
California
$14.2M 256,390 +256,390 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13.1M 240,074 +71,556 +42%
AIP
25
Ahrens Investment Partners
Louisiana
$12.6M 229,918 +13,726 +6%
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