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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

212 hedge funds and large institutions have $1.04B invested in VanEck Morningstar Wide Moat ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 70 reducing their positions, and 43 closing their positions.

Holders
212
Holders Change
-13
Holders Change %
-5.78%
% of All Funds
4.68%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
34
Increased
79
Reduced
70
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RC
1
Randolph Company
Ohio
$16.7M
2
Bank of America
2
Bank of America
North Carolina
$104M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$11.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$149M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$24.1M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$28.9M
3
LPL Financial
3
LPL Financial
California
$46.2M
4
FIG
4
FundX Investment Group
California
$26.4M
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$149M 3,409,979 +213,593 +7%
Bank of America
2
Bank of America
North Carolina
$104M 2,366,694 +255,815 +12%
LPL Financial
3
LPL Financial
California
$46.2M 1,056,847 -316,146 -23%
JFA
4
JNBA Financial Advisors
Minnesota
$45M 1,029,750 -24,004 -2%
OIA
5
OneDigital Investment Advisors
Kansas
$39.1M 893,093 +121,563 +16%
RJA
6
Raymond James & Associates
Florida
$33M 755,526 +143,685 +23%
Ameriprise
7
Ameriprise
Minnesota
$32.4M 743,917 +58,296 +9%
Wells Fargo
8
Wells Fargo
California
$30.6M 700,479 -28,989 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$29.8M 682,073 +12,270 +2%
SWA
10
SFMG Wealth Advisors
Texas
$28.9M 660,880 -403,033 -38%
UBS Group
11
UBS Group
Switzerland
$28.9M 659,791 -86,232 -12%
FIG
12
FundX Investment Group
California
$26.4M 604,347 -280,504 -32%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.1M 550,616 +209,145 +61%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
CWG
15
Cornerstone Wealth Group
North Carolina
$18.9M 430,959 +1,599 +0.4%
KLI
16
Kelman-Lazarov Inc
Tennessee
$18.4M 421,058 +85,897 +26%
RC
17
Randolph Company
Ohio
$16.7M 381,003 +381,003 New
BCI
18
Brinker Capital Investments
Pennsylvania
$13.2M 301,293 +2,150 +0.7%
TC
19
Trilogy Capital
California
$13.1M 268,142 +11,752 +5%
VCM
20
Verde Capital Management
Michigan
$12.4M 284,302 +70,343 +33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.2M 277,821 -4,339 -2%
Truist Financial
22
Truist Financial
North Carolina
$12M 273,891 +192,116 +235%
LS
23
Leelyn Smith
Illinois
$11.8M 270,550 +31,749 +13%
BAM
24
Beaumont Asset Management
Texas
$11.6M 264,159 +47,121 +22%
Osaic Holdings
25
Osaic Holdings
Arizona
$11.1M 252,657 +252,657 New
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