MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

229 hedge funds and large institutions have $1.4B invested in VanEck Morningstar Wide Moat ETF in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
229
Holders Change
+17
Holders Change %
+8.02%
% of All Funds
4.71%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.35%
New
41
Increased
85
Reduced
67
Closed
22
Calls
$2.06M
Puts
$219K
Net Calls
+$1.84M
Net Calls Change
+$1.84M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78M
3
RJA
3
Raymond James & Associates
Florida
$54.6M
4
FSA
4
Financial Services Advisory
Maryland
$13.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$190M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$7.1M
2
FIG
2
FundX Investment Group
California
$0
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.93M
4
JFA
4
JNBA Financial Advisors
Minnesota
$47.2M
5
BCM
5
Brookstone Capital Management
Illinois
$3.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$219M 4,200,167 +1,833,473 +77%
Morgan Stanley
2
Morgan Stanley
New York
$190M 3,642,767 +232,788 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$78M 1,492,453 +810,380 +119%
LPL Financial
4
LPL Financial
California
$58.6M 1,122,060 +65,213 +6%
RJA
5
Raymond James & Associates
Florida
$54.6M 1,045,090 +289,564 +38%
OIA
6
OneDigital Investment Advisors
Kansas
$51.7M 989,774 +96,681 +11%
JFA
7
JNBA Financial Advisors
Minnesota
$47.2M 904,480 -125,270 -12%
Wells Fargo
8
Wells Fargo
California
$42M 803,184 +102,705 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$37.4M 716,437 +165,821 +30%
UBS Group
10
UBS Group
Switzerland
$36M 690,046 +30,255 +5%
Ameriprise
11
Ameriprise
Minnesota
$35.5M 679,743 -64,174 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
CWG
13
Cornerstone Wealth Group
North Carolina
$22.1M 422,181 -8,778 -2%
RC
14
Randolph Company
Ohio
$20M 382,562 +1,559 +0.4%
KLI
15
Kelman-Lazarov Inc
Tennessee
$20M 382,272 -38,786 -9%
BCI
16
Brinker Capital Investments
Pennsylvania
$15.9M 304,175 +2,882 +1%
Truist Financial
17
Truist Financial
North Carolina
$15.3M 293,455 +19,564 +7%
LS
18
Leelyn Smith
Illinois
$14.8M 283,218 +12,668 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.6M 278,905 +26,248 +10%
TC
20
Trilogy Capital
California
$14.3M 266,834 -1,308 -0.5%
VCM
21
Verde Capital Management
Michigan
$14.1M 270,302 -14,000 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.8M 264,701 +96,794 +58%
FSA
23
Financial Services Advisory
Maryland
$13.1M 251,046 +251,046 New
BAM
24
Beaumont Asset Management
Texas
$12M 229,078 -35,081 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11.8M 225,307 -52,514 -19%
1
2 3 4 5