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VanEck Morningstar Wide Moat ETF
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Overview Fund Activity

226 hedge funds and large institutions have $1.47B invested in VanEck Morningstar Wide Moat ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.38%
New
20
Increased
79
Reduced
72
Closed
22
Calls
$2.42M
Puts
$557K
Net Calls
+$1.86M
Net Calls Change
+$20K

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$18.5M
2
PS
2
Planned Solutions
California
$16.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.6M
4
VWA
4
Visionary Wealth Advisors
Illinois
$6.93M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$9.69M

Top Sellers

1
RC
1
Randolph Company
Ohio
$0
2
TC
2
Trilogy Capital
California
$0
3
FSA
3
Financial Services Advisory
Maryland
$579K
4
CAG
4
Csenge Advisory Group
Florida
$1.13M
5
LPL Financial
5
LPL Financial
California
$53.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$230M 4,210,011 +9,844 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$195M 3,570,211 -72,556 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.5M 1,473,742 -18,711 -1%
OIA
4
OneDigital Investment Advisors
Kansas
$58.9M 1,079,693 +89,919 +9%
RJA
5
Raymond James & Associates
Florida
$55.9M 1,024,898 -20,192 -2%
LPL Financial
6
LPL Financial
California
$53.7M 984,507 -137,553 -12%
JFA
7
JNBA Financial Advisors
Minnesota
$48.9M 896,382 -8,098 -0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$42M 768,531 +52,094 +7%
Wells Fargo
9
Wells Fargo
California
$41.3M 756,320 -46,864 -6%
UBS Group
10
UBS Group
Switzerland
$40.9M 749,199 +59,153 +9%
Ameriprise
11
Ameriprise
Minnesota
$36.4M 650,819 -28,924 -4%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M 298,437 – –
CWG
13
Cornerstone Wealth Group
North Carolina
$22M 403,363 -18,818 -4%
KLI
14
Kelman-Lazarov Inc
Tennessee
$20.4M 372,900 -9,372 -2%
WP
15
WealthPLAN Partners
Nebraska
$18.5M 320,171 +320,171 New
Osaic Holdings
16
Osaic Holdings
Arizona
$17.7M 324,622 +45,717 +16%
Truist Financial
17
Truist Financial
North Carolina
$16.6M 303,617 +10,162 +3%
LS
18
Leelyn Smith
Illinois
$16.3M 298,602 +15,384 +5%
PS
19
Planned Solutions
California
$16.1M 295,327 +295,327 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.5M 283,921 +19,220 +7%
BCI
21
Brinker Capital Investments
Pennsylvania
$15.4M 282,172 -22,003 -7%
VCM
22
Verde Capital Management
Michigan
$15.1M 276,186 +5,884 +2%
BAM
23
Beaumont Asset Management
Texas
$12.4M 227,216 -1,862 -0.8%
AFG
24
Affinia Financial Group
Massachusetts
$10.7M 196,349 +9,954 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$10.7M 196,343 +14,353 +8%
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