MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

678 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 163 increasing their positions, 360 reducing their positions, and 50 closing their positions.

Holders
678
Holders Change
-19
Holders Change %
-2.73%
% of All Funds
9.11%
Holding in Top 10
75
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-17.58%
% of All Funds
1.01%
New
47
Increased
163
Reduced
360
Closed
50
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
-$985K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$130M
2
BFA
2
Boulay Financial Advisors
Minnesota
$195M
3
AssetMark Inc
3
AssetMark Inc
California
$27.3M
4
CIA
4
Concurrent Investment Advisors
Florida
$23.2M
5
RIS
5
Richmond Investment Services
Wisconsin
$29.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$636M
2
Raymond James Financial
2
Raymond James Financial
Florida
$360M
3
OWP
3
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
4
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
5
First International Bank & Trust
North Dakota
$2.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$637M 6,787,827 -438,570 -6%
Morgan Stanley
2
Morgan Stanley
New York
$636M 6,783,496 -1,048,596 -13%
LPL Financial
3
LPL Financial
California
$615M 6,560,799 -425,365 -6%
Raymond James Financial
4
Raymond James Financial
Florida
$360M 3,837,339 -667,774 -15%
MFIM
5
Mesirow Financial Investment Management
Illinois
$250M 2,668,567 -77,874 -3%
Wells Fargo
6
Wells Fargo
California
$226M 2,406,645 -170,052 -7%
BFA
7
Boulay Financial Advisors
Minnesota
$195M 2,079,163 +269,654 +15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$169M 1,799,219 -309,993 -15%
UBS Group
9
UBS Group
Switzerland
$130M 1,382,924 +281,255 +26%
Ameriprise
10
Ameriprise
Minnesota
$106M 1,125,742 -336,862 -23%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$93M 993,184 +110,413 +13%
PWA
12
Provenance Wealth Advisors
Florida
$86.2M 918,696 -195,957 -18%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$82.8M 882,889 -239,343 -21%
FFA
14
First Foundation Advisors
California
$82.2M 876,292 -191,616 -18%
SFBLI
15
Southern Farm Bureau Life Insurance
Mississippi
$79.3M 845,027 – –
AAS
16
Avantax Advisory Services
Texas
$72.6M 774,216 -43,832 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$71.8M 765,074 -239,585 -24%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$69.1M 737,123 -67,985 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$67.1M 715,951 +62,513 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$64.9M 699,422 -15,583 -2%
WMWM
21
Whitaker-Myers Wealth Managers
Ohio
$61.8M 658,546 +39,723 +6%
ERFOTCOFW
22
Employees Retirement Fund of the City of Fort Worth
Texas
$58.2M 661,874 – –
SWA
23
SFMG Wealth Advisors
Texas
$57.8M 616,184 +12,590 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$57.4M 612,177 -194,473 -24%
HighTower Advisors
25
HighTower Advisors
Illinois
$56.7M 604,739 -12,502 -2%
1
2 3 4 5