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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

680 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 360 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.12%
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
165
Reduced
360
Closed
50
Calls
$1.96M
Puts
–
Net Calls
+$1.96M
Net Calls Change
-$469K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$26.4M
2
BFA
Boulay Financial Advisors
Minnesota
+$25.3M
3
AssetMark Inc
AssetMark Inc
California
+$20.7M
4
CIA
Concurrent Investment Advisors
Florida
+$19.7M
5
RIS
Richmond Investment Services
Wisconsin
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$98.3M
2
Raymond James Financial
Raymond James Financial
Florida
-$62.6M
3
OWP
Obermeyer Wealth Partners
Colorado
-$57.7M
4
BCM
Brookstone Capital Management
Illinois
-$51.4M
5
FIBT
First International Bank & Trust
North Dakota
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
226
Essex Financial Services
Connecticut
$3.51M -$3.61M -38,457 -51%
WW
227
Westshore Wealth
California
$3.5M -$50.5K -538 -1%
GVAG
228
Great Valley Advisor Group
Delaware
$3.49M -$1.27M -13,510 -27%
BFF
229
Byrne Financial Freedom
Massachusetts
$3.39M -$2.49M -26,560 -42%
GRP
230
Global Retirement Partners
California
$3.33M +$3.33M +35,555 New
BCI
231
Brinker Capital Investments
Pennsylvania
$3.33M -$530K -5,647 -14%
DWM
232
Darwin Wealth Management
Florida
$3.32M +$50.4K +537 +2%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$3.28M -$229K -2,439 -7%
RFN
234
RDA Financial Network
Iowa
$3.27M -$31.9K -340 -1%
RWA
235
Rooted Wealth Advisors
Illinois
$3.26M -$666K -6,902 -17%
CWM
236
Collaborative Wealth Management
Florida
$3.26M +$29.7K +317 +0.9%
XPN
237
XY Planning Network
Montana
$3.25M +$3.25M +34,696 New
ACS
238
Archford Capital Strategies
Illinois
$3.25M -$562K -5,997 -15%
EWM
239
Endowment Wealth Management
Wisconsin
$3.17M +$208K +2,221 +7%
PIA
240
Panoramic Investment Advisors
Colorado
$3.16M -$293K -3,125 -8%
TA
241
Tactive Advisors
Florida
$3.13M +$3.13M +33,327 New
EWA
242
EP Wealth Advisors
California
$3.09M -$21.7M -230,840 -88%
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$3.04M -$3.3M -35,211 -52%
AW
244
Atlas Wealth
Ohio
$3.01M -$534K -5,593 -15%
XT
245
XTX Topco
Cayman Islands
$2.86M +$2.34M +24,899 +445%
SC
246
Soundwatch Capital
Connecticut
$2.84M +$2.42M +55,856 +583%
AFG
247
Atomi Financial Group
New York
$2.83M +$66.3K +707 +2%
GWSG
248
GPS Wealth Strategies Group
Colorado
$2.81M -$378K -4,025 -12%
VPF
249
Vantage Point Financial
Illinois
$2.78M -$634K -6,756 -19%
SOS
250
Silver Oak Securities
Tennessee
$2.78M +$1.31M +13,957 +89%
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