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VanEck Morningstar Wide Moat ETF
MOAT

Overview Fund Activity

696 hedge funds and large institutions have $7.99B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 300 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-8
Holders Change %
-1.14%
% of All Funds
9.45%
Holding in Top 10
91
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.78%
% of All Funds
1.24%
New
59
Increased
219
Reduced
300
Closed
53
Calls
$3.26M
Puts
$827K
Net Calls
+$2.43M
Net Calls Change
+$547K

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$29.7M
2
SF
Summit Financial
New Jersey
+$22.3M
3
DAS
Dynamic Advisor Solutions
Arizona
+$19.7M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.7M
5
EF
Empowered Funds
Pennsylvania
+$13.5M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$112M
2
Morgan Stanley
Morgan Stanley
New York
-$88.3M
3
Raymond James Financial
Raymond James Financial
Florida
-$80.6M
4
Bank of America
Bank of America
North Carolina
-$71.6M
5
UBS Group
UBS Group
Switzerland
-$70.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$3.98M -$188K -2,138 -5%
PA
227
Paragon Advisors
Texas
$3.97M +$463K +5,263 +13%
CIAS
228
Capital Investment Advisory Services
North Carolina
$3.96M +$59.6K +677 +2%
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.94M -$9.48M -107,706 -71%
SFPG
230
Stonebridge Financial Planning Group
Florida
$3.92M +$536K +6,093 +16%
ARC
231
Advisor Resource Council
Texas
$3.88M -$3.59M -40,799 -48%
RGC
232
Roberts, Glore & Co
Illinois
$3.85M +$238K +2,703 +7%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$3.74M +$2.79M +31,690 +294%
XF
234
XML Financial
Maryland
$3.64M +$457K +5,196 +14%
BCI
235
Brinker Capital Investments
Pennsylvania
$3.62M -$650K -7,381 -15%
OPS
236
Orion Portfolio Solutions
Nebraska
$3.62M -$650K -7,381 -15%
William Blair & Company
237
William Blair & Company
Illinois
$3.59M -$175K -1,984 -5%
ACS
238
Archford Capital Strategies
Illinois
$3.58M -$7.14M -81,099 -67%
PA
239
PSI Advisors
Florida
$3.56M -$406K -4,619 -10%
AIC
240
Ayalon Insurance Company
Israel
$3.52M -$1.19M -13,499 -25%
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
$3.49M +$3.49M +39,721 New
MC
242
McCarthy & Cox
Ohio
$3.48M +$4.66K +53 +0.1%
Aberdeen Group
243
Aberdeen Group
United Kingdom
$3.45M -$6.06M -69,474 -64%
S
244
Sunpointe
Missouri
$3.45M +$104K +1,180 +3%
IF
245
IRON Financial
Illinois
$3.41M +$5.46K +62 +0.2%
TW
246
Trajan Wealth
Arizona
$3.37M -$42K -477 -1%
WW
247
Westshore Wealth
California
$3.33M -$368K -4,178 -10%
CIA
248
Concurrent Investment Advisors
Florida
$3.3M +$500K +5,685 +18%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$3.29M -$377K -4,289 -10%
AW
250
Atlas Wealth
Ohio
$3.26M +$430K +4,881 +15%
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10
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