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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$636M
2
Raymond James Financial
Raymond James Financial
Florida
$360M
3
OWP
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
First International Bank & Trust
North Dakota
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
251
Creekside Partners
California
$2.76M -$13.2K -141 -0.5%
WA
252
Waverly Advisors
Alabama
$2.73M -$146K -1,553 -5%
LWM
253
Lionsbridge Wealth Management
Florida
$2.64M -$41.1K -438 -2%
JWCA
254
J.W. Cole Advisors
Florida
$2.64M +$1.6M +17,008 +153%
WKSWA
255
White Knight Strategic Wealth Advisors
New Jersey
$2.62M -$40.9K -436 -2%
JWM
256
Jacksonville Wealth Management
Florida
$2.62M +$134K +1,434 +5%
LOIM
257
Liberty One Investment Management
Illinois
$2.62M +$1.88K +20 +0.1%
Focus Partners Wealth
258
Focus Partners Wealth
Massachusetts
$2.59M -$71.2K -759 -3%
TRCT
259
Tower Research Capital (TRC)
New York
$2.58M +$293K +3,125 +13%
GSIAS
260
Garden State Investment Advisory Services
New Jersey
$2.56M – – –
Wealthfront Advisers
261
Wealthfront Advisers
California
$2.52M -$127K -1,355 -5%
DFA
262
DHK Financial Advisors
New Hampshire
$2.5M – – –
QCM
263
Quantinno Capital Management
New York
$2.49M +$283K +3,018 +13%
CPC
264
Cookson Peirce & Co
Pennsylvania
$2.48M -$469K -5,000 -16%
TF
265
TME Financial
California
$2.47M +$252K +2,683 +11%
BW
266
BXM Wealth
Colorado
$2.45M -$470K -5,015 -16%
PNC Financial Services Group
267
PNC Financial Services Group
Pennsylvania
$2.35M -$255K -2,722 -10%
FFG
268
First Financial Group
North Carolina
$2.32M +$6.47K +69 +0.3%
CPIA
269
Cornell Pochily Investment Advisors
New York
$2.32M -$79.7K -850 -3%
CWM
270
Cornerstone Wealth Management
Missouri
$2.29M +$14K +149 +0.6%
CSI
271
Cross Staff Investments
New York
$2.27M +$20.2K +215 +0.9%
HI
272
Harbour Investments
Wisconsin
$2.26M +$160K +1,706 +8%
SWA
273
Stratos Wealth Advisors
Ohio
$2.26M -$53.2K -567 -2%
LSA
274
L & S Advisors
California
$2.22M +$409K +4,361 +23%
PWM
275
Provident Wealth Management
Tennessee
$2.2M -$177K -1,884 -7%
9 10
11
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