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VanEck Morningstar Wide Moat ETF
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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 %
FPGT
251
Financial Partners Group (Tennessee)
Tennessee
$3.26M +$440K +4,996 +16%
DWM
252
Darwin Wealth Management
Florida
$3.24M – – –
PIA
253
Panoramic Investment Advisors
Colorado
$3.24M -$342K -3,886 -10%
VPF
254
Vantage Point Financial
Illinois
$3.2M +$43.6K +495 +1%
RWA
255
Rooted Wealth Advisors
Illinois
$3.2M +$220K +2,796 +7%
OWA
256
Opal Wealth Advisors
New York
$3.2M +$381K +4,329 +14%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$3.11M -$42.2K -479 -1%
RFN
258
RDA Financial Network
Iowa
$3.1M +$134K +1,521 +5%
SWP
259
Stratos Wealth Partners
Ohio
$3.06M -$1.76M -19,962 -36%
CWM
260
Collaborative Wealth Management
Florida
$3.03M -$199K -2,258 -6%
OAJ
261
Ogorek Anthony Joseph
New York
$2.99M -$7.13M -81,085 -70%
GWSG
262
GPS Wealth Strategies Group
Colorado
$2.99M -$859K -9,764 -22%
TW
263
Transform Wealth
Colorado
$2.93M -$236K -2,684 -7%
EWM
264
Endowment Wealth Management
Wisconsin
$2.78M +$214K +2,428 +8%
CPC
265
Cookson Peirce & Co
Pennsylvania
$2.77M -$70.4K -800 -2%
BW
266
BXM Wealth
Colorado
$2.74M +$2.33M +26,505 +566%
WA
267
Waverly Advisors
Alabama
$2.7M +$135K +1,534 +5%
AWM
268
Able Wealth Management
New Jersey
$2.67M +$726K +8,249 +37%
CB
269
Chris Bulman
California
$2.62M -$181K -2,060 -6%
CP
270
Creekside Partners
California
$2.6M +$23.4K +266 +0.9%
AFG
271
Atomi Financial Group
New York
$2.6M -$109K -1,241 -4%
LWM
272
Lionsbridge Wealth Management
Florida
$2.52M -$569K -6,470 -18%
WKSWA
273
White Knight Strategic Wealth Advisors
New Jersey
$2.5M -$2.62M -29,741 -51%
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$2.5M -$2.62M -29,759 -51%
Wealthfront Advisers
275
Wealthfront Advisers
California
$2.48M -$38K -432 -2%
9 10
11
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