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VanEck Morningstar Wide Moat ETF
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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 %
HWA
276
HHM Wealth Advisors
Tennessee
$2.17M – – –
CCM
277
Cutler Capital Management
Massachusetts
$2.16M +$30K +320 +1%
BCA
278
Bay Colony Advisors
Massachusetts
$2.12M -$205K -2,182 -9%
FIBT
279
First International Bank & Trust
North Dakota
$2.11M -$45.5M -485,467 -96%
RIA
280
Realta Investment Advisors
Delaware
$2.11M -$15.9K -170 -0.7%
CFP
281
Cascade Financial Partners
California
$2.11M – – –
IA
282
Inspire Advisors
Idaho
$2.08M -$40.8K -435 -2%
HH
283
Hilltop Holdings
Texas
$2.04M +$33.8K +360 +2%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M -$2.17M -23,173 -52%
SWP
285
Stratos Wealth Partners
Ohio
$1.98M -$1.28M -13,653 -39%
ACA
286
Aptus Capital Advisors
Alabama
$1.97M +$122K +1,299 +7%
GWANC
287
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.97M +$122K +1,299 +7%
GF
288
Gries Financial
Ohio
$1.95M +$63.9K +681 +3%
TCM
289
Triumph Capital Management
Colorado
$1.94M +$384K +4,090 +25%
CWA
290
Crux Wealth Advisors
California
$1.92M -$378K -4,035 -16%
FC
291
FCA Corp
Texas
$1.91M +$30.6K +326 +2%
FFN
292
Focus Financial Network
Minnesota
$1.89M -$462K -4,925 -20%
CW
293
CreativeOne Wealth
Kansas
$1.84M -$382K -4,072 -17%
FP
294
Fiduciary Planning
Florida
$1.84M -$395K -4,209 -18%
SPA
295
Sentinel Pension Advisors
Massachusetts
$1.82M -$3.85M -41,054 -68%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$1.75M -$32.5K -346 -2%
AQR Capital Management
297
AQR Capital Management
Connecticut
$1.75M -$273K -2,916 -14%
CFCI
298
Comprehensive Financial Consultants Institutional
Indiana
$1.73M -$45.3K -483 -3%
KWA
299
Kingswood Wealth Advisors
California
$1.69M -$126K -1,346 -7%
RFA
300
Rollins Financial Advisors
New York
$1.69M -$310K -3,300 -15%
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