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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 %
LOIM
276
Liberty One Investment Management
Illinois
$2.45M -$87.8K -998 -3%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$2.45M +$233K +2,647 +11%
LSA
278
Lansing Street Advisors
Pennsylvania
$2.42M -$4.14K -47 -0.2%
GSIAS
279
Garden State Investment Advisory Services
New Jersey
$2.41M +$535K +6,085 +29%
PS
280
Principal Securities
Iowa
$2.4M – – –
VFG
281
Victory Financial Group
Texas
$2.39M +$2.39M +27,167 New
MWM
282
Maridea Wealth Management
New York
$2.35M -$421K -4,783 -15%
DFA
283
DHK Financial Advisors
New Hampshire
$2.35M -$3.02M -34,350 -56%
JWM
284
Jacksonville Wealth Management
Florida
$2.33M -$1.85K -21 -0.1%
GS
285
GTS Securities
New York
$2.28M +$2.28M +25,899 New
TRCT
286
Tower Research Capital (TRC)
New York
$2.28M +$2.28M +24,401 New
CPIA
287
Cornell Pochily Investment Advisors
New York
$2.25M +$22.2K +252 +1%
PWM
288
Provident Wealth Management
Tennessee
$2.23M -$766K -8,708 -26%
FFN
289
Focus Financial Network
Minnesota
$2.21M -$95.5K -1,085 -4%
BCA
290
Bay Colony Advisors
Massachusetts
$2.17M +$11.8K +135 +0.5%
SWA
291
Stratos Wealth Advisors
Ohio
$2.17M -$16.5K -188 -0.8%
FFG
292
First Financial Group
North Carolina
$2.17M -$74.1K -842 -3%
CWA
293
Crux Wealth Advisors
California
$2.15M -$147K -1,666 -6%
CWM
294
Cornerstone Wealth Management
Missouri
$2.13M +$325K +3,688 +18%
CSI
295
Cross Staff Investments
New York
$2.11M +$32.6K +370 +2%
FP
296
Fiduciary Planning
Florida
$2.1M -$565K -6,425 -21%
CW
297
CreativeOne Wealth
Kansas
$2.09M +$216K +2,459 +12%
TF
298
TME Financial
California
$2.08M +$2.08M +23,663 New
QCM
299
Quantinno Capital Management
New York
$2.07M +$2.07M +23,521 New
HWA
300
HHM Wealth Advisors
Tennessee
$2.03M – – –
10 11
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