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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
+$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 %
STA
301
Summit Trail Advisors
New York
$1.68M -$188K -2,007 -10%
TPCW
302
TD Private Client Wealth
New York
$1.68M +$229K +2,445 +16%
LIWM
303
Long Island Wealth Management
New York
$1.65M -$8.57M -91,382 -84%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$1.64M +$172K +1,834 +12%
BFG
305
Berger Financial Group
Minnesota
$1.6M -$66.5K -709 -4%
WS
306
Wedbush Securities
California
$1.59M -$342K -3,643 -18%
WIA
307
World Investment Advisors
California
$1.59M -$246K -2,628 -13%
CPIG
308
Chicago Partners Investment Group
Illinois
$1.58M -$98.5K -1,000 -6%
CWMK
309
Caliber Wealth Management (Kansas)
Kansas
$1.56M -$257K -2,740 -14%
BWM
310
BCS Wealth Management
Tennessee
$1.55M -$282K -3,007 -15%
ECA
311
Elevation Capital Advisory
Oregon
$1.53M -$8.65M -92,203 -85%
FFG
312
Fiduciary Financial Group
California
$1.52M -$17.4M -182,463 -92%
MFGM
313
Marshall Financial Group (Maryland)
Maryland
$1.49M -$186K -1,941 -11%
Northern Trust
314
Northern Trust
Illinois
$1.47M -$204K -2,172 -12%
WWM
315
Wolff Wiese Magana
California
$1.47M +$8.63K +92 +0.6%
MSFS
316
Main Street Financial Solutions
Pennsylvania
$1.46M -$50.9K -543 -3%
UCB
317
United Community Bank
South Carolina
$1.46M +$2.35K +25 +0.2%
NFSG
318
Newbridge Financial Services Group
Florida
$1.43M +$1.08M +11,554 +312%
SWP
319
Summit Wealth Partners
Florida
$1.43M -$263K -2,807 -16%
SAG
320
SageView Advisory Group
California
$1.42M -$226K -2,286 -14%
MS
321
Madden Securities
Texas
$1.41M -$188K -2,000 -12%
WCM
322
Winebrenner Capital Management
Kentucky
$1.4M +$844 +9 +0.1%
AWM
323
Axxcess Wealth Management
California
$1.39M +$188 +2 +0%
RSF
324
Rik Saylor Financial
Ohio
$1.39M -$1.69K -18 -0.1%
EE
325
EWG Elevate
California
$1.38M -$675K -7,194 -33%
11 12
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