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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 %
PM
301
Parametrica Management
Hong Kong
$2.02M -$510K -5,800 -20%
CCM
302
Cutler Capital Management
Massachusetts
$2M +$53.2K +605 +3%
RIA
303
Realta Investment Advisors
Delaware
$2M -$460K -5,231 -19%
IA
304
Inspire Advisors
Idaho
$1.99M -$116K -1,322 -6%
WA
305
Whipplewood Advisors
Colorado
$1.98M -$112M -22,419 -98%
PFA
306
Peak Financial Advisors
Colorado
$1.98M -$1.79M -20,333 -47%
CFP
307
Cascade Financial Partners
California
$1.98M -$1.4M -15,880 -41%
HI
308
Harbour Investments
Wisconsin
$1.97M +$487K +5,535 +33%
EE
309
EWG Elevate
California
$1.92M -$385K -4,376 -17%
AQR Capital Management
310
AQR Capital Management
Connecticut
$1.89M +$273K +3,107 +17%
HH
311
Hilltop Holdings
Texas
$1.88M +$556K +6,313 +42%
RFA
312
Rollins Financial Advisors
New York
$1.87M -$354K -4,019 -16%
KAS
313
KPP Advisory Services
Kentucky
$1.86M -$928K -10,540 -33%
WS
314
Wedbush Securities
California
$1.81M -$949K -10,780 -34%
HAM
315
Hickory Asset Management
Ohio
$1.78M -$162K -1,839 -8%
GF
316
Gries Financial
Ohio
$1.77M -$71.4K -811 -4%
FC
317
FCA Corp
Texas
$1.77M -$82.5K -937 -4%
STA
318
Summit Trail Advisors
New York
$1.75M -$287K -3,262 -14%
ACA
319
Aptus Capital Advisors
Alabama
$1.73M -$688K -7,822 -28%
GWANC
320
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.73M +$792 +9 +0%
RL
321
Retireful LLC
Michigan
$1.73M +$1.73M +14,767 New
WIA
322
World Investment Advisors
California
$1.72M -$4.3M -48,808 -71%
BWM
323
BCS Wealth Management
Tennessee
$1.72M -$136K -1,550 -7%
HBW
324
Hazlett, Burt & Watson
West Virginia
$1.72M +$121K +1,369 +8%
CWMK
325
Caliber Wealth Management (Kansas)
Kansas
$1.7M +$1.7M +19,356 New
11 12
13
14 15