MOAT icon

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 %
KWA
326
Kingswood Wealth Advisors
California
$1.7M -$1.16M -13,259 -41%
LSA
327
L & S Advisors
California
$1.7M +$414K +4,703 +32%
CFCI
328
Comprehensive Financial Consultants Institutional
Indiana
$1.67M -$29K -329 -2%
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$1.67M -$70.7K -803 -4%
SWP
330
Summit Wealth Partners
Florida
$1.59M +$1.06K +12 +0.1%
Northern Trust
331
Northern Trust
Illinois
$1.57M -$518K -5,882 -25%
BFG
332
Berger Financial Group
Minnesota
$1.57M -$150K -1,707 -9%
BEI
333
Benjamin Edwards Inc
Missouri
$1.56M -$524K -5,952 -25%
AWM
334
AE Wealth Management
Kansas
$1.55M -$2.02M -22,982 -57%
MFGM
335
Marshall Financial Group (Maryland)
Maryland
$1.54M -$109K -1,236 -7%
HF
336
HRT Financial
New York
$1.5M +$1.5M +17,051 New
MS
337
Madden Securities
Texas
$1.5M – – –
CPIG
338
Chicago Partners Investment Group
Illinois
$1.48M +$1.48M +17,076 New
SAG
339
SageView Advisory Group
California
$1.47M -$97.5K -1,108 -6%
TCM
340
Triumph Capital Management
Colorado
$1.46M -$671K -7,625 -32%
MSFS
341
Main Street Financial Solutions
Pennsylvania
$1.42M +$1.42M +16,150 New
CA
342
Calton & Associates
Florida
$1.42M +$1.22M +13,917 +627%
RA
343
RFG Advisory
Alabama
$1.4M +$55.6K +632 +4%
SOS
344
Silver Oak Securities
Tennessee
$1.37M -$731K -8,335 -35%
WWM
345
Wolff Wiese Magana
California
$1.37M +$18.7K +213 +1%
UCB
346
United Community Bank
South Carolina
$1.37M -$6.6K -75 -0.5%
TFM
347
Trademark Financial Management
Minnesota
$1.37M -$575K -6,530 -30%
TPCW
348
TD Private Client Wealth
New York
$1.36M -$98.2K -1,116 -7%
OCBCO
349
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M -$11.4M -129,169 -89%
SMG
350
Smart Money Group
Texas
$1.36M -$26.9M -305,384 -95%
12 13
14
15 16