MOAT icon

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 48 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
-16
Holders Change %
-2.3%
% 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
48
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 %
AWM
326
Able Wealth Management
New Jersey
$1.37M -$1.48M -15,809 -52%
CAM
327
Cozad Asset Management
Illinois
$1.36M -$83.5K -890 -6%
SL
328
Sentinus LLC
Illinois
$1.33M +$199K +2,125 +18%
PAS
329
PKS Advisory Services
New York
$1.32M -$79.6K -849 -6%
DWM
330
Defined Wealth Management
Oregon
$1.32M -$37K -394 -3%
IC
331
IEQ Capital
California
$1.29M +$113K +1,207 +10%
DBIA
332
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$17.3K +184 +1%
MAG
333
M3 Advisory Group
Massachusetts
$1.28M +$35.6K +380 +3%
HAM
334
Hickory Asset Management
Ohio
$1.28M -$610K -6,509 -32%
LA
335
LexAurum Advisors
Kansas
$1.28M +$704K +7,504 +122%
Brown Advisory
336
Brown Advisory
Maryland
$1.27M -$9.38K -100 -0.7%
PIA
337
Perennial Investment Advisors
California
$1.27M -$63.9K -681 -5%
MMM
338
Mendel Money Management
Illinois
$1.27M +$7.03K +75 +0.6%
HP
339
Holistic Planning
Texas
$1.25M -$63.8K -680 -5%
AI
340
Atria Investments
North Carolina
$1.24M -$8.52M -90,831 -87%
PFA
341
Peak Financial Advisors
Colorado
$1.19M -$917K -9,777 -43%
CFG
342
Cornerstone Financial Group
Nebraska
$1.16M – – –
JWBC
343
John W. Brooker & Co
California
$1.16M -$4.17M -42,763 -78%
WTC
344
WhitTier Trust Company
Nevada
$1.15M – – –
WA
345
Whipplewood Advisors
Colorado
$1.14M +$1.11M +11,813 +2,991%
WF
346
Warner Financial
Maryland
$1.14M -$34.7K -370 -3%
Aberdeen Group
347
Aberdeen Group
United Kingdom
$1.13M -$2.58M -27,531 -70%
WWA
348
WCG Wealth Advisors
Nevada
$1.12M -$24.1K -257 -2%
PI
349
PFG Investments
New York
$1.11M -$16K -171 -1%
HWM
350
HB Wealth Management
Georgia
$1.1M +$322K +3,431 +41%
12 13
14
15 16