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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 %
CAM
351
Cozad Asset Management
Illinois
$1.36M – – –
MWA
352
Merkkuri Wealth Advisors
New York
$1.32M -$94.5K -1,074 -7%
PAS
353
PKS Advisory Services
New York
$1.31M +$277K +3,160 +27%
WCM
354
Winebrenner Capital Management
Kentucky
$1.31M -$33.5K -381 -2%
AWM
355
Axxcess Wealth Management
California
$1.31M -$430K -4,882 -25%
RSF
356
Rik Saylor Financial
Ohio
$1.3M -$57.4K -652 -4%
DWM
357
Defined Wealth Management
Oregon
$1.28M -$6.16K -70 -0.5%
PIA
358
Perennial Investment Advisors
California
$1.25M +$745K +8,467 +148%
HP
359
Holistic Planning
Texas
$1.23M -$69.3K -788 -5%
CAM
360
Cresset Asset Management
Illinois
$1.23M +$257K +2,922 +26%
AAS
361
Ameritas Advisory Services
Nebraska
$1.23M -$6.92K -76 -0.6%
Jane Street
362
Jane Street
New York
$1.22M +$677K +7,693 +125%
PG
363
Patten Group
Tennessee
$1.21M -$153K -1,744 -11%
Brown Advisory
364
Brown Advisory
Maryland
$1.2M – – –
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$1.2M +$1.68K +22 +0.1%
TSS
366
Two Sigma Securities
New York
$1.2M +$1.2M +13,619 New
DBIA
367
Dumont & Blake Investment Advisors
New Jersey
$1.19M -$504K -5,732 -30%
MMM
368
Mendel Money Management
Illinois
$1.18M +$50.3K +572 +4%
MAG
369
M3 Advisory Group
Massachusetts
$1.17M +$18.5K +210 +2%
CFG
370
Cornerstone Financial Group
Nebraska
$1.13M +$46.2K +508 +4%
WF
371
Warner Financial
Maryland
$1.11M -$66.7K -758 -6%
IC
372
IEQ Capital
California
$1.1M – – –
WTC
373
WhitTier Trust Company
Nevada
$1.08M – – –
FFS
374
Founders Financial Securities
Maryland
$1.08M +$70.3K +824 +7%
WWA
375
WCG Wealth Advisors
Nevada
$1.07M -$403K -4,574 -27%
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