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VanEck Morningstar Wide Moat ETF
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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 %
ACM
351
AlphaStar Capital Management
North Carolina
$1.09M +$39K +416 +4%
AF
352
Advisornet Financial
Minnesota
$1.08M -$4.73M -50,420 -81%
IWM
353
IMG Wealth Management
Florida
$1.07M -$3.59M -38,245 -77%
PHS
354
Pekin Hardy Strauss
Illinois
$1.05M +$131K +1,395 +14%
HCA
355
Heck Capital Advisors
Wisconsin
$1.05M +$1.04M +11,114 +14,819%
HBW
356
Hazlett, Burt & Watson
West Virginia
$1.04M -$792K -8,458 -43%
TFM
357
Trademark Financial Management
Minnesota
$1.03M -$427K -4,552 -29%
PWA
358
PCG Wealth Advisors
Kansas
$1.02M -$40.2K -429 -4%
MWA
359
Merkkuri Wealth Advisors
New York
$1.01M -$396K -4,224 -28%
TL
360
Tradewinds LLC
North Carolina
$1.01M +$1.01M +10,784 New
KFGK
361
Keystone Financial Group (Kentucky)
Kentucky
$986K -$26.2K -279 -3%
PG
362
Patten Group
Tennessee
$980K -$307K -3,278 -24%
ACA
363
Ascension Capital Advisors
Texas
$973K +$26.1K +278 +3%
KAS
364
KPP Advisory Services
Kentucky
$971K -$1.01M -10,800 -51%
MWM
365
Maridea Wealth Management
New York
$966K -$1.54M -16,386 -61%
PWP
366
Principle Wealth Partners
Connecticut
$966K -$18.8K -200 -2%
CRWM
367
Castle Rock Wealth Management
California
$960K -$82K -850 -8%
AIM
368
Advyzon Investment Management
Illinois
$958K -$21.5K -229 -2%
SMG
369
Smart Money Group
Texas
$945K -$501K -5,338 -35%
SIS
370
Strategic Investment Solutions
Illinois
$935K -$3.1K -33 -0.3%
AWA
371
ARQ Wealth Advisors
Arizona
$919K – – –
RFP
372
Root Financial Partners
California
$905K -$12.8K -136 -1%
CA
373
Calton & Associates
Florida
$901K -$612K -6,529 -40%
SA
374
Sovran Advisors
California
$891K -$112K -1,162 -11%
OLA
375
Oliver Luxxe Assets
New Jersey
$877K -$202K -2,157 -19%
13 14
15
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