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VanEck Morningstar Wide Moat ETF
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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 %
Goldman Sachs
376
Goldman Sachs
New York
$1.07M +$1.07M +12,131 New
PI
377
PFG Investments
New York
$1.06M +$19.4K +220 +2%
SL
378
Sentinus LLC
Illinois
$1.06M +$111K +1,265 +12%
CIBC World Market
379
CIBC World Market
Ontario, Canada
$1.03M -$325K -3,691 -24%
OLA
380
Oliver Luxxe Assets
New Jersey
$1.01M -$2.82M -32,098 -74%
PWA
381
PCG Wealth Advisors
Kansas
$995K -$764K -8,685 -43%
ACM
382
AlphaStar Capital Management
North Carolina
$990K +$52.4K +595 +6%
JWCA
383
J.W. Cole Advisors
Florida
$978K -$1.37M -15,552 -58%
KFGK
384
Keystone Financial Group (Kentucky)
Kentucky
$950K +$169K +1,924 +22%
CRWM
385
Castle Rock Wealth Management
California
$947K – – –
CL
386
Choreo LLC
Illinois
$947K -$704 -8 -0.1%
Natixis Advisors
387
Natixis Advisors
Massachusetts
$938K +$938K +10,657 New
PWP
388
Principle Wealth Partners
Connecticut
$923K -$80.1K -910 -8%
AIM
389
Advyzon Investment Management
Illinois
$919K -$149K -1,694 -14%
AWA
390
ARQ Wealth Advisors
Arizona
$919K +$188K +2,131 +26%
US Bancorp
391
US Bancorp
Minnesota
$912K -$717K -8,150 -44%
PM
392
Phraction Management
Connecticut
$910K – – –
UAG
393
United Advisor Group
Ohio
$904K -$36.4K -414 -4%
MWM
394
MGB Wealth Management
Texas
$896K – – –
ACA
395
Ascension Capital Advisors
Texas
$889K +$18.7K +212 +2%
NP
396
Nilsine Partners
Colorado
$881K +$19.2K +218 +2%
SIS
397
Strategic Investment Solutions
Illinois
$881K -$162K -1,842 -16%
PHS
398
Pekin Hardy Strauss
Illinois
$867K +$322K +3,655 +59%
RFP
399
Root Financial Partners
California
$861K -$21.5K -244 -2%
SIC
400
Samalin Investment Counsel
New York
$852K -$101K -1,151 -11%
14 15
16
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