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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 %
PM
376
Phraction Management
Connecticut
$853K -$117K -1,250 -12%
KWM
377
Kaydan Wealth Management
Michigan
$826K – – –
PAS
378
Park Avenue Securities
New York
$817K +$151K +1,613 +23%
MWM
379
MGB Wealth Management
Texas
$813K -$142K -1,510 -15%
SFG
380
Sovereign Financial Group
Connecticut
$812K -$44.2K -471 -5%
AIM
381
Anchor Investment Management
South Carolina
$810K -$23.9K -255 -3%
TPBG
382
Turning Point Benefit Group
Maryland
$803K +$325K +3,466 +68%
LFG
383
Larson Financial Group
Missouri
$797K -$82.5K -880 -9%
FCT
384
First Community Trust
Iowa
$773K – – –
WLPWM
385
Walled Lake Planning & Wealth Management
Illinois
$768K -$136K -1,448 -15%
1IA
386
1620 Investment Advisors
Massachusetts
$759K +$30K +320 +4%
CL
387
Choreo LLC
Illinois
$755K -$254K -2,705 -25%
SWA
388
Sax Wealth Advisors
New Jersey
$755K – – –
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$750K +$284K +3,032 +61%
CWG
390
Cornerstone Wealth Group
North Carolina
$749K -$41.5K -442 -5%
WPWM
391
Western Pacific Wealth Management
Illinois
$747K +$113K +1,200 +18%
UAG
392
United Advisor Group
Ohio
$738K -$225K -2,401 -23%
CFS
393
Commonwealth Financial Services
West Virginia
$724K +$277K +2,955 +62%
SL
394
SWMG LLC
Texas
$721K +$94.6K +955 +15%
FWA
395
FSC Wealth Advisors
New York
$720K -$2.06K -22 -0.3%
VR
396
Valued Retirements
Texas
$719K – – –
SIC
397
Samalin Investment Counsel
New York
$703K -$204K -2,179 -23%
LPT
398
Legacy Private Trust
Wisconsin
$694K -$4.6K -49 -0.7%
US Bancorp
399
US Bancorp
Minnesota
$694K -$279K -2,972 -29%
BI
400
Beckerman Institutional
New Jersey
$688K -$28.6K -305 -4%
14 15
16
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