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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 %
PTC
401
Private Trust Company
Ohio
$675K +$288K +3,071 +74%
VDBMI
402
Van Den Berg Management I
Texas
$656K -$65.7K -701 -9%
GMA
403
Glassy Mountain Advisors
Maryland
$652K +$84K +896 +15%
PMG
404
ProVise Management Group
Florida
$636K -$93.8K -1,000 -13%
RFA
405
Resurgent Financial Advisors
Georgia
$634K -$110K -1,176 -15%
RA
406
RFG Advisory
Alabama
$632K -$858K -9,145 -58%
MYIA
407
Mount Yale Investment Advisors
Colorado
$627K +$627K +6,690 New
FHA
408
First Horizon Advisors
Tennessee
$623K +$7.04K +75 +1%
TC
409
TFR Capital
Texas
$621K -$130K -1,387 -17%
IWC
410
Integrated Wealth Concepts
Massachusetts
$609K +$167K +1,781 +38%
MC
411
Moors & Cabot
Massachusetts
$608K -$5.63K -60 -0.9%
MFG
412
Merit Financial Group
Georgia
$599K +$352K +3,755 +143%
AFP
413
Ausdal Financial Partners
Iowa
$598K -$39.4K -420 -6%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$598K – – –
EPW
415
Endeavor Private Wealth
Kansas
$596K +$201K +2,145 +51%
FSWA
416
Financial Synergies Wealth Advisors
Texas
$579K – – –
TC
417
Trilogy Capital
California
$571K -$201K -2,143 -26%
OCBCO
418
Oversea-Chinese Banking Corp (OCBC)
Singapore
$568K -$881K -9,389 -61%
AC
419
Anson Capital
Georgia
$567K +$41.9K +447 +8%
BCM
420
Beck Capital Management
Texas
$567K -$18.5K -197 -3%
IA
421
Integrity Alliance
Iowa
$557K -$2.53K -27 -0.5%
3F
422
360 Financial
Minnesota
$557K -$5.25K -56 -0.9%
BW
423
Balance Wealth
Ohio
$555K +$2.44K +26 +0.4%
MWM
424
Mission Wealth Management
California
$550K -$345K -3,681 -39%
FPAS
425
Focus Partners Advisor Solutions
Missouri
$548K -$7.41K -79 -1%
15 16
17
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