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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 %
WLPWM
401
Walled Lake Planning & Wealth Management
Illinois
$848K +$17.7K +201 +2%
SA
402
Sovran Advisors
California
$844K -$79.2K -976 -9%
SC
403
Soundwatch Capital
Connecticut
$842K -$273K -3,098 -24%
MWM
404
Mission Wealth Management
California
$840K -$89.1K -1,013 -10%
LFG
405
Larson Financial Group
Missouri
$825K +$66.6K +757 +9%
SBWIC
406
Schaper Benz & Wise Investment Counsel
Wisconsin
$808K +$15.6K +177 +2%
SFG
407
Sovereign Financial Group
Connecticut
$803K +$63.6K +723 +9%
AIM
408
Anchor Investment Management
South Carolina
$783K -$34.3K -390 -4%
KWM
409
Kaydan Wealth Management
Michigan
$775K – – –
SMAM
410
Sugar Maple Asset Management
Wisconsin
$755K -$4.4M -50,038 -85%
CWG
411
Cornerstone Wealth Group
North Carolina
$741K -$4.14M -47,079 -85%
OP
412
ORG Partners
Indiana
$734K +$734K +8,375 New
HWM
413
HB Wealth Management
Georgia
$734K +$734K +8,340 New
MW
414
Members Wealth
Pennsylvania
$732K -$208K -2,367 -22%
TC
415
TownSquare Capital
Utah
$728K +$379K +4,304 +108%
FCT
416
First Community Trust
Iowa
$725K – – –
TC
417
Trilogy Capital
California
$725K -$26.1K -297 -3%
AGP
418
Autumn Glory Partners
Texas
$715K – – –
SWA
419
Sax Wealth Advisors
New Jersey
$708K – – –
TC
420
TFR Capital
Texas
$705K -$1.86M -21,119 -73%
RFA
421
Resurgent Financial Advisors
Georgia
$698K -$51.4K -584 -7%
PMG
422
ProVise Management Group
Florida
$684K -$113K -1,284 -14%
1IA
423
1620 Investment Advisors
Massachusetts
$684K +$60.1K +683 +10%
WCM
424
WealthBridge Capital Management
Ohio
$678K +$33.9K +385 +5%
FWA
425
FSC Wealth Advisors
New York
$678K -$22.4K -255 -3%
15 16
17
18 19