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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 %
QP
426
Quartz Partners
New York
$546K +$546K +5,824 New
Bank of Montreal
427
Bank of Montreal
Ontario, Canada
$544K -$18.9K -201 -3%
AWM
428
AE Wealth Management
Kansas
$537K -$1.12M -11,931 -68%
FHC
429
First Heartland Consultants
Missouri
$537K -$11.4K -122 -2%
SF
430
Synovus Financial
Georgia
$531K -$10.5K -112 -2%
DA
431
Dash Acquisitions
California
$525K – – –
SVWAG
432
Sound View Wealth Advisors Group
Georgia
$523K -$9.19K -98 -2%
QCIG
433
Quad-Cities Investment Group
Iowa
$520K +$300K +3,196 +136%
EA
434
Eclectic Associates
California
$518K -$19.8K -211 -4%
GAM
435
Gotham Asset Management
New York
$517K – – –
VCM
436
Vision Capital Management
Oregon
$511K – – –
PGAM
437
Princeton Global Asset Management
New Jersey
$509K -$97.1K -1,035 -16%
SEP
438
Southland Equity Partners
Missouri
$503K -$563 -6 -0.1%
ACA
439
Atlas Capital Advisors
Wyoming
$500K -$151K -1,610 -23%
PA
440
PFG Advisors
Arizona
$498K +$8.54K +91 +2%
KA
441
Kovack Advisors
Florida
$498K +$36.8K +392 +8%
CIBC World Market
442
CIBC World Market
Ontario, Canada
$498K -$595K -6,343 -54%
ADL
443
Asset Dedication LLC
California
$493K +$5.82K +62 +1%
MIH
444
Meitav Investment House
Israel
$488K -$165K -1,778 -25%
NS
445
NBC Securities
Alabama
$487K -$44.5K -475 -8%
BJL
446
Brighton Jones LLC
Washington
$486K +$13.2K +141 +3%
IWM
447
Iams Wealth Management
Nebraska
$479K +$9.85K +105 +2%
FWP
448
FAS Wealth Partners
Kansas
$478K +$1.88K +20 +0.4%
BWM
449
Blossom Wealth Management
California
$475K +$27.9K +297 +6%
STA
450
Smith Thornton Advisors
Alabama
$466K – – –
16 17
18
19 20