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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 %
VDBMI
426
Van Den Berg Management I
Texas
$677K -$20.1K -228 -3%
VR
427
Valued Retirements
Texas
$674K – – –
BI
428
Beckerman Institutional
New Jersey
$673K -$67K -761 -9%
LPT
429
Legacy Private Trust
Wisconsin
$655K -$105K -1,194 -14%
PAS
430
Park Avenue Securities
New York
$624K +$79.7K +906 +15%
MIH
431
Meitav Investment House
Israel
$614K -$331K -3,782 -35%
AWA
432
Arete Wealth Advisors
Illinois
$612K -$695K -7,905 -53%
ACA
433
Atlas Capital Advisors
Wyoming
$611K -$91.1K -1,035 -13%
AFP
434
Ausdal Financial Partners
Iowa
$598K +$52.4K +595 +10%
WPWM
435
Western Pacific Wealth Management
Illinois
$596K – – –
LA
436
Lifeworks Advisors
Michigan
$584K -$1.55M -17,584 -73%
FHA
437
First Horizon Advisors
Tennessee
$578K +$30.8K +350 +6%
MC
438
Moors & Cabot
Massachusetts
$576K +$22K +250 +4%
PGAM
439
Princeton Global Asset Management
New Jersey
$569K -$6.6K -75 -1%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$561K – – –
BCM
441
Beck Capital Management
Texas
$549K +$8.18K +93 +2%
FSWA
442
Financial Synergies Wealth Advisors
Texas
$543K -$6.34K -72 -1%
LA
443
LexAurum Advisors
Kansas
$542K +$542K +6,156 New
SL
444
SWMG LLC
Texas
$538K +$112K +1,318 +26%
BAM
445
Belpointe Asset Management
Nevada
$538K -$247K -2,812 -32%
GMA
446
Glassy Mountain Advisors
Maryland
$533K +$50.2K +571 +10%
RC
447
Randolph Company
Ohio
$531K -$77.3K -878 -13%
Bank of Montreal
448
Bank of Montreal
Ontario, Canada
$528K +$49.5K +563 +10%
3F
449
360 Financial
Minnesota
$528K -$49.3K -560 -9%
IA
450
Integrity Alliance
Iowa
$525K +$4.22K +48 +0.8%
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