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VanEck Morningstar Wide Moat ETF
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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 %
FPAS
451
Focus Partners Advisor Solutions
Missouri
$522K +$122K +1,384 +30%
BW
452
Balance Wealth
Ohio
$519K +$519K +5,896 New
FHA
453
Flagship Harbor Advisors
Massachusetts
$519K -$4.22K -48 -0.8%
FHC
454
First Heartland Consultants
Missouri
$514K -$56K -636 -10%
SF
455
Synovus Financial
Georgia
$508K -$40.3K -458 -7%
EA
456
Eclectic Associates
California
$505K -$35.9K -408 -7%
SVWAG
457
Sound View Wealth Advisors Group
Georgia
$500K -$51K -580 -9%
NS
458
NBC Securities
Alabama
$499K +$499K +5,669 +113,380%
AC
459
Anson Capital
Georgia
$493K -$2.79M -31,756 -85%
XT
460
XTX Topco
Cayman Islands
$492K +$492K +5,592 New
GAM
461
Gotham Asset Management
New York
$485K – – –
DA
462
Dash Acquisitions
California
$484K +$14.3K +157 +3%
VCM
463
Vision Capital Management
Oregon
$480K – – –
SWMG
464
Stillwater Wealth Management Group
Florida
$478K +$3.52K +40 +0.7%
SEP
465
Southland Equity Partners
Missouri
$473K -$48.3K -549 -9%
NIWA
466
New Insight Wealth Advisors
California
$466K – – –
KWM
467
Kingsview Wealth Management
Oregon
$465K -$283K -3,218 -38%
PA
468
PFG Advisors
Arizona
$460K +$2.2K +25 +0.5%
ADL
469
Asset Dedication LLC
California
$457K – – –
MCC
470
Money Concepts Capital
Florida
$457K +$28.3K +322 +7%
FWP
471
FAS Wealth Partners
Kansas
$447K +$30.9K +351 +7%
VCM
472
Virtue Capital Management
Tennessee
$446K +$446K +5,073 New
BJL
473
Brighton Jones LLC
Washington
$444K -$57.4K -652 -11%
QEI
474
QSV Equity Investors
Illinois
$440K – – –
IWM
475
Iams Wealth Management
Nebraska
$440K +$31.5K +358 +8%
17 18
19
20 21