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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 %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$57.5M +$4.89M +55,612 +9%
JFA
27
JNBA Financial Advisors
Minnesota
$57.2M -$15M -170,928 -21%
WMWM
28
Whitaker-Myers Wealth Managers
Ohio
$54.5M +$5.38M +61,087 +11%
HighTower Advisors
29
HighTower Advisors
Illinois
$54.3M -$13.7M -155,726 -20%
SWA
30
SFMG Wealth Advisors
Texas
$53.1M +$1.77M +20,078 +3%
OIA
31
OneDigital Investment Advisors
Kansas
$53.1M -$5.59M -63,572 -10%
AF
32
Apexium Financial
Texas
$50.9M +$122K +1,391 +0.2%
VCM
33
Verde Capital Management
Michigan
$49.2M -$705K -8,008 -1%
KLI
34
Kelman-Lazarov Inc
Tennessee
$47.3M +$1.02M +11,553 +2%
RCG
35
Regatta Capital Group
California
$47M +$849K +9,650 +2%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$46.9M -$94.5K -1,074 -0.2%
CI
37
Ceera Investments
Texas
$46.1M +$3.11M +35,322 +7%
FIBT
38
First International Bank & Trust
North Dakota
$44.7M +$1.92M +21,797 +4%
Stifel Financial
39
Stifel Financial
Missouri
$44.2M -$2.29K -26 -0%
TWM
40
Tanager Wealth Management
United Kingdom
$43.6M +$1.52M +17,256 +4%
LS
41
Leelyn Smith
Illinois
$43M +$2.21M +25,156 +5%
PAG
42
Private Advisor Group
New Jersey
$41.8M -$4.31M -48,962 -9%
CFA
43
Cahill Financial Advisors
Minnesota
$39.9M -$532K -6,046 -1%
FMN
44
Financial Management Network
California
$39.5M +$422K +5,372 +1%
TI
45
TTP Investments
California
$38M -$9.14M -103,898 -19%
HG
46
Harbor Group
New Hampshire
$36M +$2.43M +27,600 +7%
SI
47
Stephens Inc
Arkansas
$35.1M -$804K -9,140 -2%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$33.7M -$1.41M -16,000 -4%
SAM
49
Summit Asset Management
Tennessee
$32.8M +$513K +5,834 +2%
GCM
50
G2 Capital Management
Ohio
$32.3M +$1.03M +11,648 +3%
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