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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 47 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
-17
Holders Change %
-2.44%
% 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
47
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 %
SMAM
476
Sugar Maple Asset Management
Wisconsin
$382K -$424K -4,517 -53%
SFS
477
Stiles Financial Services
Minnesota
$381K – – –
AIA
478
Accelerate Investment Advisors
California
$380K -$20.9K -223 -5%
ACM
479
Advisors Capital Management
New Jersey
$373K -$74.1K -790 -17%
HNWA
480
Henrickson Nauta Wealth Advisors
Michigan
$366K – – –
First Trust Advisors
481
First Trust Advisors
Illinois
$356K +$46.3K +494 +15%
KWM
482
Kingsview Wealth Management
Oregon
$349K -$146K -1,554 -29%
FC
483
Fairscale Capital
New Hampshire
$347K +$1.74K +18 +0.5%
NIWA
484
New Insight Wealth Advisors
California
$345K -$151K -1,610 -30%
AAS
485
Ameritas Advisory Services
Nebraska
$341K -$922K -9,833 -73%
BOH
486
Bank of Hawaii
Hawaii
$341K – – –
RIA
487
Regal Investment Advisors
Michigan
$337K +$20.1K +214 +6%
MOS
488
MGO One Seven
Ohio
$332K +$51.2K +546 +18%
SWP
489
Sagespring Wealth Partners
Tennessee
$328K -$97.1K -1,035 -23%
ASN
490
Advisory Services Network
Georgia
$328K +$77.5K +801 +31%
CCP
491
Clarity Capital Partners
California
$325K – – –
QCM
492
QRG Capital Management
Illinois
$325K +$31.8K +339 +11%
MAS
493
Madden Advisory Services
Florida
$325K -$4.22K -45 -1%
AWA
494
Arete Wealth Advisors
Illinois
$321K -$331K -3,534 -51%
DAS
495
Diversify Advisory Services
Utah
$313K -$17.3K -178 -5%
NIM
496
Northeast Investment Management
Massachusetts
$311K – – –
VCM
497
Vivaldi Capital Management
Illinois
$311K -$1.22K -13 -0.4%
LSWP
498
Liberty Square Wealth Partners
Pennsylvania
$308K – – –
WCM
499
Westend Capital Management
California
$307K – – –
WI
500
WBI Investments
New Jersey
$306K +$53.9K +575 +21%
18 19
20
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