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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 %
STA
476
Smith Thornton Advisors
Alabama
$437K -$753K -8,554 -63%
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$437K -$81.2K -923 -16%
KA
478
Kovack Advisors
Florida
$433K -$30.3K -344 -7%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$431K -$4.68M -53,154 -92%
JIP
480
Jaffetilchin Investment Partners
Florida
$429K +$85.8K +975 +25%
CPP
481
Capasso Planning Partners
South Carolina
$427K -$196K -2,228 -31%
KTM
482
Keeler Thomas Management
Utah
$427K -$781K -8,880 -65%
SC
483
Savant Capital
Illinois
$425K +$57.9K +658 +16%
FZCM
484
Flynn Zito Capital Management
New York
$423K -$7.84M -89,055 -95%
ACM
485
Advisors Capital Management
New Jersey
$420K – – –
CFS
486
Commonwealth Financial Services
West Virginia
$420K -$14.4K -164 -3%
BWM
487
Blossom Wealth Management
California
$419K -$15K -171 -3%
IWC
488
Integrated Wealth Concepts
Massachusetts
$415K -$42.8K -486 -9%
CG
489
CFO4Life Group
Texas
$412K – – –
STCOSD
490
Sageworth Trust Company of South Dakota
South Dakota
$412K – – –
WF
491
Welch & Forbes
Massachusetts
$410K – – –
TPBG
492
Turning Point Benefit Group
Maryland
$400K +$213K +2,715 +114%
MGIA
493
Moneta Group Investment Advisors
Missouri
$400K -$106K -1,209 -21%
SWP
494
Sagespring Wealth Partners
Tennessee
$399K -$154K -1,745 -28%
LC
495
Landaas & Company
Wisconsin
$395K – – –
IF
496
Intrua Financial
Texas
$392K -$21.2K -241 -5%
FCM
497
Family Capital Management
Michigan
$392K – – –
Nomura Asset Management
498
Nomura Asset Management
Japan
$391K +$190K +2,158 +95%
DFA
499
DHJJ Financial Advisors
Illinois
$385K -$61.5K -699 -14%
HSA
500
HBK Sorce Advisory
Pennsylvania
$380K +$380K +4,314 New
18 19
20
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