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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 %
MA
501
MONECO Advisors
Connecticut
$305K +$59.6K +635 +24%
BC
502
Barnett & Company
Tennessee
$304K -$10.7K -114 -3%
DWM
503
Drive Wealth Management
Utah
$302K -$7.32K -78 -2%
RWA
504
Redhawk Wealth Advisors
Minnesota
$301K -$20.3K -216 -6%
Financial Engines Advisors
505
Financial Engines Advisors
California
$299K +$77.8K +829 +35%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$298K -$44.3K -472 -13%
DFA
507
DHJJ Financial Advisors
Illinois
$295K -$115K -1,228 -28%
BCA
508
Bay Capital Advisors
Virginia
$291K – – –
SWM
509
Spire Wealth Management
Virginia
$290K -$59K -629 -17%
TW
510
TritonPoint Wealth
Maryland
$289K -$65.3K -696 -18%
OSNBOA
511
Old Second National Bank of Aurora
Illinois
$285K – – –
Kayne Anderson Rudnick Investment Management
512
Kayne Anderson Rudnick Investment Management
California
$284K – – –
TWP
513
Triad Wealth Partners
Kansas
$283K +$283K +3,022 New
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$281K +$103K +1,100 +58%
TNA
515
True North Advisors
Texas
$281K – – –
GJIA
516
Glass Jacobson Investment Advisors
Maryland
$280K +$12.1K +129 +5%
SC
517
Savant Capital
Illinois
$278K -$175K -1,868 -39%
WFM
518
Wolff Financial Management
Michigan
$274K – – –
PFA
519
Pure Financial Advisors
California
$274K +$274K +2,918 New
FFWM
520
Future Financial Wealth Management
Ohio
$272K -$30K -320 -10%
RMF
521
Red Mountain Financial
Colorado
$271K – – –
TCM
522
TD Capital Management
Tennessee
$271K – – –
ESB
523
Essex Savings Bank
Connecticut
$268K – – –
FIBOI
524
First International Bank of Israel
$267K +$267K +2,896 New
TSS
525
Two Sigma Securities
New York
$265K -$1.01M -10,789 -79%
19 20
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