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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 %
AB
501
Atlas Brown
Kentucky
$378K +$5.81K +66 +2%
JIC
502
Johnson Investment Counsel
Ohio
$377K – – –
AIA
503
Accelerate Investment Advisors
California
$376K -$103K -1,171 -22%
PCIA
504
Prime Capital Investment Advisors
Kansas
$375K +$375K +4,256 New
EPW
505
Endeavor Private Wealth
Kansas
$370K +$103K +1,174 +39%
IIA
506
IPG Investment Advisors
California
$364K – – –
PTC
507
Private Trust Company
Ohio
$363K -$73.1K -831 -17%
LFS
508
Legacy Financial Strategies
Kansas
$362K – – –
WCG
509
Weaver Consulting Group
California
$359K +$4.75K +54 +1%
SFS
510
Stiles Financial Services
Minnesota
$357K – – –
AWA
511
Arkadios Wealth Advisors
Georgia
$355K +$101K +1,150 +40%
LCWP
512
Legacy Capital Wealth Partners
Arkansas
$347K +$76.4K +868 +28%
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$333K -$434K -4,931 -57%
TW
514
TritonPoint Wealth
Maryland
$332K – – –
BB
515
Bell Bank
North Dakota
$331K +$112K +1,269 +51%
SWM
516
Spire Wealth Management
Virginia
$328K +$3.61K +41 +1%
NFSG
517
Newbridge Financial Services Group
Florida
$326K -$123K -1,400 -27%
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$23.5K +267 +8%
BOH
519
Bank of Hawaii
Hawaii
$320K – – –
FC
520
Fairscale Capital
New Hampshire
$314K -$137K -1,552 -30%
HNWA
521
Henrickson Nauta Wealth Advisors
Michigan
$312K -$26.9K -337 -8%
MAS
522
Madden Advisory Services
Florida
$309K +$352 +4 +0.1%
CCP
523
Clarity Capital Partners
California
$305K -$44K -500 -13%
RWA
524
Redhawk Wealth Advisors
Minnesota
$301K -$28.7M -326,063 -99%
FAT
525
First American Trust
California
$299K -$33.2K -377 -10%
19 20
21
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