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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 %
AIP
526
Almanack Investment Partners
Pennsylvania
$265K +$265K +2,829 New
PCM
527
Piedmont Capital Management
Montana
$264K – – –
CG
528
Clarus Group
Texas
$264K – – –
ONB
529
Old National Bancorp
Indiana
$262K +$262K +2,796 New
CA
530
CapWealth Advisors
Tennessee
$261K – – –
SFS
531
Sowell Financial Services
Arkansas
$260K -$6.94K -74 -3%
EWA
532
EverSource Wealth Advisors
Alabama
$259K +$257K +2,737 +13,685%
CPP
533
Capasso Planning Partners
South Carolina
$256K -$199K -2,122 -44%
FAT
534
First American Trust
California
$255K -$63.8K -680 -20%
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$255K -$15.5K -165 -6%
GWP
536
Gateway Wealth Partners
Wisconsin
$254K -$53.4K -569 -17%
CANC
537
Culbertson A N & Co
Virginia
$253K – – –
OCM
538
One Capital Management
California
$252K -$17.9K -191 -7%
CIC
539
Carnegie Investment Counsel
Ohio
$249K +$249K +2,652 New
VA
540
Valmark Advisers
Ohio
$246K – – –
RMDI
541
R.M. Davis Inc
Maine
$246K – – –
Neuberger Berman Group
542
Neuberger Berman Group
New York
$245K -$28K -299 -10%
AGP
543
Autumn Glory Partners
Texas
$244K -$518K -5,520 -68%
SM
544
Sensible Money
Arizona
$243K – – –
CA
545
CoreCap Advisors
Michigan
$238K -$25.9K -276 -10%
WA
546
Waddell & Associates
Tennessee
$237K -$6.19K -66 -3%
RC
547
Randolph Company
Ohio
$237K -$328K -3,500 -58%
SCA
548
Snowden Capital Advisors
New York
$237K -$21.9K -233 -8%
WBCM
549
Wilson & Boucher Capital Management
California
$234K – – –
BB
550
Bell Bank
North Dakota
$234K -$119K -1,269 -34%
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