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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 %
RIA
526
Regal Investment Advisors
Michigan
$298K +$35.7K +406 +14%
BC
527
Barnett & Company
Tennessee
$296K -$2.9K -33 -1%
VCM
528
Vivaldi Capital Management
Illinois
$293K – – –
NIM
529
Northeast Investment Management
Massachusetts
$292K – – –
DAS
530
Diversify Advisory Services
Utah
$291K -$133K -1,548 -31%
First Trust Advisors
531
First Trust Advisors
Illinois
$290K – – –
DWM
532
Drive Wealth Management
Utah
$290K +$290K +3,300 New
SIC
533
SFE Investment Counsel
California
$289K +$289K +3,287 New
LSWP
534
Liberty Square Wealth Partners
Pennsylvania
$289K – – –
GWP
535
Gateway Wealth Partners
Wisconsin
$289K -$33.3K -378 -10%
WCM
536
Westend Capital Management
California
$288K +$440 +5 +0.2%
FFWM
537
Future Financial Wealth Management
Ohio
$283K -$3.59M -40,841 -93%
Tudor Investment Corp
538
Tudor Investment Corp
Connecticut
$281K +$281K +3,188 New
SIA
539
Schechter Investment Advisors
Michigan
$279K +$279K +3,175 New
QCM
540
QRG Capital Management
Illinois
$275K +$77.5K +881 +39%
BCA
541
Bay Capital Advisors
Virginia
$273K -$42.7K -485 -14%
FCH
542
Freestone Capital Holdings
Washington
$271K -$12.8K -145 -4%
PCA
543
Prosperity Capital Advisors
Ohio
$271K +$79.4K +906 +42%
OSNBOA
544
Old Second National Bank of Aurora
Illinois
$267K – – –
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$267K – – –
GJIA
546
Glass Jacobson Investment Advisors
Maryland
$265K – – –
MOS
547
MGO One Seven
Ohio
$264K +$6.69K +76 +3%
TNA
548
True North Advisors
Texas
$263K +$263K +2,994 New
WFM
549
Wolff Financial Management
Michigan
$257K – – –
Neuberger Berman Group
550
Neuberger Berman Group
New York
$256K +$6.6K +75 +3%
20 21
22
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