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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
$130M
2
BFA
Boulay Financial Advisors
Minnesota
$195M
3
AssetMark Inc
AssetMark Inc
California
$27.3M
4
CIA
Concurrent Investment Advisors
Florida
$23.2M
5
RIS
Richmond Investment Services
Wisconsin
$29.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$636M
2
Raymond James Financial
Raymond James Financial
Florida
$360M
3
OWP
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
First International Bank & Trust
North Dakota
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
551
Commerce Bank
Missouri
$232K – – –
CMI
552
Clare Market Investments
Texas
$232K -$3.28K -35 -1%
CQWA
553
Chokshi & Queen Wealth Advisors
California
$230K – – –
SBWIC
554
Schaper Benz & Wise Investment Counsel
Wisconsin
$229K -$631K -6,731 -73%
FCH
555
Freestone Capital Holdings
Washington
$229K -$60K -640 -21%
LCWP
556
Legacy Capital Wealth Partners
Arkansas
$228K -$141K -1,508 -38%
LSIA
557
LaSalle St. Investment Advisors
Illinois
$227K -$25.7K -275 -10%
AA
558
Auxano Advisors
Washington
$227K -$375 -4 -0.2%
WAG
559
Winthrop Advisory Group
Massachusetts
$222K +$222K +2,364 New
PWG
560
Portside Wealth Group
Utah
$222K – – –
AAP
561
Arax Advisory Partners
Colorado
$220K +$160K +1,710 +270%
RBFC
562
Roman Butler Fullerton & Co
Missouri
$218K +$218K +2,200 New
MFG
563
Mosaic Financial Group
Illinois
$217K – – –
HIP
564
HUB Investment Partners
Texas
$215K -$19K -203 -8%
WH
565
Willner & Heller
California
$214K -$19.9K -212 -8%
LA
566
Lifeworks Advisors
Michigan
$214K -$408K -4,354 -66%
BlackRock
567
BlackRock
New York
$213K -$14.8K -158 -7%
TYCC
568
Texas Yale Capital Corp
Florida
$211K +$211K +2,250 New
KFI
569
Key Financial Inc
Pennsylvania
$210K – – –
TFP
570
Traction Financial Partners
Wyoming
$208K +$208K +2,223 New
BW
571
BIP Wealth
Georgia
$207K +$207K +2,209 New
G
572
GenTrust
Florida
$206K +$206K +2,200 New
MCA
573
MSH Capital Advisors
Arizona
$204K +$204K +2,179 New
SCM
574
Saxony Capital Management
Missouri
$203K -$14.6K -156 -7%
EF
575
Empowered Funds
Pennsylvania
$202K -$14.3M -152,252 -99%
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23
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