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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 %
RMF
551
Red Mountain Financial
Colorado
$254K – – –
TCM
552
TD Capital Management
Tennessee
$254K -$59.1K -672 -19%
TIAA Trust, National Association
553
TIAA Trust, National Association
North Carolina
$253K +$253K +2,880 New
OCM
554
One Capital Management
California
$253K +$3.78K +43 +2%
ESB
555
Essex Savings Bank
Connecticut
$252K -$1.32K -15 -0.5%
SFS
556
Sowell Financial Services
Arkansas
$250K +$250K +2,842 New
CG
557
Clarus Group
Texas
$248K -$441K -5,017 -64%
CA
558
CoreCap Advisors
Michigan
$247K -$84.5K -960 -25%
CA
559
CapWealth Advisors
Tennessee
$245K -$7.22K -82 -3%
GEA
560
Glen Eagle Advisors
New Jersey
$244K +$244K +2,778 New
SCA
561
Snowden Capital Advisors
New York
$243K +$25.8K +293 +12%
PCS
562
Private Client Services
Kentucky
$242K -$33.3K -378 -12%
CANC
563
Culbertson A N & Co
Virginia
$238K +$38K +432 +19%
LSIA
564
LaSalle St. Investment Advisors
Illinois
$237K – – –
WI
565
WBI Investments
New Jersey
$236K +$236K +2,686 New
SAI
566
Savvy Advisors Inc
New York
$234K -$75.9K -863 -25%
MFG
567
Merit Financial Group
Georgia
$231K -$6.69K -76 -3%
VA
568
Valmark Advisers
Ohio
$231K -$880 -10 -0.4%
RMDI
569
R.M. Davis Inc
Maine
$231K +$33.2K +377 +17%
MA
570
MONECO Advisors
Connecticut
$230K +$33.7K +383 +17%
ATPW
571
Ashton Thomas Private Wealth
Arizona
$229K – – –
WA
572
Waddell & Associates
Tennessee
$229K +$5.19K +59 +2%
SM
573
Sensible Money
Arizona
$228K – – –
ASN
574
Advisory Services Network
Georgia
$228K -$70.1K -796 -24%
RWM
575
Riverchase Wealth Management
Texas
$227K -$48.8K -555 -18%
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