VanEck Morningstar Wide Moat ETF
MOAT
706 hedge funds and large institutions have $8.04B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 221 increasing their positions, 304 reducing their positions, and 54 closing their positions.
294% more call options, than puts
Call options by funds: $3.26M | Put options by funds: $827K
9% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 54
0.33% less ownership
Funds ownership: 59.89% → 59.56% (-0.33%)
1% less funds holding
Funds holding: 713 → 706 (-7)
11% less funds holding in top 10
Funds holding in top 10: 103 → 92 (-11)
12% less capital invested
Capital invested by funds: $9.13B → $8.04B (-$1.09B)
27% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 304
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$31.1M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$23.4M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$20.6M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$18.6M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$92.4M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$84.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$74.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$73.5M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$69.3M |
MOAT Hedge Fund Activity: Q1 2025 in Review
706 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2025, worth a combined $8.04B — down 12% from $9.13B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MOAT positions and 54 closed out — a net gain of 5 holders — while 221 added to existing stakes and 304 trimmed.
The largest buyer was Geneos Wealth Management, adding an estimated $31.1M. The largest seller was Morgan Stanley, cutting an estimated $92.4M.
- 706 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2025, down from 713 in Q4 2024.
- Funds reported $8.04B of VanEck Morningstar Wide Moat ETF stock for Q1 2025, down 12% quarter-over-quarter.
- 59 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2025 and 54 closed out, a net change of +5 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $31.1M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2025 was Morgan Stanley, an estimated $92.4M sold.
Based on aggregated 13F filings for Q1 2025.