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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 %
CIM
576
Cambria Investment Management
California
$202K +$202K +2,153 New
LWA
577
Lowe Wealth Advisors
Maryland
$200K -$32.8K -350 -14%
PA
578
Parallel Advisors
California
$183K – – –
CVM
579
Cheviot Value Management
California
$178K – – –
BBHC
580
Brown Brothers Harriman & Co
New York
$125K – – –
CA
581
Crewe Advisors
Utah
$113K +$2.63K +28 +2%
PAI
582
Pittenger & Anderson Inc
Nebraska
$113K – – –
MDA
583
Minot DeBlois Advisors
Massachusetts
$106K – – –
MEG
584
Millstone Evans Group
Colorado
$103K +$103K +1,093 New
ETC
585
Exchange Traded Concepts
Oklahoma
$100K +$100K +1,067 New
FPB
586
First PREMIER Bank
South Dakota
$100K – – –
RIL
587
Rothschild Investment LLC
Illinois
$97.7K – – –
FGC
588
Financial Gravity Companies
Texas
$97.4K +$97.4K +1,039 New
CAL
589
Capital Analysts LLC
Pennsylvania
$94K – – –
SA
590
Scarborough Advisors
Maryland
$92K +$92K +981 New
TH
591
TCTC Holdings
Texas
$84.9K +$9.38K +100 +12%
GC
592
Garde Capital
Washington
$83.5K +$83.5K +890 New
EWM
593
EPG Wealth Management
Georgia
$79.7K – – –
FLFS
594
Family Legacy Financial Solutions
North Carolina
$78.6K +$78.6K +838 New
CT
595
Colonial Trust
South Carolina
$78.4K – – –
BIG
596
Brooklyn Investment Group
New York
$76.2K +$76.2K +812 New
HNB
597
Huntington National Bank
Ohio
$75.6K -$32.4K – –
Deutsche Bank
598
Deutsche Bank
Germany
$74.6K +$74.6K +795 New
RA
599
Rise Advisors
New York
$71.1K – – –
TC
600
Truvestments Capital
Florida
$69.6K – – –
22 23
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