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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 %
PCG
576
Prosperity Consulting Group
Maryland
$227K -$58.3K -662 -20%
VVP
577
Venture Visionary Partners
Ohio
$223K +$223K +2,532 New
LA
578
LPF Advisors
Florida
$223K – – –
KeyBank National Association
579
KeyBank National Association
Ohio
$222K +$222K +2,521 New
CMI
580
Clare Market Investments
Texas
$221K -$5.72K -65 -3%
WBCM
581
Wilson & Boucher Capital Management
California
$220K – – –
HIP
582
HUB Investment Partners
Texas
$220K -$2.2K -25 -1%
WH
583
Willner & Heller
California
$220K – – –
IA
584
Insight Advisors
Pennsylvania
$219K +$219K +2,486 New
LWA
585
Lowe Wealth Advisors
Maryland
$219K – – –
CB
586
Commerce Bank
Missouri
$218K – – –
CQWA
587
Chokshi & Queen Wealth Advisors
California
$216K – – –
PCM
588
Piedmont Capital Management
Montana
$216K – – –
BlackRock
589
BlackRock
New York
$214K +$23.8K +270 +13%
AA
590
Auxano Advisors
Washington
$213K +$213K +2,423 New
PWG
591
Portside Wealth Group
Utah
$208K – – –
Financial Engines Advisors
592
Financial Engines Advisors
California
$207K – – –
QCIG
593
Quad-Cities Investment Group
Iowa
$206K +$206K +2,346 New
SCM
594
Saxony Capital Management
Missouri
$204K +$7.13K +81 +4%
MFG
595
Mosaic Financial Group
Illinois
$204K – – –
IA
596
IFG Advisory
Georgia
$203K – – –
MCP
597
Mirador Capital Partners
California
$201K – – –
KFI
598
Key Financial Inc
Pennsylvania
$197K – – –
PA
599
Parallel Advisors
California
$171K -$9.59K -109 -5%
RIM
600
Rakuten Investment Management
Japan
$169K +$169K +1,928 New
22 23
24
25 26