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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 %
CIA
601
Cape Investment Advisory
Georgia
$69.1K +$25.1K +268 +57%
MCA
602
Maryland Capital Advisors
Maryland
$67K -$9.85K -105 -13%
S
603
SignatureFD
Georgia
$65.7K – – –
GWS
604
Glassman Wealth Services
Virginia
$64.8K – – –
MIFH
605
Migdal Insurance & Financial Holdings
Israel
$62K – – –
TSMHT
606
Thurston Springer Miller Herd & Titak
Indiana
$61K +$32.8K +350 +117%
Barclays
607
Barclays
United Kingdom
$57K – – –
CA
608
Clearstead Advisors
Ohio
$56.3K – – –
MPW
609
MASECO Private Wealth
$54.8K +$54.8K +584 New
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$54.5K – – –
BA
611
Bellwether Advisors
Nebraska
$53.4K – – –
CFB
612
Cullen/Frost Bankers
Texas
$45.7K – – –
FG
613
Fairman Group
Pennsylvania
$44.6K – – –
MHR
614
Matthew Hamilton Rosenberg
$43K -$4.69K -50 -10%
YDMI
615
Y.D. More Investments
Israel
$42.2K – – –
CA
616
Centerpoint Advisors
Massachusetts
$42K -$6.16K -66 -13%
BT
617
Banque Transatlantique
France
$41.9K – – –
HFM
618
Hartford Financial Management
Connecticut
$40.4K +$7.5K +80 +23%
VFM
619
Vision Financial Markets
Connecticut
$40.2K – – –
SIS
620
Sound Income Strategies
Florida
$39.6K -$10.5K -112 -21%
SL
621
Salomon & Ludwin
Virginia
$38.5K – – –
AA
622
Addison Advisors
Vermont
$38K – – –
BNP Paribas Financial Markets
623
BNP Paribas Financial Markets
France
$35.8K -$6.66K -71 -16%
SWP
624
Strategic Wealth Partners
Ohio
$34.7K +$34.7K +370 New
HT
625
Headlands Technologies
Illinois
$34.3K -$59.3K -632 -63%
23 24
25
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