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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 %
HIIFS
601
Harel Insurance Investments & Financial Services
Israel
$167K – – –
AW
602
Avion Wealth
Texas
$165K – – –
CVM
603
Cheviot Value Management
California
$160K +$160K +1,851 New
SC
604
SouthState Corp
Florida
$159K +$159K +1,811 New
AWM
605
Ameliora Wealth Management
Switzerland
$154K -$132K -1,500 -46%
BBHC
606
Brown Brothers Harriman & Co
New York
$118K – – –
OC
607
Oakworth Capital
Alabama
$113K – – –
PAI
608
Pittenger & Anderson Inc
Nebraska
$106K – – –
CA
609
Crewe Advisors
Utah
$104K -$19.7K -224 -16%
MDA
610
Minot DeBlois Advisors
Massachusetts
$99.9K – – –
FPB
611
First PREMIER Bank
South Dakota
$94K – – –
RIL
612
Rothschild Investment LLC
Illinois
$91.7K -$60.4K -686 -40%
GI
613
GAMMA Investing
California
$88.4K +$20.2K +230 +30%
CAL
614
Capital Analysts LLC
Pennsylvania
$88K -$2.37K -27 -3%
HT
615
Headlands Technologies
Illinois
$87.8K -$322K -3,664 -79%
WPA
616
Wealth Preservation Advisors
Tennessee
$81.6K +$81.6K +928 New
FFL
617
Financial Freedom LLC
Ohio
$78.2K – – –
EWM
618
EPG Wealth Management
Georgia
$74.8K – – –
CT
619
Colonial Trust
South Carolina
$73.6K – – –
FFA
620
Founders Financial Alliance
North Carolina
$73.2K – – –
MCA
621
Maryland Capital Advisors
Maryland
$72.1K -$7.66K -87 -10%
TH
622
TCTC Holdings
Texas
$70.8K -$8.8K -100 -11%
RA
623
Rise Advisors
New York
$66.7K +$66.7K +758 New
TC
624
Truvestments Capital
Florida
$65.3K – – –
S
625
SignatureFD
Georgia
$61.6K – – –
23 24
25
26 27