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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 %
AUB
626
Atlantic Union Bankshares
Virginia
$33.8K +$33.8K +360 New
VWM
627
Valley Wealth Managers
New Jersey
$30.6K +$25.4K +271 +484%
IFS
628
Intelligent Financial Strategies
Minnesota
$30.3K +$30.3K +323 New
PMFA
629
Plante Moran Financial Advisors
Michigan
$30.2K – – –
PK
630
Pflug Koory
Nebraska
$29K – – –
T
631
Transce3nd
Texas
$28.9K -$15.8K -168 -35%
GGI
632
Godsey & Gibb Inc
Virginia
$28.5K – – –
KGP
633
Keystone Global Partners
Colorado
$28.3K +$28.3K +302 New
CT
634
Clearstead Trust
Maine
$28.2K – – –
GBA
635
Garrison Bradford & Associates
New York
$28.1K – – –
Bessemer Group
636
Bessemer Group
New Jersey
$28K – – –
DRP
637
Decker Retirement Planning
Utah
$26.5K +$26.5K +283 New
EDRH
638
Edmond de Rothschild Holding
Switzerland
$26K – – –
GM
639
GeoWealth Management
Illinois
$25.8K +$25.8K +275 New
PWA
640
Physician Wealth Advisors
Utah
$25.7K – – –
BCM
641
Basso Capital Management
Connecticut
$25.3K – – –
NEWAS
642
N.E.W. Advisory Services
Wisconsin
$23.4K -$3.75K -40 -14%
VanEck Associates
643
VanEck Associates
New York
$23K – – –
RWM
644
Rialto Wealth Management
New York
$21.9K – – –
GI
645
GAMMA Investing
California
$21.6K -$72.7K -775 -77%
TFGT
646
TS Financial Group (TSFG)
Illinois
$21K – – –
Russell Investments Group
647
Russell Investments Group
United Kingdom
$19.9K -$25.8K -275 -56%
CTWM
648
Cherry Tree Wealth Management
Minnesota
$19.6K – – –
GSWM
649
Golden State Wealth Management
California
$19.1K – – –
GEA
650
Glen Eagle Advisors
New Jersey
$18.8K -$242K -2,578 -93%
24 25
26
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