MOAT icon

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 %
GWS
626
Glassman Wealth Services
Virginia
$60.8K – – –
MIFH
627
Migdal Insurance & Financial Holdings
Israel
$58K – – –
AAP
628
Arax Advisory Partners
Colorado
$55.8K +$38K +432 +214%
Barclays
629
Barclays
United Kingdom
$53K – – –
CA
630
Clearstead Advisors
Ohio
$52.8K – – –
CA
631
Continuum Advisory
Idaho
$52.7K +$5.98K +68 +13%
Fifth Third Bancorp
632
Fifth Third Bancorp
Ohio
$51.1K – – –
BA
633
Bellwether Advisors
Nebraska
$50.1K – – –
SIS
634
Sound Income Strategies
Florida
$47K – – –
CCM
635
Coldstream Capital Management
Washington
$46.2K +$46.2K +525 New
CA
636
Centerpoint Advisors
Massachusetts
$45K -$8.72K -100 -16%
MHR
637
Matthew Hamilton Rosenberg
$44.7K +$44.7K +508 New
FG
638
Fairman Group
Pennsylvania
$44K – – –
CFB
639
Cullen/Frost Bankers
Texas
$42.9K – – –
Russell Investments Group
640
Russell Investments Group
United Kingdom
$42.9K +$264 +3 +0.6%
T
641
Transce3nd
Texas
$41.9K +$264 +3 +0.6%
CIA
642
Cape Investment Advisory
Georgia
$41.3K -$2.55K -29 -6%
NP
643
NorthRock Partners
Minnesota
$40.7K +$33.6K +382 +478%
BNP Paribas Financial Markets
644
BNP Paribas Financial Markets
France
$39.9K +$31.8K +361 +392%
YDMI
645
Y.D. More Investments
Israel
$39.6K – – –
VFM
646
Vision Financial Markets
Connecticut
$37.8K +$37.8K +429 New
AA
647
Addison Advisors
Vermont
$35.6K – – –
DCM
648
Davidson Capital Management
Texas
$35.5K -$20.3M -230,343 -100%
SL
649
Salomon & Ludwin
Virginia
$35.2K – – –
PFP
650
Pinnacle Financial Partners
Tennessee
$34.6K – – –
24 25
26
27 28