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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 %
HNB
651
Huntington National Bank
Ohio
$32.4K -$35.4K – –
GT
652
Glenmede Trust
Pennsylvania
$31.8K +$31.8K +361 New
SSB
653
Sandy Spring Bank
Maryland
$31.7K – – –
HFM
654
Hartford Financial Management
Connecticut
$30.9K +$6.16K +70 +25%
FGAM
655
Financial Gravity Asset Management
Texas
$29.3K +$29.3K +333 New
KWM
656
Kiker Wealth Management
Georgia
$29.2K +$5.19K +59 +22%
PMFA
657
Plante Moran Financial Advisors
Michigan
$28.3K – – –
PK
658
Pflug Koory
Nebraska
$27.2K – – –
GGI
659
Godsey & Gibb Inc
Virginia
$26.8K – – –
CT
660
Clearstead Trust
Maine
$26.5K -$17.6K -200 -40%
KTC
661
Kentucky Trust Company
Kentucky
$26.4K – – –
TSMHT
662
Thurston Springer Miller Herd & Titak
Indiana
$26.4K – – –
GBA
663
Garrison Bradford & Associates
New York
$26.4K +$26.4K +300 New
Bessemer Group
664
Bessemer Group
New Jersey
$26K – – –
CWP
665
Concord Wealth Partners
Virginia
$25.7K -$1.01M -11,443 -98%
NEWAS
666
N.E.W. Advisory Services
Wisconsin
$25.5K +$25.5K +290 New
EDRH
667
Edmond de Rothschild Holding
Switzerland
$24.4K – – –
PWA
668
Physician Wealth Advisors
Utah
$24.1K +$704 +8 +3%
BCM
669
Basso Capital Management
Connecticut
$23.8K – – –
VanEck Associates
670
VanEck Associates
New York
$21K – – –
RWM
671
Rialto Wealth Management
New York
$20.6K – – –
BL
672
BFSG LLC
California
$19.8K -$11.9K -135 -38%
TFGT
673
TS Financial Group (TSFG)
Illinois
$19K – – –
CTWM
674
Cherry Tree Wealth Management
Minnesota
$18.4K – – –
GSWM
675
Golden State Wealth Management
California
$18K – – –
25 26
27
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