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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 %
AWM
676
Abound Wealth Management
Tennessee
$17.8K +$17.8K +202 New
GTAM
677
Global Trust Asset Management
Florida
$17.6K – – –
HCM
678
Hollencrest Capital Management
California
$17.6K – – –
RMP
679
Richards, Merrill & Peterson
Washington
$17.6K – – –
AWM
680
Angeles Wealth Management
California
$17K – – –
RF
681
Rossby Financial
Florida
$16.9K +$16.9K +198 New
IWP
682
IAG Wealth Partners
Wisconsin
$15.8K -$91.5K -1,040 -85%
CAM
683
Creekmur Asset Management
Illinois
$14.5K – – –
HCP
684
Hexagon Capital Partners
Arkansas
$10.9K – – –
EWP
685
Elevation Wealth Partners
California
$7.48K – – –
AIC
686
Archer Investment Corporation
Indiana
$7.3K – – –
HCA
687
Heck Capital Advisors
Wisconsin
$6.6K -$3.52M -40,001 -100%
ITIM
688
Indiana Trust & Investment Management
Indiana
$6.34K – – –
SS
689
SBI Securities
Japan
$6.16K +$792 +9 +15%
IWM
690
Inlight Wealth Management
Georgia
$5.98K +$5.98K +68 New
PA
691
Pineridge Advisors
Missouri
$5.44K – – –
VWM
692
Valley Wealth Managers
New Jersey
$4.9K – – –
MA
693
MCF Advisors
Kentucky
$3.34K – – –
NMG
694
New Millennium Group
Utah
$2.73K – – –
EWA
695
EverSource Wealth Advisors
Alabama
$1.8K – – –
CT
696
Coastline Trust
Rhode Island
$528 -$132K -1,500 -100%
RFG
697
REAP Financial Group
Texas
$440 – – –
IAA
698
Independent Advisor Alliance
North Carolina
– -$9.97M -107,509 Closed
BF
699
bLong Financial
Tennessee
– -$4.93M -53,119 Closed
IA
700
IAM Advisory
Pennsylvania
– -$4.4M -47,468 Closed
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