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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 %
FHA
701
Flagship Harbor Advisors
Massachusetts
– -$519K -5,896 Closed
MCC
702
Money Concepts Capital
Florida
– -$457K -5,188 Closed
VCM
703
Virtue Capital Management
Tennessee
– -$446K -5,073 Closed
KTM
704
Keeler Thomas Management
Utah
– -$427K -4,847 Closed
HSA
705
HBK Sorce Advisory
Pennsylvania
– -$380K -4,314 Closed
PCIA
706
Prime Capital Investment Advisors
Kansas
– -$375K -4,256 Closed
SIC
707
SFE Investment Counsel
California
– -$289K -3,287 Closed
Tudor Investment Corp
708
Tudor Investment Corp
Connecticut
– -$281K -3,188 Closed
PCS
709
Private Client Services
Kentucky
– -$242K -2,745 Closed
ATPW
710
Ashton Thomas Private Wealth
Arizona
– -$229K -2,600 Closed
RWM
711
Riverchase Wealth Management
Texas
– -$227K -2,582 Closed
PCG
712
Prosperity Consulting Group
Maryland
– -$227K -2,581 Closed
VVP
713
Venture Visionary Partners
Ohio
– -$223K -2,532 Closed
IA
714
Insight Advisors
Pennsylvania
– -$219K -2,486 Closed
IA
715
IFG Advisory
Georgia
– -$203K -2,301 Closed
MCP
716
Mirador Capital Partners
California
– -$201K -2,286 Closed
AWM
717
Ameliora Wealth Management
Switzerland
– -$154K -1,750 Closed
OC
718
Oakworth Capital
Alabama
– -$113K -1,283 Closed
WPA
719
Wealth Preservation Advisors
Tennessee
– -$81.6K -928 Closed
FFL
720
Financial Freedom LLC
Ohio
– -$78.2K -889 Closed
FFA
721
Founders Financial Alliance
North Carolina
– -$73.2K -832 Closed
CA
722
Continuum Advisory
Idaho
– -$52.7K -599 Closed
CCM
723
Coldstream Capital Management
Washington
– -$46.2K -525 Closed
NP
724
NorthRock Partners
Minnesota
– -$40.7K -462 Closed
DCM
725
Davidson Capital Management
Texas
– -$35.5K -403 Closed
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