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VanEck Morningstar Wide Moat ETF
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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 %
FSA
701
Financial Services Advisory
Maryland
– -$3.6M -38,778 Closed
SWM
702
SFG Wealth Management
Maryland
– -$3.17M -34,208 Closed
SI
703
SimpliFi Inc
California
– -$2.52M -27,158 Closed
EFA
704
Edge Financial Advisors
Illinois
– -$2.31M -24,922 Closed
MWM
705
Meridian Wealth Management
Kentucky
– -$1.66M -17,937 Closed
MAS
706
MPWM Advisory Solutions
Georgia
– -$1.59M -17,162 Closed
Citadel Advisors
707
Citadel Advisors
Florida
– -$1.46M -15,758 Closed
CP
708
Castleview Partners
Texas
– -$1.41M -15,304 Closed
WP
709
WMS Partners
Maryland
– -$975K -10,516 Closed
SC
710
Scotia Capital
Ontario, Canada
– -$830K -8,944 Closed
AWM
711
Accurate Wealth Management
Florida
– -$644K -7,066 Closed
GS
712
GWN Securities
Florida
– -$543K -5,663 Closed
QP
713
Quartz Partners
New York
– -$486K -5,237 Closed
CRI
714
Colonial River Investments
Virginia
– -$406K -4,374 Closed
WEG
715
World Equity Group
Illinois
– -$389K -4,194 Closed
PF
716
Phoenix Financial
Israel
– -$349K -3,765 Closed
OMC
717
Old Mission Capital
Illinois
– -$334K -3,607 Closed
HW
718
Hancock Whitney
Mississippi
– -$287K -3,094 Closed
SIM
719
Seaview Investment Managers
Florida
– -$260K -2,809 Closed
MIM
720
Miller Investment Management
Pennsylvania
– -$260K -2,805 Closed
BWA
721
Burt Wealth Advisors
Maryland
– -$230K -2,482 Closed
RFC
722
Regions Financial Corp
Alabama
– -$214K -2,307 Closed
ECA
723
Elevated Capital Advisors
Utah
– -$209K -2,258 Closed
TYCC
724
Texas Yale Capital Corp
Florida
– -$209K -2,250 Closed
TNB
725
Thomasville National Bank
Georgia
– -$207K -2,234 Closed
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