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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 %
LFAS
51
Level Four Advisory Services
Texas
$31M +$1.68M +19,073 +6%
AA
52
Apriem Advisors
California
$30.8M +$10.8M +123,029 +54%
Cerity Partners
53
Cerity Partners
New York
$29.9M -$433K -4,915 -1%
FWM
54
Foguth Wealth Management
Michigan
$26.8M +$7.07M +80,317 +36%
AA
55
Ancora Advisors
Ohio
$26.3M +$4.85M +55,086 +23%
PS
56
Planned Solutions
California
$26.3M +$612K +6,955 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$26.2M -$668K -7,587 -2%
SAW
58
Signal Advisors Wealth
Michigan
$25.3M +$7.78M +88,405 +44%
VWA
59
Visionary Wealth Advisors
Illinois
$24.4M +$1.58M +17,898 +7%
BFA
60
Buttonwood Financial Advisors
Maryland
$24.1M +$1.53M +17,335 +7%
BFA
61
Beaumont Financial Advisors
Massachusetts
$23.7M -$427K -4,849 -2%
VWS
62
Virtus Wealth Solutions
New Jersey
$23.6M -$369K -4,193 -2%
EWA
63
EP Wealth Advisors
California
$23.2M -$6.39M -72,624 -22%
SF
64
Summit Financial
New Jersey
$22.8M +$22.3M +253,751 +4,809%
KPWS
65
Kestra Private Wealth Services
Texas
$22.7M +$2.27M +25,788 +11%
MML Investors Services
66
MML Investors Services
Massachusetts
$22.6M -$994K -11,301 -4%
BMM
67
Berkshire Money Management
Massachusetts
$22.4M +$374K +4,249 +2%
EFG
68
Ethos Financial Group
Pennsylvania
$22.1M – – –
BAM
69
Beaumont Asset Management
Texas
$22M -$1.77M -20,103 -7%
Creative Planning
70
Creative Planning
Kansas
$21.6M +$1.04M +11,847 +5%
AWM
71
Activest Wealth Management
Florida
$20.5M -$1.39M -15,827 -6%
SFA
72
Sequoia Financial Advisors
Ohio
$19.8M -$482K -5,481 -2%
DAS
73
Dynamic Advisor Solutions
Arizona
$19.7M +$19.7M +224,137 New
PFS
74
Prospera Financial Services
Texas
$19.7M -$366K -4,155 -2%
Citigroup
75
Citigroup
New York
$19.5M +$617K +7,008 +3%
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