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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
+$26.4M
2
BFA
Boulay Financial Advisors
Minnesota
+$25.3M
3
AssetMark Inc
AssetMark Inc
California
+$20.7M
4
CIA
Concurrent Investment Advisors
Florida
+$19.7M
5
RIS
Richmond Investment Services
Wisconsin
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$98.3M
2
Raymond James Financial
Raymond James Financial
Florida
-$62.6M
3
OWP
Obermeyer Wealth Partners
Colorado
-$57.7M
4
BCM
Brookstone Capital Management
Illinois
-$51.4M
5
FIBT
First International Bank & Trust
North Dakota
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
51
Richmond Investment Services
Wisconsin
$29.3M +$13.4M +143,156 +84%
PS
52
Planned Solutions
California
$28.5M +$451K +4,811 +2%
AssetMark Inc
53
AssetMark Inc
California
$27.3M +$20.7M +220,316 +311%
TWM
54
Tanager Wealth Management
United Kingdom
$25.6M -$20.9M -223,269 -45%
VWS
55
Virtus Wealth Solutions
New Jersey
$25.1M -$35.9K -383 -0.1%
BFA
56
Buttonwood Financial Advisors
Maryland
$25.1M -$571K -6,083 -2%
OWP
57
Obermeyer Wealth Partners
Colorado
$25M -$57.7M -615,158 -70%
FWM
58
Foguth Wealth Management
Michigan
$23.8M -$4.78M -50,999 -17%
SAW
59
Signal Advisors Wealth
Michigan
$23.4M -$3.56M -37,912 -13%
CIA
60
Concurrent Investment Advisors
Florida
$23.2M +$19.7M +210,268 +561%
SF
61
Summit Financial
New Jersey
$23.1M -$1.19M -12,646 -5%
VWA
62
Visionary Wealth Advisors
Illinois
$22.8M -$3.14M -33,517 -12%
KPWS
63
Kestra Private Wealth Services
Texas
$22.8M -$1.3M -13,913 -5%
BAM
64
Beaumont Asset Management
Texas
$21.8M -$1.55M -16,567 -7%
AWM
65
Activest Wealth Management
Florida
$21.6M -$291K -3,103 -1%
Creative Planning
66
Creative Planning
Kansas
$21.6M -$1.48M -15,734 -6%
DAS
67
Dynamic Advisor Solutions
Arizona
$21.3M +$326K +3,474 +2%
PFS
68
Prospera Financial Services
Texas
$20.9M -$52.4K -559 -0.2%
EFG
69
Ethos Financial Group
Pennsylvania
$20.8M -$1.5M -15,961 -7%
MML Investors Services
70
MML Investors Services
Massachusetts
$20.4M -$3.67M -39,130 -15%
BMM
71
Berkshire Money Management
Massachusetts
$19.9M -$3.95M -42,143 -17%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$19.6M +$95.5K +1,018 +0.5%
SFA
73
Sequoia Financial Advisors
Ohio
$19.5M -$1.58M -16,827 -7%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$19.2M +$1.38M +14,751 +8%
SPIA
75
Steward Partners Investment Advisory
New York
$18.9M -$9.07M -96,666 -32%
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