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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 %
TFP
726
Traction Financial Partners
Wyoming
– -$206K -2,223 Closed
BW
727
BIP Wealth
Georgia
– -$205K -2,209 Closed
AWM
728
Avaii Wealth Management
Wisconsin
– -$202K -2,181 Closed
HCM
729
Hall Capital Management
Rhode Island
– -$201K -2,172 Closed
FWM
730
FLP Wealth Management
Arkansas
– -$197K -2,120 Closed
VHAM
731
Van Hulzen Asset Management
California
– -$181K -1,956 Closed
PFA
732
Pathway Financial Advisers
Indiana
– -$168K -1,817 Closed
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$143K -1,500 Closed
AWM
734
Avior Wealth Management
Nebraska
– -$88.6K -956 Closed
GM
735
GeoWealth Management
Illinois
– -$29.6K -319 Closed
CAS
736
Coppell Advisory Solutions
Texas
– -$26.5K -286 Closed
LDB
737
Lee, Danner & Bass
Tennessee
– -$14.4K -155 Closed
MIA
738
Milestone Investment Advisors
Wisconsin
– -$13.4K -145 Closed
RCM
739
Raleigh Capital Management
North Carolina
– -$9.4K -101 Closed
CFGS
740
Concourse Financial Group Securities
Alabama
– -$9.64K -101 Closed
VWM
741
Venturi Wealth Management
Texas
– -$8.95K -96 Closed
BSB
742
Bangor Savings Bank
Maine
– -$8.72K -94 Closed
KBFS
743
Kohmann Bosshard Financial Services
Ohio
– -$6.95K -75 Closed
KA
744
Kozak & Associates
Colorado
– -$6.76K -73 Closed
WT
745
Whittier Trust
California
– -$5.19K -56 Closed
RWPA
746
Richard W. Paul & Associates
Michigan
– -$4.64K -50 Closed
GIA
747
GHP Investment Advisors
Colorado
– -$4.17K -45 Closed
Q1WB
748
Quest 10 Wealth Builders
Virginia
– -$1.3K -14 Closed
OFG
749
Oxford Financial Group
Indiana
– -$1.02K -11 Closed
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