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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 %
GCM
101
Graver Capital Management
Ohio
$13.2M +$1.82M +20,678 +16%
PAWA
102
Palo Alto Wealth Advisors
California
$13.2M -$14.7M -161,682 -53%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$13M +$752K +8,541 +6%
SEEDPG
104
S.E.E.D. Planning Group
New York
$12.9M -$2.13M -24,241 -14%
FOR
105
Family Office Research
Maryland
$12.9M +$185K +2,098 +1%
JJBC
106
James J. Burns & Company
New York
$12.7M +$2.52M +28,680 +25%
KAS
107
Kestra Advisory Services
Texas
$12.2M -$1.78M -20,238 -13%
FA
108
Fermata Advisors
California
$12.1M +$567K +6,444 +5%
OBWG
109
Onyx Bridge Wealth Group
New York
$12.1M -$159K -1,803 -1%
AWS
110
Atria Wealth Solutions
New York
$11.9M -$1.7M -19,302 -12%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$11.8M +$187K +2,127 +2%
SO
112
Sierra Ocean
California
$11.8M +$693K +7,869 +6%
RA
113
Ruggaard & Associates
Ohio
$11.7M -$166K -1,887 -1%
BAWC
114
Boyce & Associates Wealth Consulting
Texas
$11.6M -$68.3K -777 -0.6%
RSWM
115
Robertson Stephens Wealth Management
California
$11.5M -$228K -2,587 -2%
OC
116
Oppenheimer & Co
New York
$11.2M +$359K +4,084 +3%
FA
117
Flagstar Advisors
New York
$11M -$2.16M -24,509 -16%
JGCM
118
Joseph Group Capital Management
Ohio
$11M +$11M +125,342 New
ES
119
Eagle Strategies
New York
$10.9M -$7.41M -84,249 -41%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$10.6M +$2.7M +30,632 +34%
GFG
121
Goldstone Financial Group
Illinois
$10.3M +$1.06M +12,075 +11%
PFA
122
Plotkin Financial Advisors
Maryland
$10.3M +$183K +2,079 +2%
OS
123
Objectivity Squared
South Carolina
$10M +$337K +4,124 +3%
UFA
124
US Financial Advisors
Massachusetts
$9.82M +$23.3K +265 +0.2%
EH
125
Equitable Holdings
New York
$9.64M +$865K +9,825 +10%
3 4
5
6 7