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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
$130M
2
BFA
Boulay Financial Advisors
Minnesota
$195M
3
AssetMark Inc
AssetMark Inc
California
$27.3M
4
CIA
Concurrent Investment Advisors
Florida
$23.2M
5
RIS
Richmond Investment Services
Wisconsin
$29.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$636M
2
Raymond James Financial
Raymond James Financial
Florida
$360M
3
OWP
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
First International Bank & Trust
North Dakota
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
101
Sierra Ocean
California
$12.2M -$379K -4,045 -3%
GFG
102
Goldstone Financial Group
Illinois
$12M +$591K +6,101 +5%
PAWA
103
Palo Alto Wealth Advisors
California
$12M -$1.64M -17,462 -12%
ES
104
Eagle Strategies
New York
$11.9M +$311K +3,312 +3%
FA
105
Fermata Advisors
California
$11.9M -$1.06M -11,333 -8%
OC
106
Oppenheimer & Co
New York
$11.6M -$365K -3,894 -3%
RSWM
107
Robertson Stephens Wealth Management
California
$11.5M -$788K -8,405 -6%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$11.3M -$1.28M -13,618 -10%
BAWC
109
Boyce & Associates Wealth Consulting
Texas
$11.2M -$1.24M -13,188 -10%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$11.1M -$119K -1,272 -1%
SPC
111
Sigma Planning Corp
Michigan
$11M -$6.4M -68,222 -37%
PFA
112
Plotkin Financial Advisors
Maryland
$10.8M -$194K -2,064 -2%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$9.89M +$257K +2,741 +3%
FF
114
Farrow Financial
Vermont
$9.88M -$19.8K -211 -0.2%
NCM
115
Novare Capital Management
North Carolina
$9.86M +$157K +1,671 +2%
EH
116
Equitable Holdings
New York
$9.65M -$623K -6,643 -6%
AC
117
AlphaCore Capital
California
$9.36M +$1.69M +17,980 +22%
WIM
118
WealthPlan Investment Management
Nebraska
$9.15M +$3.09M +32,963 +51%
AWA
119
Acorn Wealth Advisors
Michigan
$9.02M +$21.4K +228 +0.2%
VFG
120
Victory Financial Group
Texas
$8.89M +$6.35M +67,669 +249%
CWM
121
Congress Wealth Management
Massachusetts
$8.89M -$29.2K -311 -0.3%
P
122
&Partners
Tennessee
$8.71M -$512K -5,463 -6%
MSWA
123
Marshall & Sterling Wealth Advisors
New York
$8.52M -$340K -3,626 -4%
TA
124
TPG Advisors
Illinois
$8.42M +$149K +1,591 +2%
PWP
125
Pursue Wealth Partners
California
$8.41M -$70.2K -749 -0.8%
3 4
5
6 7