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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.

Holders
680
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.13%
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
1
UBS Group
Switzerland
$130M
2
BFA
2
Boulay Financial Advisors
Minnesota
$195M
3
AssetMark Inc
3
AssetMark Inc
California
$27.3M
4
CIA
4
Concurrent Investment Advisors
Florida
$23.2M
5
RIS
5
Richmond Investment Services
Wisconsin
$29.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$636M
2
Raymond James Financial
2
Raymond James Financial
Florida
$360M
3
OWP
3
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
4
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
5
First International Bank & Trust
North Dakota
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Cornerstone Advisory
Maryland
$8.41M -$550K -5,866 -6%
RC
127
Roundview Capital
New Jersey
$8.39M -$1M -10,701 -11%
FH
128
FWG Holdings
Florida
$8.11M +$148K +1,529 +2%
HFS
129
Howard Financial Services
Texas
$8.09M -$375K -3,993 -4%
EFP
130
EnRich Financial Partners
Wisconsin
$8.07M -$881K -9,396 -10%
OBWG
131
Onyx Bridge Wealth Group
New York
$8.02M -$4.82M -51,443 -38%
CAG
132
Compass Advisory Group
New York
$7.98M -$136K -1,453 -2%
PA
133
PSI Advisors
Florida
$7.93M +$4.13M +44,031 +109%
MCA
134
Magnolia Capital Advisors
Mississippi
$7.92M -$771K -8,222 -9%
BFA
135
Beaumont Financial Advisors
Massachusetts
$7.91M -$17.3M -184,773 -69%
NAM
136
NorthCrest Asset Manangement
Minnesota
$7.88M +$43.4K +448 +0.6%
AWM
137
Accredited Wealth Management
Kentucky
$7.77M -$277K -2,954 -3%
AF
138
Allworth Financial
California
$7.75M -$127K -1,349 -2%
BWG
139
Boomfish Wealth Group
Georgia
$7.57M -$307K -3,269 -4%
DC
140
Darrow Company
Massachusetts
$7.48M -$601K -6,409 -7%
Goldman Sachs
141
Goldman Sachs
New York
$7.47M +$6.33M +67,502 +556%
PWM
142
Perigon Wealth Management
California
$7.42M -$836K -8,917 -10%
MIM
143
Morningstar Investment Management
Illinois
$7.29M +$775K +8,259 +12%
SAF
144
Smith Anglin Financial
Texas
$7.28M -$457K -4,869 -6%
KAS
145
Kestra Advisory Services
Texas
$7.16M -$5.83M -62,187 -45%
CFG
146
Copley Financial Group
California
$6.86M -$318K -3,390 -4%
FFA
147
Farther Finance Advisors
California
$6.81M -$1.77M -18,891 -21%
FS
148
Ferguson Shapiro
Georgia
$6.62M +$76.7K +818 +1%
FA
149
Flagstar Advisors
New York
$6.48M -$5.3M -56,504 -45%
AWS
150
Atria Wealth Solutions
New York
$6.41M -$6.33M -67,284 -50%
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