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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 %
LIWM
126
Long Island Wealth Management
New York
$9.59M +$1.04M +11,862 +12%
ECA
127
Elevation Capital Advisory
Oregon
$9.55M +$8.33M +94,627 +680%
FF
128
Farrow Financial
Vermont
$9.29M +$82.5K +938 +0.9%
AI
129
Atria Investments
North Carolina
$9.15M -$692K -7,863 -7%
NCM
130
Novare Capital Management
North Carolina
$9.11M +$132K +1,496 +1%
PAMG
131
Patton Albertson Miller Group
Tennessee
$9.09M -$1.43M -16,296 -14%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$9.04M -$13.4M -151,860 -60%
RC
133
Roundview Capital
New Jersey
$8.81M -$1.12M -12,738 -11%
Corient Private Wealth
134
Corient Private Wealth
Florida
$8.72M -$1.66M -18,912 -16%
P
135
&Partners
Tennessee
$8.52M -$176K -2,034 -2%
AWA
136
Acorn Wealth Advisors
Michigan
$8.44M +$117K +1,335 +1%
EFP
137
EnRich Financial Partners
Wisconsin
$8.4M -$369K -4,195 -4%
CWM
138
Congress Wealth Management
Massachusetts
$8.37M +$8.37M +95,094 New
MSWA
139
Marshall & Sterling Wealth Advisors
New York
$8.33M +$18.7K +213 +0.2%
CA
140
Cornerstone Advisory
Maryland
$8.19M -$2.18M -25,400 -21%
MCA
141
Magnolia Capital Advisors
Mississippi
$8.15M +$572K +6,502 +8%
FFA
142
Farther Finance Advisors
California
$8.02M -$1.22M -13,865 -13%
PWP
143
Pursue Wealth Partners
California
$7.96M -$9.24K -105 -0.1%
HFS
144
Howard Financial Services
Texas
$7.95M +$256K +2,908 +3%
TA
145
TPG Advisors
Illinois
$7.76M -$98.3K -1,117 -1%
Two Sigma Investments
146
Two Sigma Investments
New York
$7.75M +$5.65M +64,200 +269%
PWM
147
Perigon Wealth Management
California
$7.74M +$659K +7,494 +9%
CAG
148
Compass Advisory Group
New York
$7.62M +$440K +5,002 +6%
DC
149
Darrow Company
Massachusetts
$7.58M -$8.27M -94,003 -52%
AWM
150
Accredited Wealth Management
Kentucky
$7.55M +$147K +1,672 +2%
4 5
6
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