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VanEck Morningstar Wide Moat ETF

692 hedge funds and large institutions have $7.59B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 365 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% more ownership

Funds ownership: 59.56%59.66% (+0.1%)

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

2% less funds holding

Funds holding: 706692 (-14)

6% less capital invested

Capital invested by funds: $8.04B → $7.59B (-$449M)

17% less funds holding in top 10

Funds holding in top 10: 9276 (-16)

55% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 365

Holders
692
Holders Change
-14
Holders Change %
-1.98%
% of All Funds
9.11%
Holding in Top 10
76
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-17.39%
% of All Funds
1%
New
50
Increased
166
Reduced
365
Closed
51
Calls
$1.96M
Puts
Net Calls
+$1.96M
Net Calls Change
-$469K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
TPG Advisors
Illinois
$8.42M +$140K +1,591 +2%
PWP
127
Pursue Wealth Partners
California
$8.41M -$65.7K -749 -0.8%
CA
128
Cornerstone Advisory
Maryland
$8.41M -$515K -5,866 -6%
RC
129
Roundview Capital
New Jersey
$8.39M -$939K -10,701 -11%
FH
130
FWG Holdings
Florida
$8.11M +$134K +1,529 +2%
HFS
131
Howard Financial Services
Texas
$8.09M -$350K -3,993 -4%
EFP
132
EnRich Financial Partners
Wisconsin
$8.07M -$824K -9,396 -10%
OBWG
133
Onyx Bridge Wealth Group
New York
$8.02M -$4.51M -51,443 -38%
CAG
134
Compass Advisory Group
New York
$7.98M -$127K -1,453 -2%
PA
135
PSI Advisors
Florida
$7.93M +$3.86M +44,031 +109%
MCA
136
Magnolia Capital Advisors
Mississippi
$7.92M -$721K -8,222 -9%
BFA
137
Beaumont Financial Advisors
Massachusetts
$7.91M -$16.2M -184,773 -69%
NAM
138
NorthCrest Asset Manangement
Minnesota
$7.88M +$39.3K +448 +0.6%
AWM
139
Accredited Wealth Management
Kentucky
$7.77M -$259K -2,954 -3%
AF
140
Allworth Financial
California
$7.75M -$118K -1,349 -2%
BWG
141
Boomfish Wealth Group
Georgia
$7.57M -$287K -3,269 -4%
Corient Private Wealth
142
Corient Private Wealth
Florida
$7.55M -$1.62M -18,507 -19%
DC
143
Darrow Company
Massachusetts
$7.48M -$562K -6,409 -7%
Goldman Sachs
144
Goldman Sachs
New York
$7.47M +$5.92M +67,502 +556%
PWM
145
Perigon Wealth Management
California
$7.42M -$782K -8,917 -10%
MIM
146
Morningstar Investment Management
Illinois
$7.29M +$725K +8,259 +12%
SAF
147
Smith Anglin Financial
Texas
$7.28M -$427K -4,869 -6%
KAS
148
Kestra Advisory Services
Texas
$7.16M -$5.46M -62,187 -45%
CFG
149
Copley Financial Group
California
$6.86M -$297K -3,390 -4%
FFA
150
Farther Finance Advisors
California
$6.81M -$1.66M -18,891 -21%

MOAT Hedge Fund Activity: Q2 2025 in Review

692 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q2 2025, worth a combined $7.59B — down 5.6% from $8.04B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of MOAT and 50 opened new positions — a net loss of 1 holder — while 365 trimmed existing stakes and 166 added.

The largest buyer was UBS Group, adding an estimated $24.7M. The largest seller was Morgan Stanley, cutting an estimated $92M.

  • 692 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q2 2025, down from 706 in Q1 2025.
  • Funds reported $7.59B of VanEck Morningstar Wide Moat ETF stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 50 funds opened new VanEck Morningstar Wide Moat ETF positions in Q2 2025 and 51 closed out, a net change of -1 holder.
  • The largest VanEck Morningstar Wide Moat ETF buyer in Q2 2025 was UBS Group, an estimated $24.7M added.
  • The largest VanEck Morningstar Wide Moat ETF seller in Q2 2025 was Morgan Stanley, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2025.