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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 %
DADC
151
D.A. Davidson & Co
Montana
$6.39M -$62.9K -671 -1%
CWM
152
Cabot Wealth Management
Massachusetts
$6.32M +$175K +1,870 +3%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$6.17M +$2.19M +23,348 +55%
TI
154
TTP Investments
California
$6.13M -$34.4M -366,849 -85%
LWP
155
Laurel Wealth Planning
Minnesota
$6.09M -$554K -5,910 -8%
Comerica Bank
156
Comerica Bank
Texas
$6.08M -$1.45M -15,470 -19%
VA
157
VestGen Advisors
Illinois
$6.03M -$180K -1,915 -3%
TC
158
Tacita Capital
Ontario, Canada
$5.99M +$214K +2,282 +4%
ACG
159
Allen Capital Group
Nebraska
$5.96M -$857K -9,139 -13%
WA1
160
Wimmer Associates 1
California
$5.94M -$102K -1,084 -2%
LSL
161
Legacy Solutions LLC
Pennsylvania
$5.83M -$71K -757 -1%
GIA
162
Gladstone Institutional Advisory
Florida
$5.8M -$12.3K -131 -0.2%
EBSAM
163
Eubel Brady & Suttman Asset Management
Ohio
$5.6M -$24.9K -266 -0.4%
Truist Financial
164
Truist Financial
North Carolina
$5.58M -$1.77M -18,886 -24%
GS
165
GTS Securities
New York
$5.57M +$3.15M +33,542 +130%
PAMG
166
Patton Albertson Miller Group
Tennessee
$5.52M -$4.17M -44,416 -43%
BFO
167
Boston Family Office
Massachusetts
$5.5M -$205K -2,182 -4%
SIAP
168
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.37M -$751K -8,002 -12%
MFG
169
Midwest Financial Group
Kansas
$5.36M +$24.1K +257 +0.5%
FFA
170
Fortune Financial Advisors
Kansas
$5.33M +$139K +1,482 +3%
TP
171
Tranquility Partners
Tennessee
$5.33M -$102K -1,086 -2%
AO
172
Advisor OS
Illinois
$5.3M +$668K +7,123 +14%
FIA
173
Foundations Investment Advisors
Arizona
$5.26M +$842K +8,974 +19%
MCM
174
Mengis Capital Management
Oregon
$5.24M -$93.5K -997 -2%
SEIA
175
Signature Estate & Investment Advisors
California
$5.18M +$234K +2,494 +5%
5 6
7
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