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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 %
BWG
151
Boomfish Wealth Group
Georgia
$7.39M -$364K -4,132 -5%
SAF
152
Smith Anglin Financial
Texas
$7.26M -$2.57M -29,229 -26%
AC
153
AlphaCore Capital
California
$7.2M +$7.2M +81,800 New
AF
154
Allworth Financial
California
$7.14M -$549K -6,458 -7%
NAM
155
NorthCrest Asset Manangement
Minnesota
$7.12M +$625K +7,101 +10%
Comerica Bank
156
Comerica Bank
Texas
$7.07M -$707K -8,032 -9%
FH
157
FWG Holdings
Florida
$7.03M +$98.8K +1,154 +1%
FAIM
158
Financial Advocates Investment Management
Washington
$6.99M +$473K +5,370 +7%
Truist Financial
159
Truist Financial
North Carolina
$6.9M -$1.36M -15,434 -16%
Betterment LLC
160
Betterment LLC
New York
$6.87M +$216K +2,460 +3%
MIS
161
Morningstar Investment Services
Illinois
$6.8M -$2.22M -25,200 -25%
CFG
162
Copley Financial Group
California
$6.73M +$70.1K +797 +1%
TF
163
Tompkins Financial
New York
$6.69M -$23.4M -265,999 -78%
EFS
164
Essex Financial Services
Connecticut
$6.68M -$388K -4,414 -5%
ACG
165
Allen Capital Group
Nebraska
$6.4M -$2.04M -23,222 -24%
AssetMark Inc
166
AssetMark Inc
California
$6.24M -$680K -7,724 -10%
LWP
167
Laurel Wealth Planning
Minnesota
$6.23M -$1.34M -15,206 -18%
ATC
168
Argent Trust Co
Tennessee
$6.22M -$7.48K -85 -0.1%
FS
169
Ferguson Shapiro
Georgia
$6.14M +$294K +3,339 +5%
MIM
170
Morningstar Investment Management
Illinois
$6.12M +$478K +5,428 +8%
DADC
171
D.A. Davidson & Co
Montana
$6.06M +$300K +3,412 +5%
IWM
172
IHT Wealth Management
Illinois
$6M -$484K -5,503 -7%
SFG
173
Snider Financial Group
Washington
$5.96M +$82.1K +933 +1%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$5.95M -$227K -2,579 -4%
WA1
175
Wimmer Associates 1
California
$5.85M -$578K -6,362 -9%
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