MOAT icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
-17
Holders Change %
-2.44%
% of All Funds
9.12%
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
UBS Group
Switzerland
$130M
2
BFA
Boulay Financial Advisors
Minnesota
$195M
3
AssetMark Inc
AssetMark Inc
California
$27.3M
4
CIA
Concurrent Investment Advisors
Florida
$23.2M
5
RIS
Richmond Investment Services
Wisconsin
$29.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$636M
2
Raymond James Financial
Raymond James Financial
Florida
$360M
3
OWP
Obermeyer Wealth Partners
Colorado
$25M
4
BCM
Brookstone Capital Management
Illinois
$30.8M
5
FIBT
First International Bank & Trust
North Dakota
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
176
Argent Trust Co
Tennessee
$5.12M -$1.52M -16,166 -23%
SMC
177
Smith, Moore & Co
Missouri
$5.05M +$332K +3,544 +7%
PCA
178
Prosperity Capital Advisors
Ohio
$5.05M +$4.76M +50,782 +1,646%
MWM
179
Modern Wealth Management
Kansas
$5.02M -$59.3K -632 -1%
FTS
180
Fifth Third Securities
Ohio
$4.92M -$80.8K -861 -2%
LCM
181
Lunt Capital Management
Utah
$4.92M -$367K -3,912 -7%
IWM
182
IHT Wealth Management
Illinois
$4.92M -$1.48M -15,795 -23%
Lido Advisors
183
Lido Advisors
California
$4.91M -$322K -3,429 -6%
PA
184
Paragon Advisors
Texas
$4.88M +$646K +6,891 +15%
WWM
185
Western Wealth Management
Colorado
$4.86M -$1.09M -11,659 -18%
TF
186
Tompkins Financial
New York
$4.83M -$2.3M -24,534 -32%
FPGK
187
Financial Partners Group (Kansas)
Kansas
$4.81M -$101K -1,081 -2%
BPA
188
Beacon Pointe Advisors
California
$4.63M +$111K +1,184 +2%
SPI
189
Santori & Peters Inc
Pennsylvania
$4.61M -$23.3K -248 -0.5%
FF
190
Farrell Financial
New York
$4.57M -$52.7K -562 -1%
GB
191
Goepper Burkhardt
South Carolina
$4.55M -$516K -5,502 -10%
CIAS
192
Capital Investment Advisory Services
North Carolina
$4.5M +$283K +3,017 +7%
CSP
193
Cary Street Partners
Virginia
$4.5M -$58.2K -621 -1%
YIA
194
YHB Investment Advisors
Connecticut
$4.41M -$585K -6,238 -12%
RCAG
195
Rehmann Capital Advisory Group
Michigan
$4.39M +$112K +1,189 +3%
S
196
Sunpointe
Missouri
$4.38M +$705K +7,513 +19%
RGC
197
Roberts, Glore & Co
Illinois
$4.3M +$201K +2,143 +5%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$4.16M -$83.7K -892 -2%
Kovitz Investment Group Partners
199
Kovitz Investment Group Partners
Illinois
$4.14M -$271K -2,892 -6%
KDA
200
Kraft Davis & Associates
Missouri
$4.12M -$915K -9,239 -18%
6 7
8
9 10