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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 %
VA
176
VestGen Advisors
Illinois
$5.81M +$5.81M +65,990 New
CWM
177
Cabot Wealth Management
Massachusetts
$5.76M +$377K +4,287 +7%
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.75M -$712K -8,095 -11%
WIM
179
WealthPlan Investment Management
Nebraska
$5.68M +$278K +3,161 +5%
WWM
180
Western Wealth Management
Colorado
$5.59M -$9.06K -103 -0.2%
GAG
181
Goodman Advisory Group
Massachusetts
$5.56M -$163K -1,847 -3%
LSL
182
Legacy Solutions LLC
Pennsylvania
$5.53M -$254K -2,889 -4%
BFF
183
Byrne Financial Freedom
Massachusetts
$5.51M +$152K +1,724 +3%
GIA
184
Gladstone Institutional Advisory
Florida
$5.46M +$521K +5,924 +11%
AF
185
Advisornet Financial
Minnesota
$5.45M +$115K +1,307 +2%
TC
186
Tacita Capital
Ontario, Canada
$5.42M -$144K -1,638 -3%
BFO
187
Boston Family Office
Massachusetts
$5.35M +$1.12M +12,749 +27%
SPA
188
Sentinel Pension Advisors
Massachusetts
$5.32M -$75.9K -863 -1%
EBSAM
189
Eubel Brady & Suttman Asset Management
Ohio
$5.28M -$7.97M -90,521 -60%
TP
190
Tranquility Partners
Tennessee
$5.09M +$19.9K +226 +0.4%
MFG
191
Midwest Financial Group
Kansas
$5M +$122K +1,383 +2%
MCM
192
Mengis Capital Management
Oregon
$5M +$27.9K +317 +0.6%
LCM
193
Lunt Capital Management
Utah
$4.96M +$206K +2,341 +4%
Lido Advisors
194
Lido Advisors
California
$4.91M -$410K -4,663 -8%
FFA
195
Fortune Financial Advisors
Kansas
$4.87M +$187K +2,121 +4%
TFS
196
Thoroughbred Financial Services
Tennessee
$4.82M -$5.96M -67,745 -55%
JWBC
197
John W. Brooker & Co
California
$4.81M +$299K +3,396 +7%
MWM
198
Modern Wealth Management
Kansas
$4.77M -$179K -2,030 -4%
GB
199
Goepper Burkhardt
South Carolina
$4.75M -$168K -1,904 -3%
FTUS
200
Flow Traders U.S.
New York
$4.75M +$4.75M +53,973 New
6 7
8
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