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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.

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 %
MA
201
Mutual Advisors
Nebraska
$4.09M -$650K -6,549 -14%
WP
202
WealthPLAN Partners
Nebraska
$4.08M -$11.3M -120,776 -74%
CF
203
Centaurus Financial
California
$4.07M -$403K -4,293 -9%
TFS
204
Thoroughbred Financial Services
Tennessee
$4.07M -$1.06M -11,349 -21%
XF
205
XML Financial
Maryland
$4.05M +$174K +1,855 +4%
IAN
206
Integrated Advisors Network
Texas
$4.03M -$575K -6,136 -12%
SFPG
207
Stonebridge Financial Planning Group
Florida
$3.97M -$206K -2,194 -5%
Betterment LLC
208
Betterment LLC
New York
$3.96M -$3.36M -35,877 -46%
PS
209
Principal Securities
Iowa
$3.95M +$1.53M +16,296 +63%
BMCM
210
Burns Matteson Capital Management
New York
$3.9M -$489K -5,213 -11%
MWM
211
MinichMacGregor Wealth Management
New York
$3.89M -$13.6M -144,945 -78%
FTUS
212
Flow Traders U.S.
New York
$3.85M -$1.21M -12,948 -24%
Citadel Advisors
213
Citadel Advisors
Florida
$3.81M +$3.81M +40,598 New
AIC
214
Ayalon Insurance Company
Israel
$3.77M +$17.8K +190 +0.5%
SG
215
StoneX Group
New York
$3.76M -$503K -5,358 -12%
FPGT
216
Financial Partners Group (Tennessee)
Tennessee
$3.72M +$239K +2,551 +7%
MC
217
McCarthy & Cox
Ohio
$3.67M -$40.3K -430 -1%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$3.66M +$344K +3,663 +10%
B
219
Barings
North Carolina
$3.65M -$1.37M -14,648 -27%
IF
220
IRON Financial
Illinois
$3.63M -$188 -2 -0%
OWA
221
Opal Wealth Advisors
New York
$3.62M +$209K +2,233 +6%
BRWA
222
B. Riley Wealth Advisors
Florida
$3.55M +$3.55M +37,891 New
William Blair & Company
223
William Blair & Company
Illinois
$3.55M -$275K -2,937 -7%
TW
224
Trajan Wealth
Arizona
$3.54M -$53.2K -567 -1%
ACM
225
Avalon Capital Management
California
$3.53M -$1.45M -15,468 -29%
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