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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 %
B
201
Barings
North Carolina
$4.72M -$18.2M -206,848 -79%
FTS
202
Fifth Third Securities
Ohio
$4.69M -$1.51M -17,175 -24%
YIA
203
YHB Investment Advisors
Connecticut
$4.69M +$144K +1,637 +3%
ACM
204
Avalon Capital Management
California
$4.67M -$1.18M -13,462 -20%
SEIA
205
Signature Estate & Investment Advisors
California
$4.64M +$2.39M +27,109 +106%
FPGK
206
Financial Partners Group (Kansas)
Kansas
$4.61M -$118K -1,346 -3%
GVAG
207
Great Valley Advisor Group
Delaware
$4.47M +$2.43M +27,648 +120%
SMC
208
Smith, Moore & Co
Missouri
$4.43M +$54.3K +617 +1%
IWM
209
IMG Wealth Management
Florida
$4.37M +$201K +2,280 +5%
AO
210
Advisor OS
Illinois
$4.34M +$248K +2,818 +6%
SPI
211
Santori & Peters Inc
Pennsylvania
$4.34M -$89.2K -1,014 -2%
FF
212
Farrell Financial
New York
$4.33M -$51.1K -581 -1%
IAN
213
Integrated Advisors Network
Texas
$4.32M -$342K -3,886 -7%
CSP
214
Cary Street Partners
Virginia
$4.27M +$71.6K +814 +2%
BPA
215
Beacon Pointe Advisors
California
$4.24M -$131K -1,488 -3%
CF
216
Centaurus Financial
California
$4.2M -$149K -1,695 -3%
KDA
217
Kraft Davis & Associates
Missouri
$4.15M +$123K +1,510 +3%
FIA
218
Foundations Investment Advisors
Arizona
$4.14M +$227K +2,578 +6%
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$4.14M -$42.2K -480 -1%
BMCM
220
Burns Matteson Capital Management
New York
$4.12M +$32.6K +371 +0.8%
DWP
221
Destiny Wealth Partners
Florida
$4.09M +$239K +2,721 +6%
MA
222
Mutual Advisors
Nebraska
$4.06M -$34.6K -406 -0.8%
RCAG
223
Rehmann Capital Advisory Group
Michigan
$4.02M -$5.63K -64 -0.1%
SG
224
StoneX Group
New York
$4M -$86.7K -985 -2%
FLPIM
225
F.L. Putnam Investment Management
Massachusetts
$4M +$4M +45,416 New
7 8
9
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