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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 %
Morgan Stanley
1
Morgan Stanley
New York
$689M -$88.3M -1,003,773 -11%
Bank of America
2
Bank of America
North Carolina
$636M -$71.6M -813,448 -10%
LPL Financial
3
LPL Financial
California
$615M -$26.4M -299,611 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$396M -$80.6M -915,446 -17%
MFIM
5
Mesirow Financial Investment Management
Illinois
$242M -$66.3M -753,614 -22%
Wells Fargo
6
Wells Fargo
California
$227M -$12.1M -137,342 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$186M -$7.59M -86,238 -4%
BFA
8
Boulay Financial Advisors
Minnesota
$159M +$159M +1,809,509 New
Ameriprise
9
Ameriprise
Minnesota
$129M -$48.9M -555,113 -28%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$98.8M -$8.4M -95,485 -8%
PWA
11
Provenance Wealth Advisors
Florida
$98.1M -$2.11M -24,019 -2%
UBS Group
12
UBS Group
Switzerland
$96.9M -$70.3M -798,552 -42%
FFA
13
First Foundation Advisors
California
$94M -$2.91M -33,030 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$88.4M -$11.8M -134,339 -12%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$80.3M -$6.67M -75,766 -8%
OWP
16
Obermeyer Wealth Partners
Colorado
$77.5M +$2.62M +29,800 +4%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$77.4M +$17.7M +201,826 +30%
BCM
18
Brookstone Capital Management
Illinois
$77.1M -$1.73M -19,709 -2%
SFBLI
19
Southern Farm Bureau Life Insurance
Mississippi
$74.3M – – –
AAS
20
Avantax Advisory Services
Texas
$72M -$4.56M -51,791 -6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$71M +$3.49M +39,664 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$70.8M -$10.8M -123,193 -13%
Osaic Holdings
23
Osaic Holdings
Arizona
$62.9M -$9.68M -109,947 -13%
GWM
24
Geneos Wealth Management
Colorado
$59.1M +$29.7M +337,792 +101%
ERFOTCOFW
25
Employees Retirement Fund of the City of Fort Worth
Texas
$58.2M – – –
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