VanEck Morningstar Wide Moat ETF
MOAT
707 hedge funds and large institutions have $8.01B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 220 increasing their positions, 306 reducing their positions, and 55 closing their positions.
294% more call options, than puts
Call options by funds: $3.26M | Put options by funds: $827K
7% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 55
0.57% less ownership
Funds ownership: 59.92% → 59.35% (-0.57%)
1% less funds holding
Funds holding: 715 → 707 (-8)
11% less funds holding in top 10
Funds holding in top 10: 103 → 92 (-11)
12% less capital invested
Capital invested by funds: $9.13B → $8.01B (-$1.12B)
28% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 306
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$23.4M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$20.6M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$18.6M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$14.1M |
| 5 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$92.4M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$84.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$74.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$73.5M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$69.3M |
MOAT Hedge Fund Activity: Q1 2025 in Review
707 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar Wide Moat ETF (MOAT) for Q1 2025, worth a combined $8.01B — down 12% from $9.13B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new MOAT positions and 55 closed out — a net gain of 4 holders — while 220 added to existing stakes and 306 trimmed.
The largest buyer was Summit Financial, adding an estimated $23.4M. The largest seller was Morgan Stanley, cutting an estimated $92.4M.
- 707 institutional investors held VanEck Morningstar Wide Moat ETF (MOAT) as of Q1 2025, down from 715 in Q4 2024.
- Funds reported $8.01B of VanEck Morningstar Wide Moat ETF stock for Q1 2025, down 12% quarter-over-quarter.
- 59 funds opened new VanEck Morningstar Wide Moat ETF positions in Q1 2025 and 55 closed out, a net change of +4 holders.
- The largest VanEck Morningstar Wide Moat ETF buyer in Q1 2025 was Summit Financial, an estimated $23.4M added.
- The largest VanEck Morningstar Wide Moat ETF seller in Q1 2025 was Morgan Stanley, an estimated $92.4M sold.
Based on aggregated 13F filings for Q1 2025.