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VanEck Morningstar Wide Moat ETF

686 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 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 9175 (-16)

55% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 363

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
226
Avalon Capital Management
California
$3.53M
EFS
227
Essex Financial Services
Connecticut
$3.51M
WW
228
Westshore Wealth
California
$3.5M
GVAG
229
Great Valley Advisor Group
Delaware
$3.49M
BFF
230
Byrne Financial Freedom
Massachusetts
$3.39M
GRP
231
Global Retirement Partners
California
$3.33M
BCI
232
Brinker Capital Investments
Pennsylvania
$3.33M
DWM
233
Darwin Wealth Management
Florida
$3.32M
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$3.28M
RFN
235
RDA Financial Network
Iowa
$3.27M
RWA
236
Rooted Wealth Advisors
Illinois
$3.26M
CWM
237
Collaborative Wealth Management
Florida
$3.26M
XPN
238
XY Planning Network
Montana
$3.25M
ACS
239
Archford Capital Strategies
Illinois
$3.25M
EWM
240
Endowment Wealth Management
Wisconsin
$3.17M
PIA
241
Panoramic Investment Advisors
Colorado
$3.16M
TA
242
Tactive Advisors
Florida
$3.13M
EWA
243
EP Wealth Advisors
California
$3.09M
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$3.04M
AW
245
Atlas Wealth
Ohio
$3.01M
XT
246
XTX Topco
Cayman Islands
$2.86M
SC
247
Soundwatch Capital
Connecticut
$2.84M
AFG
248
Atomi Financial Group
New York
$2.83M
GWSG
249
GPS Wealth Strategies Group
Colorado
$2.81M
VPF
250
Vantage Point Financial
Illinois
$2.78M