We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Atomi Financial Group
New York
$2.87M -$117K -1,203 -4%
CP
227
Creekside Partners
California
$2.86M -$54.1K -555 -2%
WA
228
Waverly Advisors
Alabama
$2.83M -$56.9K -583 -2%
LWM
229
Lionsbridge Wealth Management
Florida
$2.82M +$29.6K +303 +1%
GWSG
230
GPS Wealth Strategies Group
Colorado
$2.81M -$157K -1,607 -5%
CCM
231
Cutler Capital Management
Massachusetts
$2.78M +$484K +4,965 +22%
TF
232
TME Financial
California
$2.73M +$112K +1,152 +4%
GSIAS
233
Garden State Investment Advisory Services
New Jersey
$2.71M
LOIM
234
Liberty One Investment Management
Illinois
$2.69M -$71.4K -732 -3%
CPC
235
Cookson Peirce & Co
Pennsylvania
$2.66M +$39.6K +406 +2%
AI
236
Atria Investments
North Carolina
$2.63M +$1.3M +13,358 +101%
JWCA
237
J.W. Cole Advisors
Florida
$2.61M -$172K -1,759 -6%
GVAG
238
Great Valley Advisor Group
Delaware
$2.6M -$1.07M -10,977 -29%
BW
239
BXM Wealth
Colorado
$2.59M
LSA
240
L & S Advisors
California
$2.58M +$230K +2,354 +10%
TCM
241
Triumph Capital Management
Colorado
$2.55M +$493K +5,054 +24%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$2.52M +$36.1K +370 +1%
QCM
243
Quantinno Capital Management
New York
$2.51M -$118K -1,206 -5%
CSI
244
Cross Staff Investments
New York
$2.5M +$94.9K +973 +4%
KDA
245
Kraft Davis & Associates
Missouri
$2.49M -$1.66M -17,014 -41%
B
246
Barings
North Carolina
$2.47M -$1.37M -14,010 -36%
HI
247
Harbour Investments
Wisconsin
$2.47M +$76.6K +785 +3%
SWA
248
Stratos Wealth Advisors
Ohio
$2.45M +$59.2K +607 +3%
CWM
249
Cornerstone Wealth Management
Missouri
$2.42M +$293 +3 +0%
FFG
250
First Financial Group
North Carolina
$2.41M -$38.2K -392 -2%