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VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 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: 164 | Existing positions reduced: 362

Holders
682
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
EFS
226
Essex Financial Services
Connecticut
$3.51M
WW
227
Westshore Wealth
California
$3.5M
GVAG
228
Great Valley Advisor Group
Delaware
$3.49M
BFF
229
Byrne Financial Freedom
Massachusetts
$3.39M
GRP
230
Global Retirement Partners
California
$3.33M
BCI
231
Brinker Capital Investments
Pennsylvania
$3.33M
DWM
232
Darwin Wealth Management
Florida
$3.32M
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$3.28M
RFN
234
RDA Financial Network
Iowa
$3.27M
RWA
235
Rooted Wealth Advisors
Illinois
$3.26M
CWM
236
Collaborative Wealth Management
Florida
$3.26M
XPN
237
XY Planning Network
Montana
$3.25M
ACS
238
Archford Capital Strategies
Illinois
$3.25M
EWM
239
Endowment Wealth Management
Wisconsin
$3.17M
PIA
240
Panoramic Investment Advisors
Colorado
$3.16M
TA
241
Tactive Advisors
Florida
$3.13M
EWA
242
EP Wealth Advisors
California
$3.09M
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$3.04M
AW
244
Atlas Wealth
Ohio
$3.01M
XT
245
XTX Topco
Cayman Islands
$2.86M
SC
246
Soundwatch Capital
Connecticut
$2.84M
AFG
247
Atomi Financial Group
New York
$2.83M
GWSG
248
GPS Wealth Strategies Group
Colorado
$2.81M
VPF
249
Vantage Point Financial
Illinois
$2.78M
SOS
250
Silver Oak Securities
Tennessee
$2.78M