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VanEck Morningstar Wide Moat ETF

711 hedge funds and large institutions have $7.71B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 224 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $7.46B → $7.71B (+$253M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 295

Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Collaborative Wealth Management
Florida
$3.19M
XF
227
XML Financial
Maryland
$3.18M
CCM
228
Cutler Capital Management
Massachusetts
$3.17M
AFG
229
Atomi Financial Group
New York
$3.07M
LWM
230
Lionsbridge Wealth Management
Florida
$3.05M
TPBG
231
Turning Point Benefit Group
Maryland
$3.03M
HI
232
Harbour Investments
Wisconsin
$3.03M
BW
233
BXM Wealth
Colorado
$3.02M
WA
234
Waverly Advisors
Alabama
$3M
WW
235
Westshore Wealth
California
$2.96M
VPF
236
Vantage Point Financial
Illinois
$2.95M
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$2.92M
AOWM
238
Asset One Wealth Management
Washington
$2.9M
CP
239
Creekside Partners
California
$2.85M
MA
240
Mutual Advisors
Nebraska
$2.84M
PFA
241
Plotkin Financial Advisors
Maryland
$2.84M
CPC
242
Cookson Peirce & Co
Pennsylvania
$2.81M
BWM
243
BCS Wealth Management
Tennessee
$2.75M
ACA
244
Aptus Capital Advisors
Alabama
$2.7M
LSA
245
L & S Advisors
California
$2.69M
CWM
246
Cornerstone Wealth Management
Missouri
$2.66M
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$2.66M
WKSWA
248
White Knight Strategic Wealth Advisors
New Jersey
$2.63M
CSI
249
Cross Staff Investments
New York
$2.61M
TCM
250
Triumph Capital Management
Colorado
$2.59M