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VanEck Morningstar Wide Moat ETF

697 hedge funds and large institutions have $7.99B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 301 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10291 (-11)

12% less capital invested

Capital invested by funds: $9.1B → $7.99B (-$1.11B)

27% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 301

Holders
697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.26M
Puts
$827K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGT
251
Financial Partners Group (Tennessee)
Tennessee
$3.26M
DWM
252
Darwin Wealth Management
Florida
$3.24M
PIA
253
Panoramic Investment Advisors
Colorado
$3.24M
VPF
254
Vantage Point Financial
Illinois
$3.2M
RWA
255
Rooted Wealth Advisors
Illinois
$3.2M
OWA
256
Opal Wealth Advisors
New York
$3.2M
Fidelity Investments
257
Fidelity Investments
Massachusetts
$3.11M
RFN
258
RDA Financial Network
Iowa
$3.1M
SWP
259
Stratos Wealth Partners
Ohio
$3.06M
CWM
260
Collaborative Wealth Management
Florida
$3.03M
OAJ
261
Ogorek Anthony Joseph
New York
$2.99M
GWSG
262
GPS Wealth Strategies Group
Colorado
$2.99M
TW
263
Transform Wealth
Colorado
$2.93M
EWM
264
Endowment Wealth Management
Wisconsin
$2.78M
CPC
265
Cookson Peirce & Co
Pennsylvania
$2.77M
BW
266
BXM Wealth
Colorado
$2.74M
WA
267
Waverly Advisors
Alabama
$2.7M
AWM
268
Able Wealth Management
New Jersey
$2.67M
CB
269
Chris Bulman
California
$2.62M
CP
270
Creekside Partners
California
$2.6M
AFG
271
Atomi Financial Group
New York
$2.6M
LWM
272
Lionsbridge Wealth Management
Florida
$2.52M
WKSWA
273
White Knight Strategic Wealth Advisors
New Jersey
$2.5M
Focus Partners Wealth
274
Focus Partners Wealth
Massachusetts
$2.5M
Wealthfront Advisers
275
Wealthfront Advisers
California
$2.48M