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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
CAG
251
Compass Advisory Group
New York
$2.4M -$5.94M -60,848 -72%
WKSWA
252
White Knight Strategic Wealth Advisors
New Jersey
$2.36M -$403K -4,132 -15%
CPIA
253
Cornell Pochily Investment Advisors
New York
$2.33M -$115K -1,177 -5%
TPBG
254
Turning Point Benefit Group
Maryland
$2.3M +$1.4M +14,352 +168%
BCA
255
Bay Colony Advisors
Massachusetts
$2.3M +$60K +615 +3%
PWM
256
Provident Wealth Management
Tennessee
$2.28M -$36.2K -371 -2%
HWA
257
HHM Wealth Advisors
Tennessee
$2.28M -$10.2K -105 -0.5%
CFP
258
Cascade Financial Partners
California
$2.22M
RIA
259
Realta Investment Advisors
Delaware
$2.22M -$12.7K -130 -0.6%
EFS
260
Essex Financial Services
Connecticut
$2.21M -$1.47M -15,088 -40%
Wealthfront Advisers
261
Wealthfront Advisers
California
$2.19M -$465K -4,768 -18%
IA
262
Inspire Advisors
Idaho
$2.14M -$54K -554 -3%
RWA
263
Rooted Wealth Advisors
Illinois
$2.12M -$1.25M -12,855 -38%
ACA
264
Aptus Capital Advisors
Alabama
$2.1M +$25.6K +262 +1%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.1M -$41.2K -422 -2%
GWANC
266
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.1M +$23.5K +241 +1%
FC
267
FCA Corp
Texas
$2.09M +$67K +687 +3%
AWM
268
Able Wealth Management
New Jersey
$2.06M +$608K +6,232 +43%
HH
269
Hilltop Holdings
Texas
$2.04M -$118K -1,208 -6%
FIBT
270
First International Bank & Trust
North Dakota
$2.03M -$200K -2,047 -9%
GF
271
Gries Financial
Ohio
$2.03M -$34.4K -353 -2%
Northern Trust
272
Northern Trust
Illinois
$2.01M +$448K +4,588 +29%
Envestnet Portfolio Solutions
273
Envestnet Portfolio Solutions
Illinois
$2.01M -$1.19M -12,155 -37%
CFCI
274
Comprehensive Financial Consultants Institutional
Indiana
$1.96M +$127K +1,305 +7%
CWA
275
Crux Wealth Advisors
California
$1.95M -$71.1K -729 -4%