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VanEck Morningstar Wide Moat ETF

707 hedge funds and large institutions have $6.8B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $7.74B → $6.8B (-$935M)

44% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 329

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
251
Fifth Third Securities
Ohio
$2.27M
HWA
252
HHM Wealth Advisors
Tennessee
$2.22M
FFG
253
First Financial Group
North Carolina
$2.21M
Wealthfront Advisers
254
Wealthfront Advisers
California
$2.18M
SWA
255
Stratos Wealth Advisors
Ohio
$2.17M
ES
256
Element Squared
Minnesota
$2.16M
CPIA
257
Cornell Pochily Investment Advisors
New York
$2.13M
WKSWA
258
White Knight Strategic Wealth Advisors
New Jersey
$2.12M
CPC
259
Cookson Peirce & Co
Pennsylvania
$2.1M
SWM
260
SHP Wealth Management
Massachusetts
$2.1M
CCWA
261
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.08M
WETS
262
Wealth Enhancement Trust Services
South Dakota
$2.08M
GWANC
263
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.07M
XPN
264
XY Planning Network
Montana
$2.05M
RIA
265
Realta Investment Advisors
Delaware
$2.04M
AAP
266
Arax Advisory Partners
Colorado
$2.03M
FC
267
FCA Corp
Texas
$2.03M
SWP
268
Stratos Wealth Partners
Ohio
$2.01M
CFCI
269
Comprehensive Financial Consultants Institutional
Indiana
$2M
EWA
270
EP Wealth Advisors
California
$2M
GVAG
271
Great Valley Advisor Group
Delaware
$1.99M
IA
272
Inspire Advisors
Idaho
$1.94M
AI
273
Atria Investments
North Carolina
$1.94M
HH
274
Hilltop Holdings
Texas
$1.93M
Envestnet Portfolio Solutions
275
Envestnet Portfolio Solutions
Illinois
$1.91M