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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
PWM
276
Provident Wealth Management
Tennessee
$1.9M
CFP
277
Cascade Financial Partners
California
$1.89M
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$1.88M
LA
279
LexAurum Advisors
Kansas
$1.79M
PHS
280
Pekin Hardy Strauss
Illinois
$1.78M
PCA
281
Prosperity Capital Advisors
Ohio
$1.77M
BCI
282
Brinker Capital Investments
Pennsylvania
$1.76M
D.E. Shaw & Co
283
D.E. Shaw & Co
New York
$1.68M
CW
284
CreativeOne Wealth
Kansas
$1.66M
WIA
285
World Investment Advisors
California
$1.61M
EWM
286
Endowment Wealth Management
Wisconsin
$1.6M
FFN
287
Focus Financial Network
Minnesota
$1.59M
SO
288
Sierra Ocean
California
$1.57M
FP
289
Fiduciary Planning
Florida
$1.57M
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M
SPA
291
Sentinel Pension Advisors
Massachusetts
$1.56M
AWA
292
ARQ Wealth Advisors
Arizona
$1.55M
CPIG
293
Chicago Partners Investment Group
Illinois
$1.54M
MAG
294
M3 Advisory Group
Massachusetts
$1.51M
KWA
295
Kingswood Wealth Advisors
California
$1.51M
BFG
296
Berger Financial Group
Minnesota
$1.5M
GSIAS
297
Garden State Investment Advisory Services
New Jersey
$1.5M
RM
298
RCW Management
Florida
$1.48M
SEEDPG
299
S.E.E.D. Planning Group
New York
$1.48M
DBIA
300
Dumont & Blake Investment Advisors
New Jersey
$1.47M