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VanEck Morningstar Wide Moat ETF

686 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 9175 (-16)

55% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 363

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
301
Rollins Financial Advisors
New York
$1.69M
STA
302
Summit Trail Advisors
New York
$1.68M
TPCW
303
TD Private Client Wealth
New York
$1.68M
LIWM
304
Long Island Wealth Management
New York
$1.65M
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$1.64M
BFG
306
Berger Financial Group
Minnesota
$1.6M
WS
307
Wedbush Securities
California
$1.59M
WIA
308
World Investment Advisors
California
$1.59M
CPIG
309
Chicago Partners Investment Group
Illinois
$1.58M
CWMK
310
Caliber Wealth Management (Kansas)
Kansas
$1.56M
BWM
311
BCS Wealth Management
Tennessee
$1.55M
ECA
312
Elevation Capital Advisory
Oregon
$1.53M
FFG
313
Fiduciary Financial Group
California
$1.52M
MFGM
314
Marshall Financial Group (Maryland)
Maryland
$1.49M
Northern Trust
315
Northern Trust
Illinois
$1.47M
WWM
316
Wolff Wiese Magana
California
$1.47M
MSFS
317
Main Street Financial Solutions
Pennsylvania
$1.46M
UCB
318
United Community Bank
South Carolina
$1.46M
NFSG
319
Newbridge Financial Services Group
Florida
$1.43M
SWP
320
Summit Wealth Partners
Florida
$1.43M
SAG
321
SageView Advisory Group
California
$1.42M
ES
322
Element Squared
Minnesota
$1.42M
MS
323
Madden Securities
Texas
$1.41M
WCM
324
Winebrenner Capital Management
Kentucky
$1.4M
AWM
325
Axxcess Wealth Management
California
$1.39M