MOAT icon

VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 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: 164 | Existing positions reduced: 362

Holders
682
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
STA
301
Summit Trail Advisors
New York
$1.68M
TPCW
302
TD Private Client Wealth
New York
$1.68M
LIWM
303
Long Island Wealth Management
New York
$1.65M
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$1.64M
BFG
305
Berger Financial Group
Minnesota
$1.6M
WS
306
Wedbush Securities
California
$1.59M
WIA
307
World Investment Advisors
California
$1.59M
CPIG
308
Chicago Partners Investment Group
Illinois
$1.58M
CWMK
309
Caliber Wealth Management (Kansas)
Kansas
$1.56M
BWM
310
BCS Wealth Management
Tennessee
$1.55M
ECA
311
Elevation Capital Advisory
Oregon
$1.53M
FFG
312
Fiduciary Financial Group
California
$1.52M
MFGM
313
Marshall Financial Group (Maryland)
Maryland
$1.49M
Northern Trust
314
Northern Trust
Illinois
$1.47M
WWM
315
Wolff Wiese Magana
California
$1.47M
MSFS
316
Main Street Financial Solutions
Pennsylvania
$1.46M
UCB
317
United Community Bank
South Carolina
$1.46M
NFSG
318
Newbridge Financial Services Group
Florida
$1.43M
SWP
319
Summit Wealth Partners
Florida
$1.43M
SAG
320
SageView Advisory Group
California
$1.42M
ESL
321
Element Squared LLC
Minnesota
$1.42M
MS
322
Madden Securities
Texas
$1.41M
WCM
323
Winebrenner Capital Management
Kentucky
$1.4M
AWM
324
Axxcess Wealth Management
California
$1.39M
RSF
325
Rik Saylor Financial
Ohio
$1.39M