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VanEck Morningstar Wide Moat ETF

703 hedge funds and large institutions have $7.64B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 222 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 6666 (0)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

25% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 295

Holders
703
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
326
Journey Strategic Wealth
New Jersey
$1.28M
SC
327
SouthState Corp
Florida
$1.28M
MFGM
328
Marshall Financial Group (Maryland)
Maryland
$1.26M
PI
329
PFG Investments
New York
$1.24M
PHS
330
Pekin Hardy Strauss
Illinois
$1.24M
BW
331
Balance Wealth
Ohio
$1.23M
JWCA
332
J.W. Cole Advisors
Florida
$1.22M
IC
333
IEQ Capital
California
$1.22M
CAM
334
Cozad Asset Management
Illinois
$1.21M
HBW
335
Hazlett, Burt & Watson
West Virginia
$1.2M
SC
336
Soundwatch Capital
Connecticut
$1.2M
CFG
337
Cornerstone Financial Group
Nebraska
$1.2M
PFA
338
Peak Financial Advisors
Colorado
$1.18M
ACM
339
AlphaStar Capital Management
North Carolina
$1.18M
JWBC
340
John W. Brooker & Co
California
$1.18M
SWM
341
SK Wealth Management
Rhode Island
$1.17M
WF
342
Warner Financial
Maryland
$1.17M
CSP
343
Cary Street Partners
Virginia
$1.17M
EA
344
Echo45 Advisors
California
$1.17M
HCA
345
Heck Capital Advisors
Wisconsin
$1.16M
RWA
346
Rooted Wealth Advisors
Illinois
$1.13M
PAS
347
Park Avenue Securities
New York
$1.11M
WA
348
Whipplewood Advisors
Colorado
$1.11M
KFGK
349
Keystone Financial Group (Kentucky)
Kentucky
$1.1M
PWP
350
Principle Wealth Partners
Connecticut
$1.07M