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VanEck Morningstar Wide Moat ETF

697 hedge funds and large institutions have $7.99B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 301 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10291 (-11)

12% less capital invested

Capital invested by funds: $9.1B → $7.99B (-$1.11B)

27% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 301

Holders
697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.26M
Puts
$827K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
326
Kingswood Wealth Advisors
California
$1.7M
LSA
327
L & S Advisors
California
$1.7M
CFCI
328
Comprehensive Financial Consultants Institutional
Indiana
$1.67M
National Bank of Canada
329
National Bank of Canada
Quebec, Canada
$1.67M
SWP
330
Summit Wealth Partners
Florida
$1.59M
Northern Trust
331
Northern Trust
Illinois
$1.57M
BFG
332
Berger Financial Group
Minnesota
$1.57M
BEI
333
Benjamin Edwards Inc
Missouri
$1.56M
AWM
334
AE Wealth Management
Kansas
$1.55M
MFGM
335
Marshall Financial Group (Maryland)
Maryland
$1.54M
HF
336
HRT Financial
New York
$1.5M
MS
337
Madden Securities
Texas
$1.5M
CPIG
338
Chicago Partners Investment Group
Illinois
$1.48M
SAG
339
SageView Advisory Group
California
$1.47M
TCM
340
Triumph Capital Management
Colorado
$1.46M
MSFS
341
Main Street Financial Solutions
Pennsylvania
$1.42M
CA
342
Calton & Associates
Florida
$1.42M
RA
343
RFG Advisory
Alabama
$1.4M
SOS
344
Silver Oak Securities
Tennessee
$1.37M
WWM
345
Wolff Wiese Magana
California
$1.37M
UCB
346
United Community Bank
South Carolina
$1.37M
TFM
347
Trademark Financial Management
Minnesota
$1.37M
TPCW
348
TD Private Client Wealth
New York
$1.36M
OCBCO
349
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M
SMG
350
Smart Money Group
Texas
$1.36M