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VanEck Morningstar Wide Moat ETF

721 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 224 increasing their positions, 299 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 funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$265M)

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: 224 | Existing positions reduced: 299

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
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
PFO
326
Pioneer Family Office
Florida
$1.4M
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$1.38M
SL
328
Sentinus LLC
Illinois
$1.37M
HP
329
Holistic Planning
Texas
$1.34M
FFG
330
Fiduciary Financial Group
California
$1.33M
WI
331
WBI Investments
New Jersey
$1.32M
WTC
332
WhitTier Trust Company
Nevada
$1.31M
MMM
333
Mendel Money Management
Illinois
$1.31M
PIA
334
Perennial Investment Advisors
California
$1.29M
CWA
335
Crux Wealth Advisors
California
$1.28M
JSW
336
Journey Strategic Wealth
New Jersey
$1.28M
SC
337
SouthState Corp
Florida
$1.28M
MFGM
338
Marshall Financial Group (Maryland)
Maryland
$1.26M
PI
339
PFG Investments
New York
$1.24M
PHS
340
Pekin Hardy Strauss
Illinois
$1.24M
BW
341
Balance Wealth
Ohio
$1.23M
JWCA
342
J.W. Cole Advisors
Florida
$1.22M
IC
343
IEQ Capital
California
$1.22M
CAM
344
Cozad Asset Management
Illinois
$1.21M
HBW
345
Hazlett, Burt & Watson
West Virginia
$1.2M
SC
346
Soundwatch Capital
Connecticut
$1.2M
CFG
347
Cornerstone Financial Group
Nebraska
$1.2M
PFA
348
Peak Financial Advisors
Colorado
$1.18M
ACM
349
AlphaStar Capital Management
North Carolina
$1.18M
JWBC
350
John W. Brooker & Co
California
$1.18M