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VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

54% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 339

Holders
664
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
$852K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
351
Ritter Daniher Financial Advisory
Ohio
$968K
RFP
352
Root Financial Partners
California
$956K
SMG
353
Smart Money Group
Texas
$949K
CA
354
Calton & Associates
Florida
$939K
PWA
355
PCG Wealth Advisors
Kansas
$938K
IWM
356
IMG Wealth Management
Florida
$922K
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$916K
MWM
358
Maridea Wealth Management
New York
$911K
PM
359
Phraction Management
Connecticut
$901K
KWM
360
Kaydan Wealth Management
Michigan
$873K
MIH
361
Meitav Investment House
Israel
$858K
MWM
362
MGB Wealth Management
Texas
$852K
1IA
363
1620 Investment Advisors
Massachusetts
$842K
PAS
364
Park Avenue Securities
New York
$831K
MWA
365
Merkkuri Wealth Advisors
New York
$831K
WLPWM
366
Walled Lake Planning & Wealth Management
Illinois
$831K
LFG
367
Larson Financial Group
Missouri
$828K
OLA
368
Oliver Luxxe Assets
New Jersey
$827K
AIM
369
Anchor Investment Management
South Carolina
$825K
FCT
370
First Community Trust
Iowa
$817K
GS
371
GTS Securities
New York
$811K
SA
372
Sovran Advisors
California
$806K
SL
373
SWMG LLC
Texas
$802K
CWG
374
Cornerstone Wealth Group
North Carolina
$789K
PG
375
Patten Group
Tennessee
$772K