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VanEck Morningstar Wide Moat ETF

686 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 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: 165 | Existing positions reduced: 363

Holders
686
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
PI
351
PFG Investments
New York
$1.11M
HWM
352
HB Wealth Management
Georgia
$1.1M
ACM
353
AlphaStar Capital Management
North Carolina
$1.09M
AF
354
Advisornet Financial
Minnesota
$1.08M
IWM
355
IMG Wealth Management
Florida
$1.07M
PHS
356
Pekin Hardy Strauss
Illinois
$1.05M
HCA
357
Heck Capital Advisors
Wisconsin
$1.05M
HBW
358
Hazlett, Burt & Watson
West Virginia
$1.04M
TFM
359
Trademark Financial Management
Minnesota
$1.03M
PWA
360
PCG Wealth Advisors
Kansas
$1.02M
MWA
361
Merkkuri Wealth Advisors
New York
$1.01M
TL
362
Tradewinds LLC
North Carolina
$1.01M
KFGK
363
Keystone Financial Group (Kentucky)
Kentucky
$986K
PG
364
Patten Group
Tennessee
$980K
ACA
365
Ascension Capital Advisors
Texas
$973K
KAS
366
KPP Advisory Services
Kentucky
$971K
MWM
367
Maridea Wealth Management
New York
$966K
PWP
368
Principle Wealth Partners
Connecticut
$966K
CRWM
369
Castle Rock Wealth Management
California
$960K
AIM
370
Advyzon Investment Management
Illinois
$958K
SMG
371
Smart Money Group
Texas
$945K
SIS
372
Strategic Investment Solutions
Illinois
$935K
AWA
373
ARQ Wealth Advisors
Arizona
$919K
RFP
374
Root Financial Partners
California
$905K
CA
375
Calton & Associates
Florida
$901K