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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Advisornet Financial
Minnesota
$1.03M -$114K -1,172 -10%
KAS
352
KPP Advisory Services
Kentucky
$1.03M
ACS
353
Archford Capital Strategies
Illinois
$1.02M -$2.38M -24,361 -70%
PWP
354
Principle Wealth Partners
Connecticut
$1.02M
ACA
355
Ascension Capital Advisors
Texas
$1.01M -$17.8K -182 -2%
CRWM
356
Castle Rock Wealth Management
California
$1M
BFF
357
Byrne Financial Freedom
Massachusetts
$997K -$2.54M -26,033 -72%
SIS
358
Strategic Investment Solutions
Illinois
$988K -$683 -7 -0.1%
RDFA
359
Ritter Daniher Financial Advisory
Ohio
$968K +$952K +9,764 New
RFP
360
Root Financial Partners
California
$956K
SMG
361
Smart Money Group
Texas
$949K -$48.6K -498 -5%
CA
362
Calton & Associates
Florida
$939K -$13.2K -135 -1%
PWA
363
PCG Wealth Advisors
Kansas
$938K -$138K -1,419 -13%
IWM
364
IMG Wealth Management
Florida
$922K -$207K -2,120 -19%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$916K -$16.9M -173,293 -95%
MWM
366
Maridea Wealth Management
New York
$911K -$130K -1,328 -13%
PM
367
Phraction Management
Connecticut
$901K
KWM
368
Kaydan Wealth Management
Michigan
$873K
MIH
369
Meitav Investment House
Israel
$858K +$341K +3,496 +67%
MWM
370
MGB Wealth Management
Texas
$852K -$6.83K -70 -0.8%
1IA
371
1620 Investment Advisors
Massachusetts
$842K +$38.7K +397 +5%
PAS
372
Park Avenue Securities
New York
$831K -$31.8K -326 -4%
MWA
373
Merkkuri Wealth Advisors
New York
$831K -$234K -2,400 -22%
WLPWM
374
Walled Lake Planning & Wealth Management
Illinois
$831K +$18.9K +194 +2%
LFG
375
Larson Financial Group
Missouri
$828K -$13.5K -138 -2%