MOAT icon

VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 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: 164 | Existing positions reduced: 362

Holders
682
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
HWM
351
HB Wealth Management
Georgia
$1.1M
ACM
352
AlphaStar Capital Management
North Carolina
$1.09M
AF
353
Advisornet Financial
Minnesota
$1.08M
IWM
354
IMG Wealth Management
Florida
$1.07M
PHS
355
Pekin Hardy Strauss
Illinois
$1.05M
HCA
356
Heck Capital Advisors
Wisconsin
$1.05M
HBW
357
Hazlett, Burt & Watson
West Virginia
$1.04M
TFM
358
Trademark Financial Management
Minnesota
$1.03M
PWA
359
PCG Wealth Advisors
Kansas
$1.02M
MWA
360
Merkkuri Wealth Advisors
New York
$1.01M
TL
361
Tradewinds LLC
North Carolina
$1.01M
KFGK
362
Keystone Financial Group (Kentucky)
Kentucky
$986K
PG
363
Patten Group
Tennessee
$980K
ACA
364
Ascension Capital Advisors
Texas
$973K
KAS
365
KPP Advisory Services
Kentucky
$971K
MWM
366
Maridea Wealth Management
New York
$966K
PWP
367
Principle Wealth Partners
Connecticut
$966K
CRWM
368
Castle Rock Wealth Management
California
$960K
AIM
369
Advyzon Investment Management
Illinois
$958K
SMG
370
Smart Money Group
Texas
$945K
SIS
371
Strategic Investment Solutions
Illinois
$935K
AWA
372
ARQ Wealth Advisors
Arizona
$919K
RFP
373
Root Financial Partners
California
$905K
CA
374
Calton & Associates
Florida
$901K
SA
375
Sovran Advisors
California
$891K