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VanEck Morningstar Wide Moat ETF

671 hedge funds and large institutions have $7.46B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 158 increasing their positions, 343 reducing their positions, and 38 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: 158 | Existing positions reduced: 343

Holders
671
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
ACA
351
Ascension Capital Advisors
Texas
$1.01M
CRWM
352
Castle Rock Wealth Management
California
$1M
BFF
353
Byrne Financial Freedom
Massachusetts
$997K
SIS
354
Strategic Investment Solutions
Illinois
$988K
RDFA
355
Ritter Daniher Financial Advisory
Ohio
$968K
RFP
356
Root Financial Partners
California
$956K
SMG
357
Smart Money Group
Texas
$949K
CA
358
Calton & Associates
Florida
$939K
PWA
359
PCG Wealth Advisors
Kansas
$938K
IWM
360
IMG Wealth Management
Florida
$922K
Thrivent Financial for Lutherans
361
Thrivent Financial for Lutherans
Minnesota
$916K
MWM
362
Maridea Wealth Management
New York
$911K
PM
363
Phraction Management
Connecticut
$901K
KWM
364
Kaydan Wealth Management
Michigan
$873K
MIH
365
Meitav Investment House
Israel
$858K
MWM
366
MGB Wealth Management
Texas
$852K
1IA
367
1620 Investment Advisors
Massachusetts
$842K
PAS
368
Park Avenue Securities
New York
$831K
MWA
369
Merkkuri Wealth Advisors
New York
$831K
WLPWM
370
Walled Lake Planning & Wealth Management
Illinois
$831K
LFG
371
Larson Financial Group
Missouri
$828K
OLA
372
Oliver Luxxe Assets
New Jersey
$827K
AIM
373
Anchor Investment Management
South Carolina
$825K
FCT
374
First Community Trust
Iowa
$817K
GS
375
GTS Securities
New York
$811K