MOAT icon

VanEck Morningstar Wide Moat ETF

721 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 224 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$265M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

25% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 299

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
SK Wealth Management
Rhode Island
$1.17M
WF
352
Warner Financial
Maryland
$1.17M
CSP
353
Cary Street Partners
Virginia
$1.17M
EA
354
Echo45 Advisors
California
$1.17M
HCA
355
Heck Capital Advisors
Wisconsin
$1.16M
BNMT
356
Bawa N Mallick Trust
New York
$1.14M
RWA
357
Rooted Wealth Advisors
Illinois
$1.13M
PAS
358
Park Avenue Securities
New York
$1.11M
WA
359
Whipplewood Advisors
Colorado
$1.11M
KFGK
360
Keystone Financial Group (Kentucky)
Kentucky
$1.1M
PWP
361
Principle Wealth Partners
Connecticut
$1.07M
ACS
362
Archford Capital Strategies
Illinois
$1.06M
TFM
363
Trademark Financial Management
Minnesota
$1.06M
AF
364
Advisornet Financial
Minnesota
$1.05M
SIS
365
Strategic Investment Solutions
Illinois
$1.03M
CRWM
366
Castle Rock Wealth Management
California
$1.03M
KAS
367
KPP Advisory Services
Kentucky
$1.02M
PWM
368
Parkway Wealth Management
Texas
$1.01M
RFP
369
Root Financial Partners
California
$999K
HWM
370
HB Wealth Management
Georgia
$976K
PWA
371
PCG Wealth Advisors
Kansas
$970K
CA
372
Calton & Associates
Florida
$956K
PM
373
Phraction Management
Connecticut
$942K
SMG
374
Smart Money Group
Texas
$931K
Barclays
375
Barclays
United Kingdom
$922K