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VanEck Morningstar Wide Moat ETF

707 hedge funds and large institutions have $6.8B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $7.74B → $6.8B (-$935M)

44% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 329

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
351
Principle Wealth Partners
Connecticut
$1M
BWM
352
BCS Wealth Management
Tennessee
$985K
SIS
353
Strategic Investment Solutions
Illinois
$963K
CRWM
354
Castle Rock Wealth Management
California
$953K
KAS
355
KPP Advisory Services
Kentucky
$952K
AF
356
Advisornet Financial
Minnesota
$952K
SWM
357
SK Wealth Management
Rhode Island
$948K
RFP
358
Root Financial Partners
California
$948K
ACS
359
Archford Capital Strategies
Illinois
$946K
PWM
360
Parkway Wealth Management
Texas
$935K
PFA
361
Peak Financial Advisors
Colorado
$923K
HWM
362
HB Wealth Management
Georgia
$902K
PM
363
Phraction Management
Connecticut
$879K
QT
364
Quantbot Technologies
New York
$870K
KWM
365
Kaydan Wealth Management
Michigan
$852K
SMG
366
Smart Money Group
Texas
$849K
1IA
367
1620 Investment Advisors
Massachusetts
$842K
MIH
368
Meitav Investment House
Israel
$838K
HPCM
369
Hunter Perkins Capital Management
Illinois
$829K
RDFA
370
Ritter Daniher Financial Advisory
Ohio
$826K
CWG
371
Cornerstone Wealth Group
North Carolina
$814K
JWBC
372
John W. Brooker & Co
California
$812K
ACA
373
Ascension Capital Advisors
Texas
$809K
PWA
374
PCG Wealth Advisors
Kansas
$802K
XT
375
XTX Topco
Cayman Islands
$800K