MOAT icon

VanEck Morningstar Wide Moat ETF

711 hedge funds and large institutions have $7.71B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 224 increasing their positions, 295 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:

3% more capital invested

Capital invested by funds: $7.46B → $7.71B (+$253M)

12% less call options, than puts

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

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 295

Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
RWA
351
Rooted Wealth Advisors
Illinois
$1.13M
PAS
352
Park Avenue Securities
New York
$1.11M
WA
353
Whipplewood Advisors
Colorado
$1.11M
KFGK
354
Keystone Financial Group (Kentucky)
Kentucky
$1.1M
PWP
355
Principle Wealth Partners
Connecticut
$1.07M
ACS
356
Archford Capital Strategies
Illinois
$1.06M
TFM
357
Trademark Financial Management
Minnesota
$1.06M
AF
358
Advisornet Financial
Minnesota
$1.05M
SIS
359
Strategic Investment Solutions
Illinois
$1.03M
CRWM
360
Castle Rock Wealth Management
California
$1.03M
KAS
361
KPP Advisory Services
Kentucky
$1.02M
PWM
362
Parkway Wealth Management
Texas
$1.01M
RFP
363
Root Financial Partners
California
$999K
HWM
364
HB Wealth Management
Georgia
$976K
PWA
365
PCG Wealth Advisors
Kansas
$970K
CA
366
Calton & Associates
Florida
$956K
PM
367
Phraction Management
Connecticut
$942K
SMG
368
Smart Money Group
Texas
$931K
Barclays
369
Barclays
United Kingdom
$922K
KWM
370
Kaydan Wealth Management
Michigan
$912K
RDFA
371
Ritter Daniher Financial Advisory
Ohio
$901K
1IA
372
1620 Investment Advisors
Massachusetts
$900K
MWM
373
MGB Wealth Management
Texas
$898K
CWMK
374
Caliber Wealth Management (Kansas)
Kansas
$896K
MIH
375
Meitav Investment House
Israel
$895K