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VanEck Morningstar Wide Moat ETF

697 hedge funds and large institutions have $7.99B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 301 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10291 (-11)

12% less capital invested

Capital invested by funds: $9.1B → $7.99B (-$1.11B)

27% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 301

Holders
697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.26M
Puts
$827K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
376
Goldman Sachs
New York
$1.07M
PI
377
PFG Investments
New York
$1.06M
SL
378
Sentinus LLC
Illinois
$1.06M
CIBC World Market
379
CIBC World Market
Ontario, Canada
$1.03M
OLA
380
Oliver Luxxe Assets
New Jersey
$1.01M
PWA
381
PCG Wealth Advisors
Kansas
$995K
ACM
382
AlphaStar Capital Management
North Carolina
$990K
JWCA
383
J.W. Cole Advisors
Florida
$978K
KFGK
384
Keystone Financial Group (Kentucky)
Kentucky
$950K
CRWM
385
Castle Rock Wealth Management
California
$947K
CL
386
Choreo LLC
Illinois
$947K
Natixis Advisors
387
Natixis Advisors
Massachusetts
$938K
PWP
388
Principle Wealth Partners
Connecticut
$923K
AIM
389
Advyzon Investment Management
Illinois
$919K
AWA
390
ARQ Wealth Advisors
Arizona
$919K
US Bancorp
391
US Bancorp
Minnesota
$912K
PM
392
Phraction Management
Connecticut
$910K
UAG
393
United Advisor Group
Ohio
$904K
MWM
394
MGB Wealth Management
Texas
$896K
ACA
395
Ascension Capital Advisors
Texas
$889K
NP
396
Nilsine Partners
Colorado
$881K
SIS
397
Strategic Investment Solutions
Illinois
$881K
PHS
398
Pekin Hardy Strauss
Illinois
$867K
RFP
399
Root Financial Partners
California
$861K
SIC
400
Samalin Investment Counsel
New York
$852K