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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
376
Oliver Luxxe Assets
New Jersey
$827K -$97.9K -1,004 -11%
AIM
377
Anchor Investment Management
South Carolina
$825K -$30.2K -310 -4%
FCT
378
First Community Trust
Iowa
$817K
GS
379
GTS Securities
New York
$811K -$5M -51,261 -86%
SA
380
Sovran Advisors
California
$806K -$124K -1,271 -14%
SL
381
SWMG LLC
Texas
$802K +$53.5K +548 +8%
CWG
382
Cornerstone Wealth Group
North Carolina
$789K -$2.54K -26 -0.3%
PG
383
Patten Group
Tennessee
$772K -$259K -2,659 -25%
SWA
384
Sax Wealth Advisors
New Jersey
$757K -$39.9K -409 -5%
SIC
385
Samalin Investment Counsel
New York
$748K +$4.58K +47 +0.6%
RIA
386
Regal Investment Advisors
Michigan
$746K +$383K +3,925 +109%
UAG
387
United Advisor Group
Ohio
$737K -$42K -431 -5%
Citadel Advisors
388
Citadel Advisors
Florida
$725K -$3.25M -33,284 -82%
TWP
389
Triad Wealth Partners
Kansas
$724K +$417K +4,278 +142%
VR
390
Valued Retirements
Texas
$719K
GMA
391
Glassy Mountain Advisors
Maryland
$713K +$23.4K +240 +3%
FWA
392
FSC Wealth Advisors
New York
$704K -$56.6K -580 -8%
CFS
393
Commonwealth Financial Services
West Virginia
$702K -$62.7K -643 -8%
BI
394
Beckerman Institutional
New Jersey
$696K -$31.1K -319 -4%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$693K -$97.8K -1,003 -13%
US Bancorp
396
US Bancorp
Minnesota
$688K -$44.3K -454 -6%
EPW
397
Endeavor Private Wealth
Kansas
$687K +$56.6K +580 +9%
WPWM
398
Western Pacific Wealth Management
Illinois
$681K -$107K -1,100 -14%
VDBMI
399
Van Den Berg Management I
Texas
$678K -$15.6K -160 -2%
AGP
400
Autumn Glory Partners
Texas
$659K +$395K +4,050 +156%