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VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

54% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 339

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$852K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
401
Financial Synergies Wealth Advisors
Texas
$612K
QCIG
402
Quad-Cities Investment Group
Iowa
$611K
RFA
403
Resurgent Financial Advisors
Georgia
$601K
BCM
404
Beck Capital Management
Texas
$598K
KeyBank National Association
405
KeyBank National Association
Ohio
$593K
MGIA
406
Moneta Group Investment Advisors
Missouri
$581K
3F
407
360 Financial
Minnesota
$579K
BW
408
Balance Wealth
Ohio
$578K
IA
409
Integrity Alliance
Iowa
$572K
PTC
410
Private Trust Company
Ohio
$565K
CL
411
Choreo LLC
Illinois
$555K
SVWAG
412
Sound View Wealth Advisors Group
Georgia
$547K
GAM
413
Gotham Asset Management
New York
$546K
MFG
414
Merit Financial Group
Georgia
$544K
VCM
415
Vision Capital Management
Oregon
$540K
DA
416
Dash Acquisitions
California
$540K
AFP
417
Ausdal Financial Partners
Iowa
$539K
AC
418
Anson Capital
Georgia
$536K
Neuberger Berman Group
419
Neuberger Berman Group
New York
$532K
RA
420
RFG Advisory
Alabama
$532K
KA
421
Kovack Advisors
Florida
$526K
AAS
422
Ameritas Advisory Services
Nebraska
$525K
PGAM
423
Princeton Global Asset Management
New Jersey
$525K
BWM
424
Blossom Wealth Management
California
$524K
CIBC World Market
425
CIBC World Market
Ontario, Canada
$524K