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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
WLPWM
401
Walled Lake Planning & Wealth Management
Illinois
$848K
SA
402
Sovran Advisors
California
$844K
SC
403
Soundwatch Capital
Connecticut
$842K
MWM
404
Mission Wealth Management
California
$840K
LFG
405
Larson Financial Group
Missouri
$825K
SBWIC
406
Schaper Benz & Wise Investment Counsel
Wisconsin
$808K
SFG
407
Sovereign Financial Group
Connecticut
$803K
AIM
408
Anchor Investment Management
South Carolina
$783K
KWM
409
Kaydan Wealth Management
Michigan
$775K
SMAM
410
Sugar Maple Asset Management
Wisconsin
$755K
CWG
411
Cornerstone Wealth Group
North Carolina
$741K
OP
412
ORG Partners
Indiana
$734K
HWM
413
HB Wealth Management
Georgia
$734K
MW
414
Members Wealth
Pennsylvania
$732K
TC
415
TownSquare Capital
Utah
$728K
FCT
416
First Community Trust
Iowa
$725K
TC
417
Trilogy Capital
California
$725K
AGP
418
Autumn Glory Partners
Texas
$715K
SWA
419
Sax Wealth Advisors
New Jersey
$708K
TC
420
TFR Capital
Texas
$705K
RFA
421
Resurgent Financial Advisors
Georgia
$698K
PMG
422
ProVise Management Group
Florida
$684K
1IA
423
1620 Investment Advisors
Massachusetts
$684K
WCM
424
WealthBridge Capital Management
Ohio
$678K
FWA
425
FSC Wealth Advisors
New York
$678K