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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
SF
401
Synovus Financial
Georgia
$656K +$93.7K +961 +17%
PMG
402
ProVise Management Group
Florida
$652K -$19K -195 -3%
TC
403
TFR Capital
Texas
$650K -$5.95K -61 -0.9%
MC
404
Moors & Cabot
Massachusetts
$645K +$1.95K +20 +0.3%
HF
405
HRT Financial
New York
$639K +$630K +6,454 New
IWC
406
Integrated Wealth Concepts
Massachusetts
$627K -$16.6K -170 -3%
LPT
407
Legacy Private Trust
Wisconsin
$625K -$107K -1,093 -15%
LA
408
LexAurum Advisors
Kansas
$613K -$729K -7,472 -55%
FSWA
409
Financial Synergies Wealth Advisors
Texas
$612K
QCIG
410
Quad-Cities Investment Group
Iowa
$611K +$60.8K +623 +11%
RFA
411
Resurgent Financial Advisors
Georgia
$601K -$67.7K -694 -10%
BCM
412
Beck Capital Management
Texas
$598K -$1.07K -11 -0.2%
KeyBank National Association
413
KeyBank National Association
Ohio
$593K +$162K +1,658 +38%
MGIA
414
Moneta Group Investment Advisors
Missouri
$581K +$135K +1,385 +31%
3F
415
360 Financial
Minnesota
$579K -$9.27K -95 -2%
BW
416
Balance Wealth
Ohio
$578K -$8.49K -87 -1%
IA
417
Integrity Alliance
Iowa
$572K -$16.7K -171 -3%
PTC
418
Private Trust Company
Ohio
$565K -$146K -1,500 -21%
CL
419
Choreo LLC
Illinois
$555K -$240K -2,457 -31%
SVWAG
420
Sound View Wealth Advisors Group
Georgia
$547K -$5.66K -58 -1%
GAM
421
Gotham Asset Management
New York
$546K
MFG
422
Merit Financial Group
Georgia
$544K -$87.9K -901 -14%
VCM
423
Vision Capital Management
Oregon
$540K
DA
424
Dash Acquisitions
California
$540K
AFP
425
Ausdal Financial Partners
Iowa
$539K -$92K -943 -15%