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VanEck Morningstar Wide Moat ETF

723 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 224 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$266M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

25% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 299

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
401
Kingsview Wealth Management
Oregon
$772K
UAG
402
United Advisor Group
Ohio
$770K
FPAS
403
Focus Partners Advisor Solutions
Missouri
$770K
LC
404
Lavelle Capital
California
$755K
WPW
405
Waldron Private Wealth
Pennsylvania
$749K
RIA
406
Regal Investment Advisors
Michigan
$748K
US Bancorp
407
US Bancorp
Minnesota
$731K
BI
408
Beckerman Institutional
New Jersey
$727K
WPWM
409
Western Pacific Wealth Management
Illinois
$723K
VDBMI
410
Van Den Berg Management I
Texas
$715K
CFS
411
Commonwealth Financial Services
West Virginia
$698K
EGM
412
Engineers Gate Manager
New York
$693K
IP
413
Indivisible Partners
Florida
$684K
PFPG
414
Pinnacle Financial Partners (Georgia)
Georgia
$684K
AGP
415
Autumn Glory Partners
Texas
$677K
MC
416
Moors & Cabot
Massachusetts
$674K
SWP
417
Strategic Wealth Partners
Ohio
$672K
MGIA
418
Moneta Group Investment Advisors
Missouri
$661K
PMG
419
ProVise Management Group
Florida
$661K
PG
420
Patten Group
Tennessee
$660K
IA
421
Integrity Alliance
Iowa
$653K
MFG
422
Merit Financial Group
Georgia
$653K
TC
423
TFR Capital
Texas
$653K
FSWA
424
Financial Synergies Wealth Advisors
Texas
$647K
OWA
425
OakTrust Wealth Advisors
Connecticut
$643K