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VanEck Morningstar Wide Moat ETF

707 hedge funds and large institutions have $6.8B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $7.74B → $6.8B (-$935M)

44% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 329

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
401
Beckerman Institutional
New Jersey
$679K
WPWM
402
Western Pacific Wealth Management
Illinois
$678K
OWA
403
OakTrust Wealth Advisors
Connecticut
$673K
AFP
404
ATX Financial Planning
Texas
$672K
WPW
405
Waldron Private Wealth
Pennsylvania
$668K
BW
406
BIP Wealth
Georgia
$667K
PFPG
407
Pinnacle Financial Partners (Georgia)
Georgia
$666K
CSP
408
Cary Street Partners
Virginia
$664K
MFG
409
Merit Financial Group
Georgia
$652K
CFS
410
Commonwealth Financial Services
West Virginia
$652K
US Bancorp
411
US Bancorp
Minnesota
$647K
IA
412
Integrity Alliance
Iowa
$646K
VDBMI
413
Van Den Berg Management I
Texas
$641K
IP
414
Indivisible Partners
Florida
$638K
KFA
415
Kapstone Financial Advisors
Ohio
$634K
SWA
416
Sax Wealth Advisors
New Jersey
$633K
AGP
417
Autumn Glory Partners
Texas
$632K
SWP
418
Strategic Wealth Partners
Ohio
$625K
PMG
419
ProVise Management Group
Florida
$617K
FSWA
420
Financial Synergies Wealth Advisors
Texas
$604K
MWM
421
Maridea Wealth Management
New York
$602K
MC
422
Moors & Cabot
Massachusetts
$601K
HIW
423
Holos Integrated Wealth
Pennsylvania
$598K
RFA
424
Resurgent Financial Advisors
Georgia
$583K
SWP
425
Sagespring Wealth Partners
Tennessee
$582K