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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
PTC
426
Private Trust Company
Ohio
$632K
KDA
427
Kraft Davis & Associates
Missouri
$631K
QCIG
428
Quad-Cities Investment Group
Iowa
$631K
RFA
429
Resurgent Financial Advisors
Georgia
$625K
KeyBank National Association
430
KeyBank National Association
Ohio
$619K
GCP
431
Guardian Capital (Pennsylvania)
Pennsylvania
$618K
CAM
432
Cresset Asset Management
Illinois
$603K
HNWA
433
Henrickson Nauta Wealth Advisors
Michigan
$597K
3F
434
360 Financial
Minnesota
$597K
GWSG
435
GPS Wealth Strategies Group
Colorado
$591K
LPT
436
Legacy Private Trust
Wisconsin
$589K
DCM
437
Dorato Capital Management
Colorado
$587K
WAG
438
Wilkerson Advisory Group
Missouri
$586K
MWA
439
Merkkuri Wealth Advisors
New York
$583K
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$583K
IWM
441
IMG Wealth Management
Florida
$572K
GAM
442
Gotham Asset Management
New York
$571K
VCM
443
Vision Capital Management
Oregon
$565K
DA
444
Dash Acquisitions
California
$562K
AWA
445
Arkadios Wealth Advisors
Georgia
$561K
BCM
446
Beck Capital Management
Texas
$558K
AC
447
Anson Capital
Georgia
$554K
GMA
448
Glassy Mountain Advisors
Maryland
$551K
CIBC World Market
449
CIBC World Market
Ontario, Canada
$543K
BWM
450
Blossom Wealth Management
California
$540K