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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
FPAS
451
Focus Partners Advisor Solutions
Missouri
$522K
BW
452
Balance Wealth
Ohio
$519K
FHA
453
Flagship Harbor Advisors
Massachusetts
$519K
FHC
454
First Heartland Consultants
Missouri
$514K
SF
455
Synovus Financial
Georgia
$508K
EA
456
Eclectic Associates
California
$505K
SVWAG
457
Sound View Wealth Advisors Group
Georgia
$500K
NS
458
NBC Securities
Alabama
$499K
AC
459
Anson Capital
Georgia
$493K
XT
460
XTX Topco
Cayman Islands
$492K
GAM
461
Gotham Asset Management
New York
$485K
DA
462
Dash Acquisitions
California
$484K
VCM
463
Vision Capital Management
Oregon
$480K
SWMG
464
Stillwater Wealth Management Group
Florida
$478K
SEP
465
Southland Equity Partners
Missouri
$473K
NIWA
466
New Insight Wealth Advisors
California
$466K
KWM
467
Kingsview Wealth Management
Oregon
$465K
PA
468
PFG Advisors
Arizona
$460K
ADL
469
Asset Dedication LLC
California
$457K
MCC
470
Money Concepts Capital
Florida
$457K
FWP
471
FAS Wealth Partners
Kansas
$447K
VCM
472
Virtue Capital Management
Tennessee
$446K
BJL
473
Brighton Jones LLC
Washington
$444K
QEI
474
QSV Equity Investors
Illinois
$440K
IWM
475
Iams Wealth Management
Nebraska
$440K