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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$57.5M
JFA
27
JNBA Financial Advisors
Minnesota
$57.2M
WMWM
28
Whitaker-Myers Wealth Managers
Ohio
$54.5M
HighTower Advisors
29
HighTower Advisors
Illinois
$54.3M
SWA
30
SFMG Wealth Advisors
Texas
$53.1M
OIA
31
OneDigital Investment Advisors
Kansas
$53.1M
AF
32
Apexium Financial
Texas
$50.9M
VCM
33
Verde Capital Management
Michigan
$49.2M
KLI
34
Kelman-Lazarov Inc
Tennessee
$47.3M
RCG
35
Regatta Capital Group
California
$47M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$46.9M
CI
37
Ceera Investments
Texas
$46.1M
FIBT
38
First International Bank & Trust
North Dakota
$44.7M
Stifel Financial
39
Stifel Financial
Missouri
$44.2M
TWM
40
Tanager Wealth Management
United Kingdom
$43.6M
LS
41
Leelyn Smith
Illinois
$43M
PAG
42
Private Advisor Group
New Jersey
$41.8M
CFA
43
Cahill Financial Advisors
Minnesota
$39.9M
FMN
44
Financial Management Network
California
$39.5M
TI
45
TTP Investments
California
$38M
HG
46
Harbor Group
New Hampshire
$36M
SI
47
Stephens Inc
Arkansas
$35.1M
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$33.7M
SAM
49
Summit Asset Management
Tennessee
$32.8M
GCM
50
G2 Capital Management
Ohio
$32.3M