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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
STA
476
Smith Thornton Advisors
Alabama
$437K
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$437K
KA
478
Kovack Advisors
Florida
$433K
TPWA
479
TRUE Private Wealth Advisors
Oregon
$431K
JIP
480
Jaffetilchin Investment Partners
Florida
$429K
CPP
481
Capasso Planning Partners
South Carolina
$427K
KTM
482
Keeler Thomas Management
Utah
$427K
SC
483
Savant Capital
Illinois
$425K
FZCM
484
Flynn Zito Capital Management
New York
$423K
ACM
485
Advisors Capital Management
New Jersey
$420K
CFS
486
Commonwealth Financial Services
West Virginia
$420K
BWM
487
Blossom Wealth Management
California
$419K
IWC
488
Integrated Wealth Concepts
Massachusetts
$415K
CG
489
CFO4Life Group
Texas
$412K
STCOSD
490
Sageworth Trust Company of South Dakota
South Dakota
$412K
WF
491
Welch & Forbes
Massachusetts
$410K
TPBG
492
Turning Point Benefit Group
Maryland
$400K
MGIA
493
Moneta Group Investment Advisors
Missouri
$400K
SWP
494
Sagespring Wealth Partners
Tennessee
$399K
LC
495
Landaas & Company
Wisconsin
$395K
IF
496
Intrua Financial
Texas
$392K
FCM
497
Family Capital Management
Michigan
$392K
Nomura Asset Management
498
Nomura Asset Management
Japan
$391K
DFA
499
DHJJ Financial Advisors
Illinois
$385K
HSA
500
HBK Sorce Advisory
Pennsylvania
$380K