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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
476
New Insight Wealth Advisors
California
$350K -$14.9K -153 -4%
JIC
477
Johnson Investment Counsel
Ohio
$349K -$73.7K -755 -18%
SWP
478
Sagespring Wealth Partners
Tennessee
$345K -$1.76K -18 -0.5%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$343K -$118K -1,213 -26%
APW
480
Aventura Private Wealth
Florida
$340K
AFA
481
Arlington Financial Advisors
California
$335K +$330K +3,382 New
SFG
482
Sovereign Financial Group
Connecticut
$334K -$516K -5,285 -61%
DAS
483
Diversify Advisory Services
Utah
$332K +$5.66K +58 +2%
SWM
484
Spire Wealth Management
Virginia
$330K +$23.3K +239 +8%
SW
485
Simplicity Wealth
New Jersey
$330K +$324K +3,325 New
NIM
486
Northeast Investment Management
Massachusetts
$329K
VCM
487
Vivaldi Capital Management
Illinois
$328K
LSWP
488
Liberty Square Wealth Partners
Pennsylvania
$325K
WCM
489
Westend Capital Management
California
$325K
ASN
490
Advisory Services Network
Georgia
$320K -$15.4K -158 -5%
MAS
491
Madden Advisory Services
Florida
$320K -$23.2K -238 -7%
Financial Engines Advisors
492
Financial Engines Advisors
California
$316K
AG
493
AmeriFlex Group
Nevada
$314K +$296K +3,039 +2,431%
QCM
494
QRG Capital Management
Illinois
$313K -$29.9K -307 -9%
BC
495
Barnett & Company
Tennessee
$308K -$13.2K -135 -4%
BCA
496
Bay Capital Advisors
Virginia
$308K
FCH
497
Freestone Capital Holdings
Washington
$308K +$65.3K +669 +27%
DWP
498
Destiny Wealth Partners
Florida
$302K +$298K +3,051 New
DWM
499
Drive Wealth Management
Utah
$301K -$17.9K -183 -6%
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$300K