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VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

54% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 339

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$852K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMF
501
Red Mountain Financial
Colorado
$281K
XT
502
XTX Topco
Cayman Islands
$280K
CG
503
Clarus Group
Texas
$279K
OSNBOA
504
Old Second National Bank of Aurora
Illinois
$278K
SPI
505
Santori & Peters Inc
Pennsylvania
$277K
CA
506
CapWealth Advisors
Tennessee
$276K
WF
507
Whelan Financial
California
$274K
EWA
508
Emergent Wealth Advisors
New York
$273K
EWA
509
EverSource Wealth Advisors
Alabama
$271K
AWA
510
Arete Wealth Advisors
Illinois
$270K
FAT
511
First American Trust
California
$270K
TIAA Trust, National Association
512
TIAA Trust, National Association
North Carolina
$268K
BlackRock
513
BlackRock
New York
$268K
ESB
514
Essex Savings Bank
Connecticut
$268K
CANC
515
Culbertson A N & Co
Virginia
$268K
OCM
516
One Capital Management
California
$266K
MW
517
Members Wealth
Pennsylvania
$266K
TW
518
TritonPoint Wealth
Maryland
$264K
CIC
519
Carnegie Investment Counsel
Ohio
$263K
GC
520
GatePass Capital
Ohio
$262K
RMDI
521
R.M. Davis Inc
Maine
$260K
PFA
522
Pure Financial Advisors
California
$257K
SFS
523
Sowell Financial Services
Arkansas
$257K
SM
524
Sensible Money
Arizona
$257K
SCA
525
Snowden Capital Advisors
New York
$250K