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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
AB
501
Atlas Brown
Kentucky
$378K
JIC
502
Johnson Investment Counsel
Ohio
$377K
AIA
503
Accelerate Investment Advisors
California
$376K
PCIA
504
Prime Capital Investment Advisors
Kansas
$375K
EPW
505
Endeavor Private Wealth
Kansas
$370K
IIA
506
IPG Investment Advisors
California
$364K
PTC
507
Private Trust Company
Ohio
$363K
LFS
508
Legacy Financial Strategies
Kansas
$362K
WCG
509
Weaver Consulting Group
California
$359K
SFS
510
Stiles Financial Services
Minnesota
$357K
AWA
511
Arkadios Wealth Advisors
Georgia
$355K
LCWP
512
Legacy Capital Wealth Partners
Arkansas
$347K
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$333K
TW
514
TritonPoint Wealth
Maryland
$332K
BB
515
Bell Bank
North Dakota
$331K
SWM
516
Spire Wealth Management
Virginia
$328K
GC
517
GatePass Capital
Ohio
$327K
NFSG
518
Newbridge Financial Services Group
Florida
$326K
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$321K
BOH
520
Bank of Hawaii
Hawaii
$320K
FC
521
Fairscale Capital
New Hampshire
$314K
HNWA
522
Henrickson Nauta Wealth Advisors
Michigan
$312K
MAS
523
Madden Advisory Services
Florida
$309K
CCP
524
Clarity Capital Partners
California
$305K
RWA
525
Redhawk Wealth Advisors
Minnesota
$301K