We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

723 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 224 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$266M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

25% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 299

Holders
723
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Sagespring Wealth Partners
Tennessee
$372K
NFSG
502
Newbridge Financial Services Group
Florida
$368K
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$364K
NW
504
NewEdge Wealth
Pennsylvania
$360K
SW
505
Simplicity Wealth
New Jersey
$358K
APW
506
Aventura Private Wealth
Florida
$355K
MOS
507
MGO One Seven
Ohio
$353K
TPWA
508
TRUE Private Wealth Advisors
Oregon
$353K
RL
509
Retireful LLC
Michigan
$350K
SFG
510
Sovereign Financial Group
Connecticut
$349K
FC
511
Fairscale Capital
New Hampshire
$346K
QP
512
Quartz Partners
New York
$344K
NIM
513
Northeast Investment Management
Massachusetts
$343K
NIWA
514
New Insight Wealth Advisors
California
$343K
MFG
515
Mosaic Financial Group
Illinois
$342K
LSWP
516
Liberty Square Wealth Partners
Pennsylvania
$340K
WCM
517
Westend Capital Management
California
$339K
SWM
518
Spire Wealth Management
Virginia
$339K
MAS
519
Madden Advisory Services
Florida
$333K
DAS
520
Diversify Advisory Services
Utah
$332K
NF
521
NavPoint Financial
Minnesota
$328K
QCM
522
QRG Capital Management
Illinois
$327K
DWP
523
Destiny Wealth Partners
Florida
$327K
OCM
524
One Capital Management
California
$325K
MWM
525
Mission Wealth Management
California
$323K