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VanEck Morningstar Wide Moat ETF

721 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 105 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 (+$265M)

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
721
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
NFSG
501
Newbridge Financial Services Group
Florida
$368K
PFGIA
502
Patriot Financial Group Insurance Agency
Massachusetts
$364K
NW
503
NewEdge Wealth
Pennsylvania
$360K
SW
504
Simplicity Wealth
New Jersey
$358K
APW
505
Aventura Private Wealth
Florida
$355K
MOS
506
MGO One Seven
Ohio
$353K
TPWA
507
TRUE Private Wealth Advisors
Oregon
$353K
RL
508
Retireful LLC
Michigan
$350K
SFG
509
Sovereign Financial Group
Connecticut
$349K
FC
510
Fairscale Capital
New Hampshire
$346K
QP
511
Quartz Partners
New York
$344K
NIM
512
Northeast Investment Management
Massachusetts
$343K
NIWA
513
New Insight Wealth Advisors
California
$343K
MFG
514
Mosaic Financial Group
Illinois
$342K
LSWP
515
Liberty Square Wealth Partners
Pennsylvania
$340K
WCM
516
Westend Capital Management
California
$339K
SWM
517
Spire Wealth Management
Virginia
$339K
MAS
518
Madden Advisory Services
Florida
$333K
DAS
519
Diversify Advisory Services
Utah
$332K
NF
520
NavPoint Financial
Minnesota
$328K
QCM
521
QRG Capital Management
Illinois
$327K
DWP
522
Destiny Wealth Partners
Florida
$327K
OCM
523
One Capital Management
California
$325K
MWM
524
Mission Wealth Management
California
$323K
BCA
525
Bay Capital Advisors
Virginia
$323K