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VanEck Morningstar Wide Moat ETF

684 hedge funds and large institutions have $7.54B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 165 increasing their positions, 362 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 9175 (-16)

54% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 362

Holders
684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
651
Cherry Tree Wealth Management
Minnesota
$19.6K
GSWM
652
Golden State Wealth Management
California
$19.1K
GEA
653
Glen Eagle Advisors
New Jersey
$18.8K
HCM
654
Hollencrest Capital Management
California
$18.8K
RF
655
Rossby Financial
Florida
$18.6K
AWM
656
Angeles Wealth Management
California
$18.2K
NRG
657
Nemes Rush Group
Michigan
$17.6K
CWP
658
Concord Wealth Partners
Virginia
$17.5K
OAJ
659
Ogorek Anthony Joseph
New York
$16K
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$15.8K
CAM
661
Creekmur Asset Management
Illinois
$15.5K
AW
662
Avion Wealth
Texas
$15K
Qube Research & Technologies (QRT)
663
Qube Research & Technologies (QRT)
United Kingdom
$14.9K
PWAM
664
Private Wealth Asset Management
Iowa
$12.4K
AG
665
AmeriFlex Group
Nevada
$11.6K
MAWAG
666
Mid-American Wealth Advisory Group
Missouri
$11.4K
IWP
667
IAG Wealth Partners
Wisconsin
$10.8K
TPWA
668
Twin Peaks Wealth Advisors
California
$9.13K
BF
669
BOK Financial
Oklahoma
$8.72K
BL
670
BFSG LLC
California
$8.44K
EWP
671
Elevation Wealth Partners
California
$7.97K
AIC
672
Archer Investment Corporation
Indiana
$7.79K
MA
673
MCF Advisors
Kentucky
$7.6K
ITIM
674
Indiana Trust & Investment Management
Indiana
$6.75K
IWM
675
Inlight Wealth Management
Georgia
$6.38K