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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
GSWM
676
Golden State Wealth Management
California
$18K
AWM
677
Abound Wealth Management
Tennessee
$17.8K
HCM
678
Hollencrest Capital Management
California
$17.6K
RMP
679
Richards, Merrill & Peterson
Washington
$17.6K
GTAM
680
Global Trust Asset Management
Florida
$17.6K
AWM
681
Angeles Wealth Management
California
$17K
RF
682
Rossby Financial
Florida
$16.9K
IWP
683
IAG Wealth Partners
Wisconsin
$15.8K
CAM
684
Creekmur Asset Management
Illinois
$14.5K
HCP
685
Hexagon Capital Partners
Arkansas
$10.9K
EWP
686
Elevation Wealth Partners
California
$7.48K
AIC
687
Archer Investment Corporation
Indiana
$7.3K
HCA
688
Heck Capital Advisors
Wisconsin
$6.6K
ITIM
689
Indiana Trust & Investment Management
Indiana
$6.34K
SS
690
SBI Securities
Japan
$6.16K
IWM
691
Inlight Wealth Management
Georgia
$5.98K
PA
692
Pineridge Advisors
Missouri
$5.44K
VWM
693
Valley Wealth Managers
New Jersey
$4.9K
MA
694
MCF Advisors
Kentucky
$3.34K
NMG
695
New Millennium Group
Utah
$2.73K
EWA
696
EverSource Wealth Advisors
Alabama
$1.8K
CT
697
Coastline Trust
Rhode Island
$528
RFG
698
REAP Financial Group
Texas
$440
IAA
699
Independent Advisor Alliance
North Carolina
BF
700
bLong Financial
Tennessee