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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
676
SouthState Corp
Florida
$793
CT
677
Coastline Trust
Rhode Island
$595
AF
678
Alerus Financial
North Dakota
$496
RFG
679
REAP Financial Group
Texas
$496
VWM
680
Valley Wealth Managers
New Jersey
$168 -$31.7K -325 -99%
SAW
681
Signal Advisors Wealth
Michigan
-$23.4M -250,011 Closed
AO
682
Advisor OS
Illinois
-$5.3M -56,481 Closed
MWM
683
MinichMacGregor Wealth Management
New York
-$3.89M -41,510 Closed
UCB
684
United Community Bank
South Carolina
-$1.46M -15,600 Closed
EE
685
EWG Elevate
California
-$1.38M -14,666 Closed
TL
686
Tradewinds LLC
North Carolina
-$1.01M -10,784 Closed
MYIA
687
Mount Yale Investment Advisors
Colorado
-$627K -6,690 Closed
OCBCO
688
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$568K -6,061 Closed
MWM
689
Mission Wealth Management
California
-$550K -5,869 Closed
IWM
690
Iams Wealth Management
Nebraska
-$479K -5,105 Closed
BAM
691
Belpointe Asset Management
Nevada
-$454K -4,838 Closed
Nomura Asset Management
692
Nomura Asset Management
Japan
-$416K -4,438 Closed
WCG
693
Weaver Consulting Group
California
-$382K -4,077 Closed
RWA
694
Redhawk Wealth Advisors
Minnesota
-$301K -3,209 Closed
TNA
695
True North Advisors
Texas
-$281K -2,994 Closed
TSS
696
Two Sigma Securities
New York
-$265K -2,830 Closed
VA
697
Valmark Advisers
Ohio
-$246K -2,623 Closed
WAG
698
Winthrop Advisory Group
Massachusetts
-$222K -2,364 Closed
AAP
699
Arax Advisory Partners
Colorado
-$220K -2,344 Closed
CIM
700
Cambria Investment Management
California
-$202K -2,153 Closed