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VanEck Morningstar Wide Moat ETF

717 hedge funds and large institutions have $6.95B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 187 increasing their positions, 332 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 53

0.8% less ownership

Funds ownership: 60.51%59.71% (-0.8%)

1% less funds holding

Funds holding: 724717 (-7)

7% less funds holding in top 10

Funds holding in top 10: 6964 (-5)

10% less capital invested

Capital invested by funds: $7.75B → $6.95B (-$797M)

44% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 332

Holders
717
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
8.83%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
0.79%
New
59
Increased
187
Reduced
332
Closed
53
Calls
$203K
Puts
Net Calls
+$203K
Net Calls Change
+$245K
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
701
Ogorek Anthony Joseph
New York
$7K
DJSG
702
D.J. St. Germain
Massachusetts
$6.29K +$6.74K +65 New
PIS
703
POM Investment Strategies
North Carolina
$5.42K +$5.8K +56 New
RF
704
RetireMitten Financial
Michigan
$5.32K +$5.7K +55 New
FFL
705
Financial Freedom LLC
Ohio
$5.22K +$5.6K +54 New
GG
706
Gleason Group
Kentucky
$4.83K +$5.18K +50 New
MCRM
707
Midway Capital Research & Management
Illinois
$3.87K +$4.15K +40 New
HPC
708
HM Payson & Co
Maine
$3.19K
BA
709
Ballast Advisors
Minnesota
$2.8K +$3.01K +29 New
LA
710
LM Advisors
California
$2.74K +$2.28K +22 +9%
GWS
711
Greykasell Wealth Strategies
California
$1.76K
BL
712
BFSG LLC
California
$1.55K -$829 -8 -33%
CBT
713
Crews Bank & Trust
Florida
$1.55K
OCM
714
Orion Capital Management
California
$1.35K
EPIM
715
Evelyn Partners Investment Management
$967
CT
716
Coastline Trust
Rhode Island
$580 -$13.7K -132 -96%
AF
717
Alerus Financial
North Dakota
$484
VWM
718
Valley Wealth Managers
New Jersey
$99
MIM
719
Morningstar Investment Management
Illinois
-$8.05M -77,770 Closed
TI
720
TTP Investments
California
-$6.51M -62,880 Closed
Mawer Investment Management
721
Mawer Investment Management
Alberta, Canada
-$3.73M -36,020 Closed
BMCM
722
Burns Matteson Capital Management
New York
-$3.63M -35,039 Closed
LOIM
723
Liberty One Investment Management
Illinois
-$1.92M -18,498 Closed
WI
724
WBI Investments
New Jersey
-$1.32M -12,766 Closed
EPW
725
Endeavor Private Wealth
Kansas
-$806K -7,786 Closed