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VanEck Morningstar Wide Moat ETF

707 hedge funds and large institutions have $6.8B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $7.74B → $6.8B (-$935M)

44% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 329

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
701
Greykasell Wealth Strategies
California
$1.76K
BL
702
BFSG LLC
California
$1.55K
CBT
703
Crews Bank & Trust
Florida
$1.55K
OCM
704
Orion Capital Management
California
$1.35K
EPIM
705
Evelyn Partners Investment Management
$967
CT
706
Coastline Trust
Rhode Island
$580
AF
707
Alerus Financial
North Dakota
$484
VWM
708
Valley Wealth Managers
New Jersey
$99
MIM
709
Morningstar Investment Management
Illinois
TI
710
TTP Investments
California
Mawer Investment Management
711
Mawer Investment Management
Alberta, Canada
BMCM
712
Burns Matteson Capital Management
New York
LOIM
713
Liberty One Investment Management
Illinois
WI
714
WBI Investments
New Jersey
EPW
715
Endeavor Private Wealth
Kansas
EGM
716
Engineers Gate Manager
New York
FWA
717
FSC Wealth Advisors
New York
LCAM
718
London & Capital Asset Management
United Kingdom
Millennium Management
719
Millennium Management
New York
NW
720
NewEdge Wealth
Pennsylvania
TPWA
721
TRUE Private Wealth Advisors
Oregon
RL
722
Retireful LLC
Michigan
QP
723
Quartz Partners
New York
DAS
724
Diversify Advisory Services
Utah
ONB
725
Old National Bancorp
Indiana