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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
BCM
51
Brookstone Capital Management
Illinois
$26.1M
CIA
52
Concurrent Investment Advisors
Florida
$25.7M
GWM
53
Geneos Wealth Management
Colorado
$24.5M
VWS
54
Virtus Wealth Solutions
New Jersey
$24M
IWC
55
Integrated Wealth Concepts
Massachusetts
$23.8M
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$22.8M
Bank of New York Mellon
57
Bank of New York Mellon
New York
$22.7M
Creative Planning
58
Creative Planning
Kansas
$22.5M
EH
59
Equitable Holdings
New York
$21.9M
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$21.2M
SF
61
Summit Financial
New Jersey
$20.8M
BMM
62
Berkshire Money Management
Massachusetts
$20.8M
SPIA
63
Steward Partners Investment Advisory
New York
$20.7M
KWM
64
KRM Wealth Management
Nevada
$19.9M
PFS
65
Prospera Financial Services
Texas
$19.9M
VWA
66
Visionary Wealth Advisors
Illinois
$19.9M
HTIM
67
Harbour Trust & Investment Management
Indiana
$19.7M
EFG
68
Ethos Financial Group
Pennsylvania
$19.7M
AWM
69
Activest Wealth Management
Florida
$19.3M
EWA
70
Etesian Wealth Advisors
Oregon
$19M
AWG
71
Altus Wealth Group
Colorado
$19M
MML Investors Services
72
MML Investors Services
Massachusetts
$18.8M
GCM
73
Graver Capital Management
Ohio
$18.5M
BAM
74
Beaumont Asset Management
Texas
$18M
JJBC
75
James J. Burns & Company
New York
$17.7M