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VanEck Morningstar Wide Moat ETF

711 hedge funds and large institutions have $7.71B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 224 increasing their positions, 295 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $7.46B → $7.71B (+$253M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 295

Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$28.9M
GWM
52
Geneos Wealth Management
Colorado
$27.1M
NA
53
NewEdge Advisors
Louisiana
$26.7M
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$26.5M
CIA
55
Concurrent Investment Advisors
Florida
$26.4M
VWS
56
Virtus Wealth Solutions
New Jersey
$26.2M
SWM
57
SHP Wealth Management
Massachusetts
$25.7M
AWM
58
Activest Wealth Management
Florida
$24.4M
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$23.8M
MML Investors Services
60
MML Investors Services
Massachusetts
$22.7M
BAM
61
Beaumont Asset Management
Texas
$22.2M
Creative Planning
62
Creative Planning
Kansas
$22.2M
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$22.1M
BMM
64
Berkshire Money Management
Massachusetts
$22M
SF
65
Summit Financial
New Jersey
$22M
VWA
66
Visionary Wealth Advisors
Illinois
$21.9M
SPIA
67
Steward Partners Investment Advisory
New York
$21.9M
EFG
68
Ethos Financial Group
Pennsylvania
$21.5M
Bank of New York Mellon
69
Bank of New York Mellon
New York
$21.5M
PFS
70
Prospera Financial Services
Texas
$21.1M
KWMLLC
71
KRM WEALTH MANAGEMENT L.L.C.
Nevada
$20.7M
HTIM
72
Harbour Trust & Investment Management
Indiana
$20.3M
EWA
73
Etesian Wealth Advisors
Oregon
$19.8M
AWG
74
Altus Wealth Group
Colorado
$19.5M
Citigroup
75
Citigroup
New York
$19M