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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

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:

10% less capital invested

Capital invested by funds: $7.74B → $6.95B (-$784M)

44% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 332

Holders
717
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
NA
51
NewEdge Advisors
Louisiana
$26.3M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.2M
BCM
53
Brookstone Capital Management
Illinois
$26.1M
CIA
54
Concurrent Investment Advisors
Florida
$25.7M
GWM
55
Geneos Wealth Management
Colorado
$24.5M
VWS
56
Virtus Wealth Solutions
New Jersey
$24M
IWC
57
Integrated Wealth Concepts
Massachusetts
$23.8M
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$22.8M
Bank of New York Mellon
59
Bank of New York Mellon
New York
$22.7M
Creative Planning
60
Creative Planning
Kansas
$22.5M
EH
61
Equitable Holdings
New York
$21.9M
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$21.2M
SF
63
Summit Financial
New Jersey
$20.8M
BMM
64
Berkshire Money Management
Massachusetts
$20.8M
SPIA
65
Steward Partners Investment Advisory
New York
$20.7M
KWM
66
KRM Wealth Management
Nevada
$19.9M
PFS
67
Prospera Financial Services
Texas
$19.9M
VWA
68
Visionary Wealth Advisors
Illinois
$19.9M
HTIM
69
Harbour Trust & Investment Management
Indiana
$19.7M
EFG
70
Ethos Financial Group
Pennsylvania
$19.7M
AWM
71
Activest Wealth Management
Florida
$19.3M
EWA
72
Etesian Wealth Advisors
Oregon
$19M
AWG
73
Altus Wealth Group
Colorado
$19M
MML Investors Services
74
MML Investors Services
Massachusetts
$18.8M
GCM
75
Graver Capital Management
Ohio
$18.5M