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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
PWC
726
Pathfinder Wealth Consulting
North Carolina
CIC
727
Carnegie Investment Counsel
Ohio
SWM
728
Segment Wealth Management
Texas
TIAA Trust, National Association
729
TIAA Trust, National Association
North Carolina
WH
730
Willner & Heller
California
AWA
731
Arete Wealth Advisors
Illinois
SPWM
732
Smith Partners Wealth Management
North Carolina
NWMG
733
National Wealth Management Group
Ohio
AWM
734
Avaii Wealth Management
Wisconsin
CCM
735
Coldstream Capital Management
Washington
PA
736
ProCore Advisors
California
LIA
737
Lynx Investment Advisory
District of Columbia
LWMNY
738
Landmark Wealth Management (New York)
New York
WFM
739
Wolff Financial Management
Michigan
KIA
740
Kraematon Investment Advisors
Massachusetts
BEI
741
Benjamin Edwards Inc
Missouri
RFC
742
Regions Financial Corp
Alabama
GBWM
743
Granite Bay Wealth Management
New Hampshire
GAFA
744
Garton & Associates Financial Advisors
Kentucky
QA
745
Quattro Advisors
Pennsylvania
TH
746
TCTC Holdings
Texas
CIA
747
Cape Investment Advisory
Georgia
JWM
748
Jessup Wealth Management
Ohio
FHA
749
Flagship Harbor Advisors
Massachusetts
FHC
750
First Horizon Corporation
Tennessee