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VanEck Morningstar Wide Moat ETF

697 hedge funds and large institutions have $7.99B invested in VanEck Morningstar Wide Moat ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 301 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 10291 (-11)

12% less capital invested

Capital invested by funds: $9.1B → $7.99B (-$1.11B)

27% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 301

Holders
697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
91
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.26M
Puts
$827K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$18.3M
MCM
77
MAI Capital Management
Ohio
$18M
DC
78
Davenport & Co
Virginia
$17.8M
HTIM
79
Harbour Trust & Investment Management
Indiana
$17M
SWM
80
SK Wealth Management
Rhode Island
$16.8M
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$16.8M
AWS
82
Aspen Wealth Strategies
Colorado
$16.7M
MWM
83
MinichMacGregor Wealth Management
New York
$16.4M
SPC
84
Sigma Planning Corp
Michigan
$16.4M
AWG
85
Altus Wealth Group
Colorado
$16.3M
FFG
86
Fiduciary Financial Group
California
$15.9M
Mariner
87
Mariner
Kansas
$15.7M
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$15.3M
IA
89
IFP Advisors
Florida
$15.2M
RIS
90
Richmond Investment Services
Wisconsin
$14.9M
PJWM
91
Philip James Wealth Mangement
Georgia
$14.7M
HAS
92
HBW Advisory Services
California
$14.7M
WP
93
WealthPLAN Partners
Nebraska
$14.5M
EWA
94
Etesian Wealth Advisors
Oregon
$14.3M
NA
95
NewEdge Advisors
Louisiana
$14.2M
AOG
96
Alpha Omega Group
Virginia
$14.2M
JSW
97
Journey Strategic Wealth
New Jersey
$14.1M
KSWA
98
Kathleen S. Wright Associates
Pennsylvania
$14.1M
EF
99
Empowered Funds
Pennsylvania
$13.6M
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$13.3M