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VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 9175 (-16)

55% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 362

Holders
682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
76
Harbour Trust & Investment Management
Indiana
$18.4M
Citigroup
77
Citigroup
New York
$18.4M
SWM
78
SK Wealth Management
Rhode Island
$18.1M
MCM
79
MAI Capital Management
Ohio
$17.7M
AWS
80
Aspen Wealth Strategies
Colorado
$17.5M
DC
81
Davenport & Co
Virginia
$17.1M
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$17.1M
Mariner
83
Mariner
Kansas
$16.9M
EWA
84
Etesian Wealth Advisors
Oregon
$16.9M
AWG
85
Altus Wealth Group
Colorado
$16.5M
IA
86
IFP Advisors
Florida
$16.5M
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$16M
PJWM
88
Philip James Wealth Mangement
Georgia
$15.8M
GCM
89
Graver Capital Management
Ohio
$15.6M
KSWA
90
Kathleen S. Wright Associates
Pennsylvania
$15.3M
JSW
91
Journey Strategic Wealth
New Jersey
$15.2M
HAS
92
HBW Advisory Services
California
$15.1M
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$15M
JJBC
94
James J. Burns & Company
New York
$14.5M
NA
95
NewEdge Advisors
Louisiana
$14.2M
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$13.6M
FOR
97
Family Office Research
Maryland
$13.6M
SEEDPG
98
S.E.E.D. Planning Group
New York
$13.5M
JGCM
99
Joseph Group Capital Management
Ohio
$12.4M
SO
100
Sierra Ocean
California
$12.2M