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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$17.8M +$1.62M +16,582 +10%
AWG
77
Altus Wealth Group
Colorado
$17.7M +$217K +2,225 +1%
DC
78
Davenport & Co
Virginia
$16.8M -$1.27M -13,053 -7%
MCM
79
MAI Capital Management
Ohio
$16.7M -$1.96M -20,136 -11%
IA
80
IFP Advisors
Florida
$16.7M -$693K -7,103 -4%
KSWA
81
Kathleen S. Wright Associates
Pennsylvania
$16.7M +$451K +4,626 +3%
JSW
82
Journey Strategic Wealth
New Jersey
$16.6M +$484K +4,963 +3%
GCM
83
Graver Capital Management
Ohio
$16.4M -$118K -1,209 -0.7%
JJBC
84
James J. Burns & Company
New York
$16.2M +$886K +9,086 +6%
AWS
85
Aspen Wealth Strategies
Colorado
$16.2M -$2.26M -23,188 -12%
Mariner
86
Mariner
Kansas
$16.1M -$1.73M -17,742 -10%
OWP
87
Obermeyer Wealth Partners
Colorado
$16M -$10.2M -104,311 -39%
HAS
88
HBW Advisory Services
California
$15.8M -$171K -1,758 -1%
SEEDPG
89
S.E.E.D. Planning Group
New York
$15.2M +$928K +9,514 +7%
SA
90
Sanctuary Advisors
Indiana
$14.7M -$206K -2,111 -1%
SWM
91
SK Wealth Management
Rhode Island
$14.3M -$4.43M -45,444 -24%
FOR
92
Family Office Research
Maryland
$14.1M -$300K -3,079 -2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$13.9M +$2.13M +21,884 +18%
IFG
94
Independent Financial Group
California
$13.4M +$212K +2,170 +2%
JGCM
95
Joseph Group Capital Management
Ohio
$13.3M +$208K +2,128 +2%
UWS
96
Unique Wealth Strategies
Illinois
$13M -$933K -9,566 -7%
GFG
97
Goldstone Financial Group
Illinois
$12.7M +$452K +4,638 +4%
RSWM
98
Robertson Stephens Wealth Management
California
$12.4M +$202K +2,075 +2%
JP Morgan Chase
99
JP Morgan Chase
New York
$12.1M -$2.23M -22,884 -16%
OC
100
Oppenheimer & Co
New York
$12.1M -$138K -1,411 -1%