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VanEck Morningstar Wide Moat ETF

671 hedge funds and large institutions have $7.46B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 158 increasing their positions, 343 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

12% less funds holding in top 10

Funds holding in top 10: 7566 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 343

Holders
671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$852K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$18.1M
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$17.8M
AWG
78
Altus Wealth Group
Colorado
$17.7M
DC
79
Davenport & Co
Virginia
$16.8M
MCM
80
MAI Capital Management
Ohio
$16.7M
IA
81
IFP Advisors
Florida
$16.7M
KSWA
82
Kathleen S. Wright Associates
Pennsylvania
$16.7M
JSW
83
Journey Strategic Wealth
New Jersey
$16.6M
GCM
84
Graver Capital Management
Ohio
$16.4M
JJBC
85
James J. Burns & Company
New York
$16.2M
AWS
86
Aspen Wealth Strategies
Colorado
$16.2M
Mariner
87
Mariner
Kansas
$16.1M
OWP
88
Obermeyer Wealth Partners
Colorado
$16M
HAS
89
HBW Advisory Services
California
$15.8M
SEEDPG
90
S.E.E.D. Planning Group
New York
$15.2M
SWM
91
SK Wealth Management
Rhode Island
$14.3M
FOR
92
Family Office Research
Maryland
$14.1M
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$13.9M
JGCM
94
Joseph Group Capital Management
Ohio
$13.3M
GFG
95
Goldstone Financial Group
Illinois
$12.7M
RSWM
96
Robertson Stephens Wealth Management
California
$12.4M
JP Morgan Chase
97
JP Morgan Chase
New York
$12.1M
OC
98
Oppenheimer & Co
New York
$12.1M
FA
99
Fermata Advisors
California
$12.1M
ERFOTCOFW
100
Employees Retirement Fund of the City of Fort Worth
Texas
$11.8M