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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
GCM
101
Graver Capital Management
Ohio
$13.2M
PAWA
102
Palo Alto Wealth Advisors
California
$13.2M
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$13M
SEEDPG
104
S.E.E.D. Planning Group
New York
$12.9M
FOR
105
Family Office Research
Maryland
$12.9M
JJBC
106
James J. Burns & Company
New York
$12.7M
KAS
107
Kestra Advisory Services
Texas
$12.2M
FA
108
Fermata Advisors
California
$12.1M
OBWG
109
Onyx Bridge Wealth Group
New York
$12.1M
AWS
110
Atria Wealth Solutions
New York
$11.9M
Baird Financial Group
111
Baird Financial Group
Wisconsin
$11.8M
SO
112
Sierra Ocean
California
$11.8M
RA
113
Ruggaard & Associates
Ohio
$11.7M
BAWC
114
Boyce & Associates Wealth Consulting
Texas
$11.6M
RSWM
115
Robertson Stephens Wealth Management
California
$11.5M
OC
116
Oppenheimer & Co
New York
$11.2M
FA
117
Flagstar Advisors
New York
$11M
JGCM
118
Joseph Group Capital Management
Ohio
$11M
ES
119
Eagle Strategies
New York
$10.9M
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$10.6M
GFG
121
Goldstone Financial Group
Illinois
$10.3M
PFA
122
Plotkin Financial Advisors
Maryland
$10.3M
OS
123
Objectivity Squared
South Carolina
$10M
UFA
124
US Financial Advisors
Massachusetts
$9.82M
EH
125
Equitable Holdings
New York
$9.64M