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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
FA
101
Fermata Advisors
California
$12.1M -$450K -4,610 -4%
ERFOTCOFW
102
Employees Retirement Fund of the City of Fort Worth
Texas
$11.8M -$53M -543,000 -82%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$11.8M -$199K -2,037 -2%
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$11.8M -$4.05M -41,515 -26%
PJWM
105
Philip James Wealth Mangement
Georgia
$11.7M -$4.92M -50,403 -30%
PAWA
106
Palo Alto Wealth Advisors
California
$11.6M -$1.31M -13,469 -11%
P
107
&Partners
Tennessee
$11.3M +$1.98M +20,298 +22%
AC
108
AlphaCore Capital
California
$11.1M +$1.22M +12,471 +12%
PFA
109
Plotkin Financial Advisors
Maryland
$11M -$419K -4,292 -4%
NCM
110
Novare Capital Management
North Carolina
$10.5M +$95.2K +976 +0.9%
FF
111
Farrow Financial
Vermont
$10.4M -$10.4K -107 -0.1%
BAWC
112
Boyce & Associates Wealth Consulting
Texas
$10.3M -$1.51M -15,484 -13%
EH
113
Equitable Holdings
New York
$10.1M -$132K -1,352 -1%
WIM
114
WealthPlan Investment Management
Nebraska
$10M +$343K +3,517 +4%
SPC
115
Sigma Planning Corp
Michigan
$9.68M -$1.95M -19,998 -17%
AWA
116
Acorn Wealth Advisors
Michigan
$9.54M +$16.1K +165 +0.2%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$9.36M -$1.07M -11,012 -10%
VFG
118
Victory Financial Group
Texas
$9.21M -$186K -1,910 -2%
TA
119
TPG Advisors
Illinois
$9.15M +$249K +2,551 +3%
PWP
120
Pursue Wealth Partners
California
$8.72M -$171K -1,748 -2%
MSWA
121
Marshall & Sterling Wealth Advisors
New York
$8.65M -$354K -3,628 -4%
EFP
122
EnRich Financial Partners
Wisconsin
$8.6M +$76.5K +784 +0.9%
FH
123
FWG Holdings
Florida
$8.56M +$86.7K +889 +1%
AWM
124
Accredited Wealth Management
Kentucky
$8.55M -$7.72M -79,184 -96%
HFS
125
Howard Financial Services
Texas
$8.41M -$143K -1,470 -2%