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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
LIWM
126
Long Island Wealth Management
New York
$9.59M
ECA
127
Elevation Capital Advisory
Oregon
$9.55M
FF
128
Farrow Financial
Vermont
$9.29M
AI
129
Atria Investments
North Carolina
$9.15M
NCM
130
Novare Capital Management
North Carolina
$9.11M
PAMG
131
Patton Albertson Miller Group
Tennessee
$9.09M
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$9.04M
RC
133
Roundview Capital
New Jersey
$8.81M
Corient Private Wealth
134
Corient Private Wealth
Florida
$8.72M
P
135
&Partners
Tennessee
$8.52M
AWA
136
Acorn Wealth Advisors
Michigan
$8.44M
EFP
137
EnRich Financial Partners
Wisconsin
$8.4M
CWM
138
Congress Wealth Management
Massachusetts
$8.37M
MSWA
139
Marshall & Sterling Wealth Advisors
New York
$8.33M
CA
140
Cornerstone Advisory
Maryland
$8.19M
MCA
141
Magnolia Capital Advisors
Mississippi
$8.15M
FFA
142
Farther Finance Advisors
California
$8.02M
PWP
143
Pursue Wealth Partners
California
$7.96M
HFS
144
Howard Financial Services
Texas
$7.95M
TA
145
TPG Advisors
Illinois
$7.76M
Two Sigma Investments
146
Two Sigma Investments
New York
$7.75M
PWM
147
Perigon Wealth Management
California
$7.74M
CAG
148
Compass Advisory Group
New York
$7.62M
DC
149
Darrow Company
Massachusetts
$7.58M
AWM
150
Accredited Wealth Management
Kentucky
$7.55M