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VanEck Morningstar Wide Moat ETF

707 hedge funds and large institutions have $6.8B invested in VanEck Morningstar Wide Moat ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 329 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

12% less capital invested

Capital invested by funds: $7.74B → $6.8B (-$935M)

44% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 329

Holders
707
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$71.6M
2 +$25.1M
3 +$17.7M
4
EH
Equitable Holdings
New York
+$14.9M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$14.5M

Top Sellers

1 -$78.1M
2 -$39.1M
3 -$36.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$35.6M
5
Ameriprise
Ameriprise
Minnesota
-$34M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
126
Beaumont Financial Advisors
Massachusetts
$7.76M
TA
127
TPG Advisors
Illinois
$7.69M
NA
128
NewEdge Advisors
Louisiana
$7.45M
FIA
129
Foundations Investment Advisors
Arizona
$7.33M
AF
130
Allworth Financial
California
$7.2M
CFG
131
Copley Financial Group
California
$7.14M
BWG
132
Boomfish Wealth Group
Georgia
$7.1M
SPC
133
Sigma Planning Corp
Michigan
$6.97M
PWM
134
Perigon Wealth Management
California
$6.95M
PFS
135
Paller Financial Services
Colorado
$6.86M
ANBOT
136
American National Bank of Texas
Texas
$6.84M
DC
137
Darrow Company
Massachusetts
$6.78M
MSWA
138
Marshall & Sterling Wealth Advisors
New York
$6.69M
KOC
139
Koss-Olinger Consulting
Florida
$6.67M
RC
140
Roundview Capital
New Jersey
$6.67M
TF
141
TME Financial
California
$6.65M
MCM
142
Mengis Capital Management
Oregon
$6.51M
GC
143
Guilbault Capital
Louisiana
$6.5M
Corient Private Wealth
144
Corient Private Wealth
Florida
$6.5M
BFO
145
Boston Family Office
Massachusetts
$6.49M
TWA
146
Tulsa Wealth Advisors
Oklahoma
$6.39M
LWP
147
Laurel Wealth Planning
Minnesota
$6.19M
WA1
148
Wimmer Associates 1
California
$6.17M
SWM
149
Selby Wealth Management
California
$5.87M
EBSAM
150
Eubel Brady & Suttman Asset Management
Ohio
$5.68M