MOAT icon

VanEck Morningstar Wide Moat ETF

664 hedge funds and large institutions have $7.41B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 157 increasing their positions, 339 reducing their positions, and 37 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: 157 | Existing positions reduced: 339

Holders
664
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
BFO
151
Boston Family Office
Massachusetts
$5.75M
FIA
152
Foundations Investment Advisors
Arizona
$5.74M
MFG
153
Midwest Financial Group
Kansas
$5.64M
FFA
154
Fortune Financial Advisors
Kansas
$5.59M
ATC
155
Argent Trust Co
Tennessee
$5.57M
SMC
156
Smith, Moore & Co
Missouri
$5.43M
SEIA
157
Signature Estate & Investment Advisors
California
$5.4M
TP
158
Tranquility Partners
Tennessee
$5.37M
BPA
159
Beacon Pointe Advisors
California
$5.24M
MCA
160
Magnolia Capital Advisors
Mississippi
$5.21M
S
161
Sunpointe
Missouri
$5.18M
MWM
162
Modern Wealth Management
Kansas
$5.11M
Truist Financial
163
Truist Financial
North Carolina
$5.07M
PAMG
164
Patton Albertson Miller Group
Tennessee
$5.05M
XF
165
XML Financial
Maryland
$5.01M
Lido Advisors
166
Lido Advisors
California
$4.9M
FPGK
167
Financial Partners Group (Kansas)
Kansas
$4.87M
CIAS
168
Capital Investment Advisory Services
North Carolina
$4.82M
FA
169
Flagstar Advisors
New York
$4.79M
FF
170
Farrell Financial
New York
$4.77M
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.76M
PA
172
Paragon Advisors
Texas
$4.67M
RCAG
173
Rehmann Capital Advisory Group
Michigan
$4.57M
TF
174
Tompkins Financial
New York
$4.56M
FFA
175
Farther Finance Advisors
California
$4.54M