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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
BWG
151
Boomfish Wealth Group
Georgia
$7.39M
SAF
152
Smith Anglin Financial
Texas
$7.26M
AC
153
AlphaCore Capital
California
$7.2M
AF
154
Allworth Financial
California
$7.14M
NAM
155
NorthCrest Asset Manangement
Minnesota
$7.12M
Comerica Bank
156
Comerica Bank
Texas
$7.07M
FH
157
FWG Holdings
Florida
$7.03M
FAIM
158
Financial Advocates Investment Management
Washington
$6.99M
Truist Financial
159
Truist Financial
North Carolina
$6.9M
Betterment LLC
160
Betterment LLC
New York
$6.87M
MIS
161
Morningstar Investment Services
Illinois
$6.79M
CFG
162
Copley Financial Group
California
$6.73M
TF
163
Tompkins Financial
New York
$6.69M
EFS
164
Essex Financial Services
Connecticut
$6.68M
ACG
165
Allen Capital Group
Nebraska
$6.4M
AssetMark Inc
166
AssetMark Inc
California
$6.24M
LWP
167
Laurel Wealth Planning
Minnesota
$6.23M
ATC
168
Argent Trust Co
Tennessee
$6.22M
FS
169
Ferguson Shapiro
Georgia
$6.14M
MIM
170
Morningstar Investment Management
Illinois
$6.12M
DADC
171
D.A. Davidson & Co
Montana
$6.06M
IWM
172
IHT Wealth Management
Illinois
$6M
SFG
173
Snider Financial Group
Washington
$5.96M
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$5.95M
WA1
175
Wimmer Associates 1
California
$5.85M