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VanEck Morningstar Wide Moat ETF

671 hedge funds and large institutions have $7.46B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 158 increasing their positions, 343 reducing their positions, and 38 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: 158 | Existing positions reduced: 343

Holders
671
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
LSL
151
Legacy Solutions LLC
Pennsylvania
$6.09M
ACG
152
Allen Capital Group
Nebraska
$6.07M
MCM
153
Mengis Capital Management
Oregon
$5.79M
BFO
154
Boston Family Office
Massachusetts
$5.75M
FIA
155
Foundations Investment Advisors
Arizona
$5.74M
MFG
156
Midwest Financial Group
Kansas
$5.64M
FFA
157
Fortune Financial Advisors
Kansas
$5.59M
ATC
158
Argent Trust Co
Tennessee
$5.57M
SMC
159
Smith, Moore & Co
Missouri
$5.43M
SEIA
160
Signature Estate & Investment Advisors
California
$5.4M
TP
161
Tranquility Partners
Tennessee
$5.37M
BPA
162
Beacon Pointe Advisors
California
$5.24M
MCA
163
Magnolia Capital Advisors
Mississippi
$5.21M
S
164
Sunpointe
Missouri
$5.18M
MWM
165
Modern Wealth Management
Kansas
$5.11M
Truist Financial
166
Truist Financial
North Carolina
$5.07M
PAMG
167
Patton Albertson Miller Group
Tennessee
$5.05M
XF
168
XML Financial
Maryland
$5.01M
Lido Advisors
169
Lido Advisors
California
$4.9M
FPGK
170
Financial Partners Group (Kansas)
Kansas
$4.87M
CIAS
171
Capital Investment Advisory Services
North Carolina
$4.82M
FA
172
Flagstar Advisors
New York
$4.79M
FF
173
Farrell Financial
New York
$4.77M
SIAP
174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.76M
PA
175
Paragon Advisors
Texas
$4.67M