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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
CA
151
Cornerstone Advisory
Maryland
$5.65M
DADC
152
D.A. Davidson & Co
Montana
$5.65M
ATC
153
Argent Trust Co
Tennessee
$5.64M
MFG
154
Midwest Financial Group
Kansas
$5.58M
TC
155
Tacita Capital
Ontario, Canada
$5.56M
AQR Capital Management
156
AQR Capital Management
Connecticut
$5.45M
WIM
157
WealthPlan Investment Management
Nebraska
$5.37M
ECA
158
Elevation Capital Advisory
Oregon
$5.33M
FFA
159
Fortune Financial Advisors
Kansas
$5.28M
SEIA
160
Signature Estate & Investment Advisors
California
$5.14M
BPA
161
Beacon Pointe Advisors
California
$5.12M
S
162
Sunpointe
Missouri
$5.09M
ES
163
Eagle Strategies
New York
$5.01M
Betterment LLC
164
Betterment LLC
New York
$4.97M
TP
165
Tranquility Partners
Tennessee
$4.93M
GIA
166
Gladstone Institutional Advisory
Florida
$4.85M
MWM
167
Modern Wealth Management
Kansas
$4.78M
CIAS
168
Capital Investment Advisory Services
North Carolina
$4.72M
DWM
169
Ducere Wealth Management
California
$4.7M
SMC
170
Smith, Moore & Co
Missouri
$4.66M
FF
171
Farrell Financial
New York
$4.54M
LSL
172
Legacy Solutions LLC
Pennsylvania
$4.54M
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$4.53M
OWP
174
Obermeyer Wealth Partners
Colorado
$4.51M
Fidelity Investments
175
Fidelity Investments
Massachusetts
$4.51M