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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
IWM
176
IHT Wealth Management
Illinois
$4.51M
GB
177
Goepper Burkhardt
South Carolina
$4.49M
RGC
178
Roberts, Glore & Co
Illinois
$4.47M
YIA
179
YHB Investment Advisors
Connecticut
$4.45M
IAN
180
Integrated Advisors Network
Texas
$4.42M
CF
181
Centaurus Financial
California
$4.42M
WP
182
WealthPLAN Partners
Nebraska
$4.4M
PA
183
PSI Advisors
Florida
$4.38M
LCM
184
Lunt Capital Management
Utah
$4.37M
WWM
185
Western Wealth Management
Colorado
$4.35M
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$4.33M
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$4.27M
SFPG
188
Stonebridge Financial Planning Group
Florida
$4.26M
Fidelity Investments
189
Fidelity Investments
Massachusetts
$4.21M
PS
190
Principal Securities
Iowa
$4.12M
MC
191
McCarthy & Cox
Ohio
$4.06M
TFS
192
Thoroughbred Financial Services
Tennessee
$4.06M
OWA
193
Opal Wealth Advisors
New York
$4.04M
SG
194
StoneX Group
New York
$4M
AIC
195
Ayalon Insurance Company
Israel
$3.99M
Betterment LLC
196
Betterment LLC
New York
$3.96M
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$3.88M
BMCM
198
Burns Matteson Capital Management
New York
$3.88M
DWM
199
Darwin Wealth Management
Florida
$3.82M
MA
200
Mutual Advisors
Nebraska
$3.73M