MOAT icon

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
VA
176
VestGen Advisors
Illinois
$5.81M
CWM
177
Cabot Wealth Management
Massachusetts
$5.76M
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.75M
WIM
179
WealthPlan Investment Management
Nebraska
$5.68M
WWM
180
Western Wealth Management
Colorado
$5.59M
GAG
181
Goodman Advisory Group
Massachusetts
$5.56M
LSL
182
Legacy Solutions LLC
Pennsylvania
$5.53M
BFF
183
Byrne Financial Freedom
Massachusetts
$5.51M
GIA
184
Gladstone Institutional Advisory
Florida
$5.46M
AF
185
Advisornet Financial
Minnesota
$5.45M
TC
186
Tacita Capital
Ontario, Canada
$5.42M
BFO
187
Boston Family Office
Massachusetts
$5.35M
SPA
188
Sentinel Pension Advisors
Massachusetts
$5.32M
EBSAM
189
Eubel Brady & Suttman Asset Management
Ohio
$5.28M
TP
190
Tranquility Partners
Tennessee
$5.09M
MFG
191
Midwest Financial Group
Kansas
$5M
MCM
192
Mengis Capital Management
Oregon
$5M
LCM
193
Lunt Capital Management
Utah
$4.96M
Lido Advisors
194
Lido Advisors
California
$4.91M
FFA
195
Fortune Financial Advisors
Kansas
$4.87M
TFS
196
Thoroughbred Financial Services
Tennessee
$4.82M
JWBC
197
John W. Brooker & Co
California
$4.81M
MWM
198
Modern Wealth Management
Kansas
$4.77M
GB
199
Goepper Burkhardt
South Carolina
$4.75M
FTUS
200
Flow Traders U.S.
New York
$4.75M