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VanEck Morningstar Wide Moat ETF

686 hedge funds and large institutions have $7.56B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 363 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 9175 (-16)

55% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 363

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
176
Signature Estate & Investment Advisors
California
$5.18M
MWM
177
Modern Wealth Management
Kansas
$5.16M
ATC
178
Argent Trust Co
Tennessee
$5.12M
SMC
179
Smith, Moore & Co
Missouri
$5.05M
PCA
180
Prosperity Capital Advisors
Ohio
$5.05M
FTS
181
Fifth Third Securities
Ohio
$4.92M
LCM
182
Lunt Capital Management
Utah
$4.92M
IWM
183
IHT Wealth Management
Illinois
$4.92M
Lido Advisors
184
Lido Advisors
California
$4.91M
PA
185
Paragon Advisors
Texas
$4.88M
WWM
186
Western Wealth Management
Colorado
$4.86M
TF
187
Tompkins Financial
New York
$4.83M
FPGK
188
Financial Partners Group (Kansas)
Kansas
$4.81M
BPA
189
Beacon Pointe Advisors
California
$4.63M
SPI
190
Santori & Peters Inc
Pennsylvania
$4.61M
FF
191
Farrell Financial
New York
$4.57M
GB
192
Goepper Burkhardt
South Carolina
$4.55M
CIAS
193
Capital Investment Advisory Services
North Carolina
$4.5M
CSP
194
Cary Street Partners
Virginia
$4.5M
YIA
195
YHB Investment Advisors
Connecticut
$4.41M
RCAG
196
Rehmann Capital Advisory Group
Michigan
$4.39M
S
197
Sunpointe
Missouri
$4.38M
RGC
198
Roberts, Glore & Co
Illinois
$4.3M
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$4.16M
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$4.14M