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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
176
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.76M -$904K -9,270 -16%
PA
177
Paragon Advisors
Texas
$4.67M -$473K -4,851 -9%
RCAG
178
Rehmann Capital Advisory Group
Michigan
$4.57M -$68.7K -704 -2%
TF
179
Tompkins Financial
New York
$4.56M -$537K -5,507 -11%
FFA
180
Farther Finance Advisors
California
$4.54M -$2.61M -26,740 -37%
IWM
181
IHT Wealth Management
Illinois
$4.51M -$680K -6,967 -13%
GB
182
Goepper Burkhardt
South Carolina
$4.49M -$312K -3,203 -7%
RGC
183
Roberts, Glore & Co
Illinois
$4.47M -$77.8K -798 -2%
YIA
184
YHB Investment Advisors
Connecticut
$4.45M -$213K -2,186 -5%
IAN
185
Integrated Advisors Network
Texas
$4.42M +$162K +1,656 +4%
CF
186
Centaurus Financial
California
$4.42M +$114K +1,164 +3%
WP
187
WealthPLAN Partners
Nebraska
$4.4M +$85.3K +874 +2%
PA
188
PSI Advisors
Florida
$4.38M -$3.94M -40,355 -48%
LCM
189
Lunt Capital Management
Utah
$4.37M -$813K -8,337 -16%
WWM
190
Western Wealth Management
Colorado
$4.35M -$781K -8,009 -15%
Kovitz Investment Group Partners
191
Kovitz Investment Group Partners
Illinois
$4.33M -$44.2K -453 -1%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$4.27M +$1.51M +15,482 +56%
SFPG
193
Stonebridge Financial Planning Group
Florida
$4.26M +$67.9K +696 +2%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$4.21M +$341K +3,498 +9%
PS
195
Principal Securities
Iowa
$4.12M -$52.2K -535 -1%
MC
196
McCarthy & Cox
Ohio
$4.06M +$179K +1,832 +5%
TFS
197
Thoroughbred Financial Services
Tennessee
$4.06M -$236K -2,421 -6%
OWA
198
Opal Wealth Advisors
New York
$4.04M +$213K +2,187 +6%
SG
199
StoneX Group
New York
$4M +$24.2K +248 +0.6%
AIC
200
Ayalon Insurance Company
Israel
$3.99M +$10.6K +109 +0.3%