MOAT icon

VanEck Morningstar Wide Moat ETF

682 hedge funds and large institutions have $7.55B invested in VanEck Morningstar Wide Moat ETF in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 362 reducing their positions, and 50 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: 164 | Existing positions reduced: 362

Holders
682
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
ATC
176
Argent Trust Co
Tennessee
$5.12M
SMC
177
Smith, Moore & Co
Missouri
$5.05M
PCA
178
Prosperity Capital Advisors
Ohio
$5.05M
MWM
179
Modern Wealth Management
Kansas
$5.02M
FTS
180
Fifth Third Securities
Ohio
$4.92M
LCM
181
Lunt Capital Management
Utah
$4.92M
IWM
182
IHT Wealth Management
Illinois
$4.92M
Lido Advisors
183
Lido Advisors
California
$4.91M
PA
184
Paragon Advisors
Texas
$4.88M
WWM
185
Western Wealth Management
Colorado
$4.86M
TF
186
Tompkins Financial
New York
$4.83M
FPGK
187
Financial Partners Group (Kansas)
Kansas
$4.81M
BPA
188
Beacon Pointe Advisors
California
$4.63M
SPI
189
Santori & Peters Inc
Pennsylvania
$4.61M
FF
190
Farrell Financial
New York
$4.57M
GB
191
Goepper Burkhardt
South Carolina
$4.55M
CIAS
192
Capital Investment Advisory Services
North Carolina
$4.5M
CSP
193
Cary Street Partners
Virginia
$4.5M
YIA
194
YHB Investment Advisors
Connecticut
$4.41M
RCAG
195
Rehmann Capital Advisory Group
Michigan
$4.39M
S
196
Sunpointe
Missouri
$4.38M
RGC
197
Roberts, Glore & Co
Illinois
$4.3M
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$4.16M
Kovitz Investment Group Partners
199
Kovitz Investment Group Partners
Illinois
$4.14M
KDA
200
Kraft Davis & Associates
Missouri
$4.12M