MOAT icon

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
ACM
201
Avalon Capital Management
California
$3.69M
EWM
202
Endowment Wealth Management
Wisconsin
$3.68M
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$3.6M
BRWA
204
B. Riley Wealth Advisors
Florida
$3.59M
GRP
205
Global Retirement Partners
California
$3.54M
TW
206
Trajan Wealth
Arizona
$3.53M
William Blair & Company
207
William Blair & Company
Illinois
$3.52M
FTS
208
Fifth Third Securities
Ohio
$3.52M
AQR Capital Management
209
AQR Capital Management
Connecticut
$3.51M
RFN
210
RDA Financial Network
Iowa
$3.44M
IF
211
IRON Financial
Illinois
$3.43M
WW
212
Westshore Wealth
California
$3.31M
XPN
213
XY Planning Network
Montana
$3.25M
CWM
214
Collaborative Wealth Management
Florida
$3.25M
PIA
215
Panoramic Investment Advisors
Colorado
$3.24M
TA
216
Tactive Advisors
Florida
$3.18M
AW
217
Atlas Wealth
Ohio
$3.09M
JWM
218
Jacksonville Wealth Management
Florida
$3.08M
BCI
219
Brinker Capital Investments
Pennsylvania
$2.98M
VPF
220
Vantage Point Financial
Illinois
$2.93M
AFG
221
Atomi Financial Group
New York
$2.87M
CP
222
Creekside Partners
California
$2.86M
WA
223
Waverly Advisors
Alabama
$2.83M
LWM
224
Lionsbridge Wealth Management
Florida
$2.82M
GWSG
225
GPS Wealth Strategies Group
Colorado
$2.81M