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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
B
201
Barings
North Carolina
$4.72M
FTS
202
Fifth Third Securities
Ohio
$4.69M
YIA
203
YHB Investment Advisors
Connecticut
$4.69M
ACM
204
Avalon Capital Management
California
$4.67M
SEIA
205
Signature Estate & Investment Advisors
California
$4.64M
FPGK
206
Financial Partners Group (Kansas)
Kansas
$4.61M
GVAG
207
Great Valley Advisor Group
Delaware
$4.47M
SMC
208
Smith, Moore & Co
Missouri
$4.43M
IWM
209
IMG Wealth Management
Florida
$4.37M
AO
210
Advisor OS
Illinois
$4.34M
SPI
211
Santori & Peters Inc
Pennsylvania
$4.34M
FF
212
Farrell Financial
New York
$4.33M
IAN
213
Integrated Advisors Network
Texas
$4.32M
CSP
214
Cary Street Partners
Virginia
$4.27M
BPA
215
Beacon Pointe Advisors
California
$4.24M
CF
216
Centaurus Financial
California
$4.2M
KDA
217
Kraft Davis & Associates
Missouri
$4.15M
FIA
218
Foundations Investment Advisors
Arizona
$4.14M
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
$4.14M
BMCM
220
Burns Matteson Capital Management
New York
$4.12M
DWP
221
Destiny Wealth Partners
Florida
$4.09M
MA
222
Mutual Advisors
Nebraska
$4.06M
RCAG
223
Rehmann Capital Advisory Group
Michigan
$4.02M
SG
224
StoneX Group
New York
$4M
FLPIM
225
F.L. Putnam Investment Management
Massachusetts
$4M