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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
KDA
201
Kraft Davis & Associates
Missouri
$4.12M
MA
202
Mutual Advisors
Nebraska
$4.09M
WP
203
WealthPLAN Partners
Nebraska
$4.08M
CF
204
Centaurus Financial
California
$4.07M
TFS
205
Thoroughbred Financial Services
Tennessee
$4.07M
XF
206
XML Financial
Maryland
$4.05M
IAN
207
Integrated Advisors Network
Texas
$4.03M
SFPG
208
Stonebridge Financial Planning Group
Florida
$3.97M
Betterment LLC
209
Betterment LLC
New York
$3.96M
PS
210
Principal Securities
Iowa
$3.95M
BMCM
211
Burns Matteson Capital Management
New York
$3.9M
MWM
212
MinichMacGregor Wealth Management
New York
$3.89M
FTUS
213
Flow Traders U.S.
New York
$3.85M
Citadel Advisors
214
Citadel Advisors
Florida
$3.81M
AIC
215
Ayalon Insurance Company
Israel
$3.77M
SG
216
StoneX Group
New York
$3.76M
FPGT
217
Financial Partners Group (Tennessee)
Tennessee
$3.72M
MC
218
McCarthy & Cox
Ohio
$3.67M
Fidelity Investments
219
Fidelity Investments
Massachusetts
$3.66M
B
220
Barings
North Carolina
$3.65M
IF
221
IRON Financial
Illinois
$3.63M
OWA
222
Opal Wealth Advisors
New York
$3.62M
BRWA
223
B. Riley Wealth Advisors
Florida
$3.55M
William Blair & Company
224
William Blair & Company
Illinois
$3.55M
TW
225
Trajan Wealth
Arizona
$3.54M