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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
MA
201
Mutual Advisors
Nebraska
$4.09M
WP
202
WealthPLAN Partners
Nebraska
$4.08M
CF
203
Centaurus Financial
California
$4.07M
TFS
204
Thoroughbred Financial Services
Tennessee
$4.07M
XF
205
XML Financial
Maryland
$4.05M
IAN
206
Integrated Advisors Network
Texas
$4.03M
SFPG
207
Stonebridge Financial Planning Group
Florida
$3.97M
Betterment LLC
208
Betterment LLC
New York
$3.96M
PS
209
Principal Securities
Iowa
$3.95M
BMCM
210
Burns Matteson Capital Management
New York
$3.9M
MWM
211
MinichMacGregor Wealth Management
New York
$3.89M
FTUS
212
Flow Traders U.S.
New York
$3.85M
Citadel Advisors
213
Citadel Advisors
Florida
$3.81M
AIC
214
Ayalon Insurance Company
Israel
$3.77M
SG
215
StoneX Group
New York
$3.76M
FPGT
216
Financial Partners Group (Tennessee)
Tennessee
$3.72M
MC
217
McCarthy & Cox
Ohio
$3.67M
Fidelity Investments
218
Fidelity Investments
Massachusetts
$3.66M
B
219
Barings
North Carolina
$3.65M
IF
220
IRON Financial
Illinois
$3.63M
OWA
221
Opal Wealth Advisors
New York
$3.62M
BRWA
222
B. Riley Wealth Advisors
Florida
$3.55M
William Blair & Company
223
William Blair & Company
Illinois
$3.55M
TW
224
Trajan Wealth
Arizona
$3.54M
ACM
225
Avalon Capital Management
California
$3.53M