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VanEck Morningstar Wide Moat ETF

679 hedge funds and large institutions have $7.48B invested in VanEck Morningstar Wide Moat ETF in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 346 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

1% less capital invested

Capital invested by funds: $7.59B → $7.48B (-$102M)

2% less funds holding

Funds holding: 692679 (-13)

10.43% less ownership

Funds ownership: 59.66%49.22% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

54% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 346

Holders
679
Holders Change
-13
Holders Change %
-1.88%
% of All Funds
8.91%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
38
Increased
158
Reduced
346
Closed
38
Calls
$852K
Puts
Net Calls
+$852K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
201
Betterment LLC
New York
$3.96M -$220K -2,251 -5%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$3.88M -$2.6M -26,609 -40%
BMCM
203
Burns Matteson Capital Management
New York
$3.88M -$241K -2,471 -6%
DWM
204
Darwin Wealth Management
Florida
$3.82M +$298K +3,056 +9%
MA
205
Mutual Advisors
Nebraska
$3.73M -$468K -4,793 -12%
ACM
206
Avalon Capital Management
California
$3.69M -$35.2K -361 -1%
EWM
207
Endowment Wealth Management
Wisconsin
$3.68M +$321K +3,294 +10%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$3.6M +$137K +1,407 +4%
BRWA
209
B. Riley Wealth Advisors
Florida
$3.59M -$160K -1,637 -4%
GRP
210
Global Retirement Partners
California
$3.54M +$17.8K +182 +0.5%
TW
211
Trajan Wealth
Arizona
$3.53M -$211K -2,161 -6%
William Blair & Company
212
William Blair & Company
Illinois
$3.52M -$223K -2,290 -6%
FTS
213
Fifth Third Securities
Ohio
$3.52M -$1.66M -17,009 -32%
AQR Capital Management
214
AQR Capital Management
Connecticut
$3.51M +$1.64M +16,850 +91%
RFN
215
RDA Financial Network
Iowa
$3.44M -$11.8K -121 -0.3%
IF
216
IRON Financial
Illinois
$3.43M -$402K -4,120 -11%
WW
217
Westshore Wealth
California
$3.31M -$382K -3,921 -10%
XPN
218
XY Planning Network
Montana
$3.25M
CWM
219
Collaborative Wealth Management
Florida
$3.25M -$195K -1,999 -6%
PIA
220
Panoramic Investment Advisors
Colorado
$3.24M -$92.7K -950 -3%
TA
221
Tactive Advisors
Florida
$3.18M -$125K -1,284 -4%
AW
222
Atlas Wealth
Ohio
$3.09M -$34.6K -355 -1%
JWM
223
Jacksonville Wealth Management
Florida
$3.08M +$305K +3,130 +11%
BCI
224
Brinker Capital Investments
Pennsylvania
$2.98M -$526K -5,392 -15%
VPF
225
Vantage Point Financial
Illinois
$2.93M -$12.4K -127 -0.4%