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VanEck Morningstar Wide Moat ETF

721 hedge funds and large institutions have $7.74B invested in VanEck Morningstar Wide Moat ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 224 increasing their positions, 299 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $7.47B → $7.74B (+$265M)

12% less call options, than puts

Call options by funds: $300K | Put options by funds: $342K

25% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 299

Holders
721
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$300K
Puts
$342K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Paragon Advisors
Texas
$4.29M
EWS
202
Evergreen Wealth Solutions
Pennsylvania
$4.25M
AIC
203
Ayalon Insurance Company
Israel
$4.2M
PS
204
Principal Securities
Iowa
$4.19M
OWA
205
Opal Wealth Advisors
New York
$4.17M
CD
206
Capital Developers
North Carolina
$4.06M
AW
207
Atlas Wealth
Ohio
$4M
TFS
208
Thoroughbred Financial Services
Tennessee
$3.91M
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$3.77M
FFA
210
Farther Finance Advisors
California
$3.73M
Mawer Investment Management
211
Mawer Investment Management
Alberta, Canada
$3.73M
BRWA
212
B. Riley Wealth Advisors
Florida
$3.67M
RFN
213
RDA Financial Network
Iowa
$3.65M
GRP
214
Global Retirement Partners
California
$3.64M
LCM
215
Lunt Capital Management
Utah
$3.63M
BMCM
216
Burns Matteson Capital Management
New York
$3.63M
IF
217
IRON Financial
Illinois
$3.49M
FTS
218
Fifth Third Securities
Ohio
$3.46M
TW
219
Trajan Wealth
Arizona
$3.46M
William Blair & Company
220
William Blair & Company
Illinois
$3.46M
XT
221
XTX Topco
Cayman Islands
$3.43M
YIA
222
YHB Investment Advisors
Connecticut
$3.35M
VA
223
VestGen Advisors
Illinois
$3.31M
TA
224
Tactive Advisors
Florida
$3.29M
JWM
225
Jacksonville Wealth Management
Florida
$3.28M