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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
Morgan Stanley
1
Morgan Stanley
New York
$689M
Bank of America
2
Bank of America
North Carolina
$636M
LPL Financial
3
LPL Financial
California
$615M
Raymond James Financial
4
Raymond James Financial
Florida
$396M
MFIM
5
Mesirow Financial Investment Management
Illinois
$242M
Wells Fargo
6
Wells Fargo
California
$227M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$186M
BFA
8
Boulay Financial Advisors
Minnesota
$159M
Ameriprise
9
Ameriprise
Minnesota
$129M
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$98.8M
PWA
11
Provenance Wealth Advisors
Florida
$98.1M
UBS Group
12
UBS Group
Switzerland
$96.9M
FFA
13
First Foundation Advisors
California
$94M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$88.4M
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$80.3M
OWP
16
Obermeyer Wealth Partners
Colorado
$77.5M
Jones Financial Companies
17
Jones Financial Companies
Missouri
$77.4M
BCM
18
Brookstone Capital Management
Illinois
$77.1M
SFBLI
19
Southern Farm Bureau Life Insurance
Mississippi
$74.3M
AAS
20
Avantax Advisory Services
Texas
$72M
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$71M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$70.8M
Osaic Holdings
23
Osaic Holdings
Arizona
$62.9M
GWM
24
Geneos Wealth Management
Colorado
$59.1M
ERFOTCOFW
25
Employees Retirement Fund of the City of Fort Worth
Texas
$58.2M