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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
Morgan Stanley
1
Morgan Stanley
New York
$656M -$16.4M -167,928 -2%
LPL Financial
2
LPL Financial
California
$635M -$15.4M -158,114 -2%
Bank of America
3
Bank of America
North Carolina
$623M -$49.2M -504,255 -7%
Raymond James Financial
4
Raymond James Financial
Florida
$319M -$60.7M -622,238 -16%
MFIM
5
Mesirow Financial Investment Management
Illinois
$260M -$4.02M -41,250 -2%
Wells Fargo
6
Wells Fargo
California
$230M -$8.25M -84,581 -4%
BFA
7
Boulay Financial Advisors
Minnesota
$210M +$4M +41,023 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$154M -$24M -246,468 -14%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$121M +$59.6M +611,271 +100%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$108M +$10.5M +108,068 +11%
Ameriprise
11
Ameriprise
Minnesota
$106M -$5.44M -55,805 -5%
UBS Group
12
UBS Group
Switzerland
$96.6M -$39.8M -407,760 -29%
PWA
13
Provenance Wealth Advisors
Florida
$90.5M -$568K -5,819 -0.6%
SFBLI
14
Southern Farm Bureau Life Insurance
Mississippi
$83.8M
FFA
15
First Foundation Advisors
California
$79.3M -$7.46M -76,475 -9%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$78.7M +$73.2M +750,236 +1,690%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$74.3M -$1.52M -15,583 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$73.1M +$13.1M +134,748 +22%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$70M -$2.98M -30,579 -4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$67.6M -$19.6M -200,614 -23%
SWA
21
SFMG Wealth Advisors
Texas
$62.5M +$1.46M +14,932 +2%
VCM
22
Verde Capital Management
Michigan
$60.2M +$1.95M +20,004 +3%
HighTower Advisors
23
HighTower Advisors
Illinois
$59.9M -$84.2K -863 -0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$58.6M -$12.2M -125,019 -17%
AF
25
Apexium Financial
Texas
$58.3M +$283K +2,904 +0.5%