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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
Bank of America
1
Bank of America
North Carolina
$637M
Morgan Stanley
2
Morgan Stanley
New York
$636M
LPL Financial
3
LPL Financial
California
$615M
Raymond James Financial
4
Raymond James Financial
Florida
$360M
MFIM
5
Mesirow Financial Investment Management
Illinois
$250M
Wells Fargo
6
Wells Fargo
California
$226M
BFA
7
Boulay Financial Advisors
Minnesota
$195M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$169M
UBS Group
9
UBS Group
Switzerland
$130M
Ameriprise
10
Ameriprise
Minnesota
$106M
Jones Financial Companies
11
Jones Financial Companies
Missouri
$93M
PWA
12
Provenance Wealth Advisors
Florida
$86.2M
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$82.8M
FFA
14
First Foundation Advisors
California
$82.2M
SFBLI
15
Southern Farm Bureau Life Insurance
Mississippi
$79.3M
AAS
16
Avantax Advisory Services
Texas
$72.6M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$71.8M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$69.1M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$67.1M
Osaic Holdings
20
Osaic Holdings
Arizona
$64.9M
WMWM
21
Whitaker-Myers Wealth Managers
Ohio
$61.8M
ERFOTCOFW
22
Employees Retirement Fund of the City of Fort Worth
Texas
$58.2M
SWA
23
SFMG Wealth Advisors
Texas
$57.8M
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$57.4M
HighTower Advisors
25
HighTower Advisors
Illinois
$56.7M