We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF

106 hedge funds and large institutions have $241M invested in VanEck Morningstar SMID Moat ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

2.71% less ownership

Funds ownership: 77.07%74.36% (-2.7%)

3% less funds holding

Funds holding: 109106 (-3)

12% less capital invested

Capital invested by funds: $275M → $241M (-$33.9M)

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
35
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32.8M -$6.07M -165,904 -15%
GI
2
Gradient Investments
Minnesota
$30.6M +$1.72M +47,075 +6%
GLA
3
Great Lakes Advisors
Illinois
$28.7M -$11.7M -319,479 -28%
Morgan Stanley
4
Morgan Stanley
New York
$17.4M -$3.97M -108,718 -18%
FMN
5
Financial Management Network
California
$17.2M -$3.06M -83,800 -15%
Bank of America
6
Bank of America
North Carolina
$14.8M -$340K -9,311 -2%
UCFA
7
United Capital Financial Advisors
Texas
$11.9M -$51.5K -1,408 -0.4%
MFIM
8
Mesirow Financial Investment Management
Illinois
$9.44M +$1.93M +52,907 +25%
Raymond James Financial
9
Raymond James Financial
Florida
$5.96M -$767K -20,970 -11%
FAL
10
Focused Alpha LLC
Colorado
$3.71M
Jones Financial Companies
11
Jones Financial Companies
Missouri
$3.66M +$543K +14,847 +16%
FTUS
12
Flow Traders U.S.
New York
$3.19M +$3.31M +90,668 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$2.93M -$381K -10,425 -11%
EBSAM
14
Eubel Brady & Suttman Asset Management
Ohio
$2.87M +$18.9K +516 +0.6%
CP
15
Creekside Partners
California
$2.36M +$93.5K +2,558 +4%
PFS
16
Prospera Financial Services
Texas
$2.29M +$39.7K +1,085 +2%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.16M -$164K -4,484 -7%
TPWA
18
TRUE Private Wealth Advisors
Oregon
$2.15M +$182K +4,965 +9%
GSEP
19
Golden State Equity Partners
California
$2.04M +$2.12M +57,978 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.89M +$28.1K +769 +1%
SI
21
Stephens Inc
Arkansas
$1.81M +$80.1K +2,191 +4%
FOR
22
Family Office Research
Maryland
$1.81M -$559K -15,301 -23%
Stifel Financial
23
Stifel Financial
Missouri
$1.75M +$26K +710 +1%
BFA
24
Brown Financial Advisors
Ohio
$1.71M +$2.27K +62 +0.1%
TA
25
TPG Advisors
Illinois
$1.68M -$508K -13,901 -23%

SMOT Hedge Fund Activity: Q1 2026 in Review

106 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q1 2026, worth a combined $241M — down 12% from $275M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMOT positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 37 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.31M. The largest seller was Great Lakes Advisors, cutting an estimated $11.7M.

  • 106 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q1 2026, down from 109 in Q4 2025.
  • Funds reported $241M of VanEck Morningstar SMID Moat ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 13 funds opened new VanEck Morningstar SMID Moat ETF positions in Q1 2026 and 12 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q1 2026 was Flow Traders U.S., an estimated $3.31M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q1 2026 was Great Lakes Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2026.