We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF
SMOT

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: 1 → 1 (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: 109 → 106 (-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
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$3.31M
2
GSEP
Golden State Equity Partners
California
+$2.12M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$1.93M
4
GI
Gradient Investments
Minnesota
+$1.72M
5
Goldman Sachs
Goldman Sachs
New York
+$725K

Top Sellers

Rank Fund Capital Flow
1
GLA
Great Lakes Advisors
Illinois
-$11.7M
2
LPL Financial
LPL Financial
California
-$6.07M
3
MML Investors Services
MML Investors Services
Massachusetts
-$5.06M
4
Morgan Stanley
Morgan Stanley
New York
-$3.97M
5
FMN
Financial Management Network
California
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.61M -$55.2K -1,510 -3%
PWP
27
Pursue Wealth Partners
California
$1.59M +$24.1K +660 +1%
FFA
28
First Foundation Advisors
California
$1.55M -$58.1K -1,589 -3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.45M -$793K -21,698 -34%
VT
30
Vise Technologies
New York
$1.31M – – –
BFA
31
Beaumont Financial Advisors
Massachusetts
$1.12M -$1.39K -38 -0.1%
BONH
32
Bank of New Hampshire
New Hampshire
$1.1M +$265K +7,256 +30%
SFPG
33
Stonebridge Financial Planning Group
Florida
$1.09M -$48.4K -1,325 -4%
PW
34
Paladin Wealth
Minnesota
$1.08M +$126K +3,437 +13%
HighTower Advisors
35
HighTower Advisors
Illinois
$991K +$1.53K +42 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$941K +$69.9K +1,913 +8%
MCM
37
MAI Capital Management
Ohio
$936K +$239K +6,551 +33%
CFS
38
Coordinated Financial Services
Colorado
$813K +$36K +984 +4%
EWA
39
EP Wealth Advisors
California
$782K -$185K -5,050 -19%
MFS
40
Mattson Financial Services
Michigan
$782K -$17.9K -490 -2%
SFS
41
Stiles Financial Services
Minnesota
$776K +$4.39K +120 +0.5%
Citadel Advisors
42
Citadel Advisors
Florida
$770K +$295K +8,082 +59%
FFG
43
First Financial Group
North Carolina
$752K -$7.31K -200 -0.9%
ATC
44
Argent Trust Co
Tennessee
$737K -$29.2K -800 -4%
EH
45
Equitable Holdings
New York
$713K +$11.8K +324 +2%
Goldman Sachs
46
Goldman Sachs
New York
$698K +$725K +19,838 New
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$686K -$12.6K -345 -2%
KAS
48
Kestra Advisory Services
Texas
$654K -$950K -25,980 -58%
WIC
49
Woodmont Investment Counsel
Tennessee
$602K -$86K -2,353 -12%
GVAG
50
Great Valley Advisor Group
Delaware
$575K +$597K +16,337 New
1
2
3 4 5

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.