VanEck Morningstar SMID Moat ETF
SMOT
30 hedge funds and large institutions have $51.2M invested in VanEck Morningstar SMID Moat ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
167% more capital invested
Capital invested by funds: $19.2M → $51.2M (+$32M)
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
43% more funds holding
Funds holding: 21 → 30 (+9)
18.86% more ownership
Funds ownership: 42.58% → 61.45% (+19%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$13.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.07M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.48M |
| 4 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$1.46M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$434K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$260K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$82.1K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$55.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIR
26
Clear Investment Research
Alpharetta,
Georgia
| $47K | -$5.04K | -179 | -10% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $21.4K | -$82.1K | -2,913 | -80% |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $20.4K | +$19.2K | +680 | New |
|
|
GI
29
Gradient Investments
Arden Hills,
Minnesota
| $3.37K | -$55.8K | -1,979 | -95% |
|
30
Morgan Stanley
New York
| $1.89K | – | – | – |
|
|
RA
31
RFG Advisory
Birmingham,
Alabama
| – | -$1.13M | -39,785 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$434K | -15,257 | Closed |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$260K | -9,146 | Closed |
|
SMOT Hedge Fund Activity: Q2 2023 in Review
30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q2 2023, worth a combined $51.2M — up 167% from $19.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SMOT positions and 3 closed out — a net gain of 9 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Principle Wealth Partners, opening a new position worth an estimated $13.1M. The largest seller was RFG Advisory, exiting entirely with an estimated $1.13M sold.
- 30 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $51.2M of VanEck Morningstar SMID Moat ETF stock for Q2 2023, up 167% quarter-over-quarter.
- 12 funds opened new VanEck Morningstar SMID Moat ETF positions in Q2 2023 and 3 closed out, a net change of +9 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q2 2023 was Principle Wealth Partners, an estimated $13.1M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q2 2023 was RFG Advisory, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2023.