VanEck Morningstar SMID Moat ETF
SMOT
65 hedge funds and large institutions have $165M invested in VanEck Morningstar SMID Moat ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.
950% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 2
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
41% more funds holding
Funds holding: 46 → 65 (+19)
29% more capital invested
Capital invested by funds: $128M → $165M (+$37.2M)
0.32% less ownership
Funds ownership: 68.86% → 68.54% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.42M |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$4.48M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$3.82M |
| 4 |
AF
Apexium Financial
Dallas,
Texas
|
+$3.4M |
| 5 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$11.6M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.08M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$834K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$307K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$81.3K |
SMOT Hedge Fund Activity: Q4 2023 in Review
65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q4 2023, worth a combined $165M — up 29% from $128M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SMOT positions and 2 closed out — a net gain of 19 holders — while 32 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.42M. The largest seller was Gradient Investments, cutting an estimated $11.6M.
- 65 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q4 2023, up from 46 in Q3 2023.
- Funds reported $165M of VanEck Morningstar SMID Moat ETF stock for Q4 2023, up 29% quarter-over-quarter.
- 21 funds opened new VanEck Morningstar SMID Moat ETF positions in Q4 2023 and 2 closed out, a net change of +19 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q4 2023 was LPL Financial, an estimated $6.42M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q4 2023 was Gradient Investments, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2023.