We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF
SMOT

80 hedge funds and large institutions have $225M invested in VanEck Morningstar SMID Moat ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

36% more capital invested

Capital invested by funds: $165M → $225M (+$59.5M)

23% more funds holding

Funds holding: 65 → 80 (+15)

1.78% less ownership

Funds ownership: 68.54% → 66.76% (-1.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
34
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$17.5M
2
Bank of America
Bank of America
North Carolina
+$8.99M
3
KAS
Kestra Advisory Services
Texas
+$3.33M
4
RJA
Raymond James & Associates
Florida
+$3.22M
5
MFIM
Mesirow Financial Investment Management
Illinois
+$2.94M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.37M
2
GI
Gradient Investments
Minnesota
-$1.42M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.14M
4
OPS
Orion Portfolio Solutions
Nebraska
-$1.14M
5
LPL Financial
LPL Financial
California
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.44M -$55.6K -1,745 -4%
PWP
27
Pursue Wealth Partners
California
$1.36M – – –
SI
28
Stephens Inc
Arkansas
$1.33M +$922K +28,918 +283%
WWM
29
Western Wealth Management
Colorado
$1.23M +$577K +18,109 +101%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.08M +$25.5K +800 New
EH
31
Equitable Holdings
New York
$1.08M +$95.5K +2,994 +10%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.06M +$87.5K +2,746 +10%
LSPW
33
Lake Street Private Wealth
Illinois
$1.03M +$601K +18,850 +165%
HighTower Advisors
34
HighTower Advisors
Illinois
$986K +$198K +6,218 +27%
CIAS
35
Capital Investment Advisory Services
North Carolina
$871K -$322K -10,111 -28%
ATC
36
Argent Trust Co
Tennessee
$762K +$132K +4,150 +23%
AWA
37
Acorn Wealth Advisors
Michigan
$734K +$274K +8,600 +67%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$691K +$190K +5,962 +42%
VF
39
VitalStone Financial
Texas
$656K -$37.3K -1,170 -6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$632K -$276K -8,649 -32%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$618K -$49.5K -1,553 -8%
IWM
42
IHT Wealth Management
Illinois
$599K +$560K +17,575 New
AMBIA
43
Allen Mooney & Barnes Investment Advisors
Georgia
$559K +$542K +17,015 New
BWP
44
Balboa Wealth Partners
Arizona
$541K +$203K +6,381 +67%
CFS
45
Coordinated Financial Services
Colorado
$511K +$477K +14,971 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$510K -$2.37M -74,184 -83%
TPWA
47
TRUE Private Wealth Advisors
Oregon
$472K +$442K +13,852 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$464K +$120K +3,758 +38%
AA
49
Ancora Advisors
Ohio
$461K – – –
BCI
50
Brinker Capital Investments
Pennsylvania
$457K -$1.14M -35,671 -73%
1
2
3 4

SMOT Hedge Fund Activity: Q1 2024 in Review

80 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q1 2024, worth a combined $225M — up 36% from $165M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SMOT positions and 5 closed out — a net gain of 15 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $17.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.37M.

  • 80 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $225M of VanEck Morningstar SMID Moat ETF stock for Q1 2024, up 36% quarter-over-quarter.
  • 20 funds opened new VanEck Morningstar SMID Moat ETF positions in Q1 2024 and 5 closed out, a net change of +15 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $17.5M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $2.37M sold.

Based on aggregated 13F filings for Q1 2024.