VanEck Morningstar SMID Moat ETF
SMOT
93 hedge funds and large institutions have $256M invested in VanEck Morningstar SMID Moat ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
25% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 32
13% more capital invested
Capital invested by funds: $227M → $256M (+$29.2M)
3% more funds holding
Funds holding: 90 → 93 (+3)
0.4% more ownership
Funds ownership: 66.92% → 67.32% (+0.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.99M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.66M |
| 3 |
AF
Apexium Financial
Dallas,
Texas
|
+$2.85M |
| 4 |
EBSAM
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
+$2.65M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$18.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$4.8M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.12M |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$1.23M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$527K |
SMOT Hedge Fund Activity: Q3 2024 in Review
93 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q3 2024, worth a combined $256M — up 13% from $227M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SMOT positions and 11 closed out — a net gain of 5 holders — while 40 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $9.99M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.1M.
- 93 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q3 2024, up from 90 in Q2 2024.
- Funds reported $256M of VanEck Morningstar SMID Moat ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 16 funds opened new VanEck Morningstar SMID Moat ETF positions in Q3 2024 and 11 closed out, a net change of +5 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q3 2024 was Bank of America, an estimated $9.99M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $18.1M sold.
Based on aggregated 13F filings for Q3 2024.