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VanEck Morningstar SMID Moat ETF
SMOT

100 hedge funds and large institutions have $289M invested in VanEck Morningstar SMID Moat ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 19

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $256M → $289M (+$32.3M)

8.41% more ownership

Funds ownership: 67.32% → 75.74% (+8.4%)

8% more funds holding

Funds holding: 93 → 100 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
52
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.3M
2
FFA
Farther Finance Advisors
California
+$9.91M
3
LPL Financial
LPL Financial
California
+$5.68M
4
Bank of America
Bank of America
North Carolina
+$1.89M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$9.24M
2
BFA
Brown Financial Advisors
Ohio
-$841K
3
OMC
Old Mission Capital
Illinois
-$673K
4
Jane Street
Jane Street
New York
-$566K
5
WWA
WCG Wealth Advisors
Nevada
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$1.76M +$85.9K +2,406 +5%
SPIA
27
Steward Partners Investment Advisory
New York
$1.71M +$244K +6,829 +16%
Stifel Financial
28
Stifel Financial
Missouri
$1.71M -$46.4K -1,299 -3%
MFS
29
Mattson Financial Services
Michigan
$1.69M -$50.9K -1,426 -3%
TA
30
TPG Advisors
Illinois
$1.64M +$26.3K +738 +2%
PWP
31
Pursue Wealth Partners
California
$1.63M – – –
SEA
32
Stegent Equity Advisors
Texas
$1.51M +$802K +22,469 +106%
PFS
33
Prospera Financial Services
Texas
$1.37M +$1.04M +29,070 +272%
SI
34
Stephens Inc
Arkansas
$1.35M +$64.4K +1,805 +5%
AWA
35
Acorn Wealth Advisors
Michigan
$1.28M +$47.4K +1,329 +4%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.2M +$715K +20,037 +136%
PAMG
37
Patton Albertson Miller Group
Tennessee
$1.13M -$379K -10,630 -25%
BFA
38
Beaumont Financial Advisors
Massachusetts
$1.11M +$29.9K +837 +3%
PW
39
Paladin Wealth
Minnesota
$1.06M -$291K -8,142 -21%
EH
40
Equitable Holdings
New York
$1.05M -$9.53K -267 -0.9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$990K +$129K +3,600 +14%
ACS
42
Archford Capital Strategies
Illinois
$979K +$74.8K +2,095 +8%
ATC
43
Argent Trust Co
Tennessee
$870K +$10.7K +300 +1%
SA
44
Sanctuary Advisors
Indiana
$859K -$35.7K -1,000 -4%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$801K +$159K +4,448 +24%
FFG
46
First Financial Group
North Carolina
$768K +$795K +22,266 New
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$699K +$724K +20,281 New
IWM
48
IHT Wealth Management
Illinois
$691K +$716K +20,050 New
SFS
49
Stiles Financial Services
Minnesota
$678K +$225K +6,300 +47%
IF
50
IRON Financial
Illinois
$650K +$32.2K +903 +5%
1
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SMOT Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q4 2024, worth a combined $289M — up 13% from $256M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMOT positions and 11 closed out — a net gain of 10 holders — while 52 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.3M. The largest seller was Gradient Investments, cutting an estimated $9.24M.

  • 100 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q4 2024, up from 93 in Q3 2024.
  • Funds reported $289M of VanEck Morningstar SMID Moat ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 21 funds opened new VanEck Morningstar SMID Moat ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q4 2024 was Morgan Stanley, an estimated $14.3M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q4 2024 was Gradient Investments, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2024.