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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

98 hedge funds and large institutions have $314M invested in VanEck Morningstar SMID Moat ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
$328K
Net Calls
-$328K
Net Calls Change
-$328K

Top Buyers

1
GLA
Great Lakes Advisors
Illinois
+$30.6M
2
LPL Financial
LPL Financial
California
+$5.96M
3
Morgan Stanley
Morgan Stanley
New York
+$5.55M
4
GI
Gradient Investments
Minnesota
+$3.03M
5
Goldman Sachs
Goldman Sachs
New York
+$921K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.7M
2
FFA
Farther Finance Advisors
California
-$1.67M
3
ACS
Archford Capital Strategies
Illinois
-$979K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$949K
5
Truist Financial
Truist Financial
North Carolina
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.92M +$214K +6,535 +13%
TA
27
TPG Advisors
Illinois
$1.81M +$253K +7,721 +16%
PFS
28
Prospera Financial Services
Texas
$1.73M +$430K +13,105 +33%
FFA
29
First Foundation Advisors
California
$1.66M -$6.85K -209 -0.4%
SEA
30
Stegent Equity Advisors
Texas
$1.66M +$226K +6,887 +16%
SI
31
Stephens Inc
Arkansas
$1.64M +$352K +10,726 +27%
SPIA
32
Steward Partners Investment Advisory
New York
$1.64M +$8.79K +268 +0.5%
Stifel Financial
33
Stifel Financial
Missouri
$1.61M -$17.6K -537 -1%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.56M +$427K +13,071 +38%
PWP
35
Pursue Wealth Partners
California
$1.55M – – –
MFS
36
Mattson Financial Services
Michigan
$1.37M -$212K -6,465 -13%
AWA
37
Acorn Wealth Advisors
Michigan
$1.27M +$46.3K +1,412 +4%
Truist Financial
38
Truist Financial
North Carolina
$1.26M -$863K -26,323 -41%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.09M +$33.9K +1,034 +3%
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.03M -$45.4K -1,384 -4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.02M +$75.3K +2,298 +8%
PW
42
Paladin Wealth
Minnesota
$1.01M +$4.43K +135 +0.4%
SFPG
43
Stonebridge Financial Planning Group
Florida
$1M +$465K +14,166 +86%
Goldman Sachs
44
Goldman Sachs
New York
$921K +$921K +28,083 New
EH
45
Equitable Holdings
New York
$883K -$111K -3,382 -11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$867K +$105K +3,188 +14%
ATC
47
Argent Trust Co
Tennessee
$812K -$16.4K -500 -2%
FFG
48
First Financial Group
North Carolina
$737K +$6.56K +200 +0.9%
LWA
49
Lowe Wealth Advisors
Maryland
$670K +$65.6K +2,001 +11%
CFCI
50
Comprehensive Financial Consultants Institutional
Indiana
$669K +$3.87K +118 +0.6%
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