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VanEck Morningstar SMID Moat ETF

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 10098 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $328K

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.92M
TA
27
TPG Advisors
Illinois
$1.81M
PFS
28
Prospera Financial Services
Texas
$1.73M
FFA
29
First Foundation Advisors
California
$1.66M
SEA
30
Stegent Equity Advisors
Texas
$1.66M
SI
31
Stephens Inc
Arkansas
$1.64M
SPIA
32
Steward Partners Investment Advisory
New York
$1.64M
Stifel Financial
33
Stifel Financial
Missouri
$1.61M
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.56M
PWP
35
Pursue Wealth Partners
California
$1.55M
MFS
36
Mattson Financial Services
Michigan
$1.37M
AWA
37
Acorn Wealth Advisors
Michigan
$1.27M
Truist Financial
38
Truist Financial
North Carolina
$1.26M
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.09M
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.03M
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.02M
PW
42
Paladin Wealth
Minnesota
$1.01M
SFPG
43
Stonebridge Financial Planning Group
Florida
$1M
Goldman Sachs
44
Goldman Sachs
New York
$921K
EH
45
Equitable Holdings
New York
$883K
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$867K
ATC
47
Argent Trust Co
Tennessee
$812K
FFG
48
First Financial Group
North Carolina
$737K
LWA
49
Lowe Wealth Advisors
Maryland
$670K
CFCI
50
Comprehensive Financial Consultants Institutional
Indiana
$669K