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VanEck Morningstar SMID Moat ETF
SMOT

102 hedge funds and large institutions have $297M invested in VanEck Morningstar SMID Moat ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 99 → 102 (+3)

0.2% less ownership

Funds ownership: 76.7% → 76.5% (-0.2%)

6% less capital invested

Capital invested by funds: $315M → $297M (-$17.8M)

24% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 45

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
34
Reduced
45
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.13M
2
GLA
Great Lakes Advisors
Illinois
+$2.12M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.81M
4
AAS
Avantax Advisory Services
Texas
+$1.25M
5
GI
Gradient Investments
Minnesota
+$795K

Top Sellers

Rank Fund Capital Flow
1
PWP
Principle Wealth Partners
Connecticut
-$25.9M
2
LPL Financial
LPL Financial
California
-$3.66M
3
Raymond James Financial
Raymond James Financial
Florida
-$2.85M
4
KAS
Kestra Advisory Services
Texas
-$2.62M
5
FFA
Farther Finance Advisors
California
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$2M +$1.81M +55,629 New
TA
27
TPG Advisors
Illinois
$1.97M +$44.7K +1,370 +2%
SI
28
Stephens Inc
Arkansas
$1.82M +$70.7K +2,168 +4%
FFA
29
First Foundation Advisors
California
$1.76M -$8.28K -254 -0.5%
Stifel Financial
30
Stifel Financial
Missouri
$1.72M +$12.6K +386 +0.8%
SPIA
31
Steward Partners Investment Advisory
New York
$1.71M -$31K -950 -2%
MFS
32
Mattson Financial Services
Michigan
$1.39M -$59.4K -1,822 -4%
AAS
33
Avantax Advisory Services
Texas
$1.33M +$1.25M +38,314 New
AWA
34
Acorn Wealth Advisors
Michigan
$1.23M -$108K -3,315 -9%
PW
35
Paladin Wealth
Minnesota
$1.15M +$68K +2,085 +7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.11M -$39.6K -1,216 -4%
EWA
37
EP Wealth Advisors
California
$1.02M -$1.09M -33,575 -53%
SFPG
38
Stonebridge Financial Planning Group
Florida
$997K -$63K -1,934 -6%
PWP
39
Pursue Wealth Partners
California
$947K -$652K -20,000 -42%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$923K +$2.54K +78 +0.3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$866K -$200K -6,147 -20%
HighTower Advisors
42
HighTower Advisors
Illinois
$861K -$1.1M -33,788 -58%
FFG
43
First Financial Group
North Carolina
$854K +$68K +2,085 +9%
ATC
44
Argent Trust Co
Tennessee
$827K -$32.6K -1,000 -4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$782K +$329K +10,100 +82%
CFS
46
Coordinated Financial Services
Colorado
$778K +$175K +5,369 +32%
EH
47
Equitable Holdings
New York
$764K -$162K -4,979 -18%
SFS
48
Stiles Financial Services
Minnesota
$708K +$29.3K +898 +5%
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$704K -$5.77K -177 -0.9%
LWA
50
Lowe Wealth Advisors
Maryland
$692K -$17.3K -532 -3%
1
2
3 4 5

SMOT Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q2 2025, worth a combined $297M — down 5.7% from $315M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMOT positions and 10 closed out — a net gain of 3 holders — while 34 added to existing stakes and 45 trimmed.

The largest buyer was Bank of America, adding an estimated $3.13M. The largest seller was Principle Wealth Partners, cutting an estimated $25.9M.

  • 102 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q2 2025, up from 99 in Q1 2025.
  • Funds reported $297M of VanEck Morningstar SMID Moat ETF stock for Q2 2025, down 5.7% quarter-over-quarter.
  • 13 funds opened new VanEck Morningstar SMID Moat ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q2 2025 was Bank of America, an estimated $3.13M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q2 2025 was Principle Wealth Partners, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2025.