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VanEck Morningstar SMID Moat ETF
SMOT

109 hedge funds and large institutions have $275M invested in VanEck Morningstar SMID Moat ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

9.48% more ownership

Funds ownership: 67.59% → 77.07% (+9.5%)

5% more funds holding

Funds holding: 104 → 109 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $285M → $275M (-$9.76M)

32% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 44

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
30
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$12.3M
2
GLA
Great Lakes Advisors
Illinois
+$2.2M
3
VT
Vise Technologies
New York
+$1.3M
4
GI
Gradient Investments
Minnesota
+$1.24M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$959K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.39M
2
LPL Financial
LPL Financial
California
-$4.93M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.65M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
5
MFIM
Mesirow Financial Investment Management
Illinois
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
26
Brown Financial Advisors
Ohio
$1.75M +$22.1K +613 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$1.71M -$91.6K -2,536 -5%
FFA
28
First Foundation Advisors
California
$1.66M -$83.1K -2,302 -5%
PWP
29
Pursue Wealth Partners
California
$1.61M +$779K +21,579 +94%
KAS
30
Kestra Advisory Services
Texas
$1.61M -$818K -22,661 -34%
VT
31
Vise Technologies
New York
$1.31M +$1.3M +36,082 New
SFPG
32
Stonebridge Financial Planning Group
Florida
$1.16M +$66.9K +1,853 +6%
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.15M – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$1.02M +$55.6K +1,540 +6%
EWA
35
EP Wealth Advisors
California
$987K +$985K +27,265 New
PW
36
Paladin Wealth
Minnesota
$982K +$179K +4,969 +22%
FFA
37
Farther Finance Advisors
California
$929K -$1.41M -38,987 -60%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$899K -$205K -5,685 -19%
BONH
39
Bank of New Hampshire
New Hampshire
$866K +$716K +19,831 +484%
MFS
40
Mattson Financial Services
Michigan
$822K -$68.4K -1,895 -8%
CFS
41
Coordinated Financial Services
Colorado
$801K -$7.22K -200 -0.9%
SFS
42
Stiles Financial Services
Minnesota
$794K +$16.6K +461 +2%
ATC
43
Argent Trust Co
Tennessee
$787K – – –
FFG
44
First Financial Group
North Carolina
$781K -$108K -2,988 -12%
AWA
45
Acorn Wealth Advisors
Michigan
$779K -$125K -3,466 -14%
MCM
46
MAI Capital Management
Ohio
$726K +$725K +20,061 New
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$718K -$1.19K -33 -0.2%
WIC
48
Woodmont Investment Counsel
Tennessee
$704K -$118K -3,256 -14%
EH
49
Equitable Holdings
New York
$701K -$68.7K -1,903 -9%
IF
50
IRON Financial
Illinois
$628K -$27.9K -772 -4%
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SMOT Hedge Fund Activity: Q4 2025 in Review

109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q4 2025, worth a combined $275M — down 3.4% from $285M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SMOT positions and 12 closed out — a net gain of 7 holders — while 30 added to existing stakes and 44 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $6.39M.

  • 109 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q4 2025, up from 104 in Q3 2025.
  • Funds reported $275M of VanEck Morningstar SMID Moat ETF stock for Q4 2025, down 3.4% quarter-over-quarter.
  • 19 funds opened new VanEck Morningstar SMID Moat ETF positions in Q4 2025 and 12 closed out, a net change of +7 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q4 2025 was United Capital Financial Advisors, an estimated $12.3M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q4 2025 was Bank of America, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2025.