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VanEck Morningstar SMID Moat ETF

107 hedge funds and large institutions have $274M invested in VanEck Morningstar SMID Moat ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $284M → $274M (-$10.1M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Brown Financial Advisors
Ohio
$1.75M
SPIA
27
Steward Partners Investment Advisory
New York
$1.71M
FFA
28
First Foundation Advisors
California
$1.66M
PWP
29
Pursue Wealth Partners
California
$1.61M
KAS
30
Kestra Advisory Services
Texas
$1.61M
VT
31
Vise Technologies
New York
$1.31M
SFPG
32
Stonebridge Financial Planning Group
Florida
$1.16M
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.15M
HighTower Advisors
34
HighTower Advisors
Illinois
$1.02M
EWA
35
EP Wealth Advisors
California
$987K
PW
36
Paladin Wealth
Minnesota
$982K
FFA
37
Farther Finance Advisors
California
$929K
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$899K
MFS
39
Mattson Financial Services
Michigan
$822K
CFS
40
Coordinated Financial Services
Colorado
$801K
SFS
41
Stiles Financial Services
Minnesota
$794K
ATC
42
Argent Trust Co
Tennessee
$787K
FFG
43
First Financial Group
North Carolina
$781K
AWA
44
Acorn Wealth Advisors
Michigan
$779K
MCM
45
MAI Capital Management
Ohio
$726K
CFCI
46
Comprehensive Financial Consultants Institutional
Indiana
$718K
WIC
47
Woodmont Investment Counsel
Tennessee
$704K
EH
48
Equitable Holdings
New York
$701K
IF
49
IRON Financial
Illinois
$628K
Mariner
50
Mariner
Kansas
$532K