SMOT icon

VanEck Morningstar SMID Moat ETF

108 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, 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:

3% less capital invested

Capital invested by funds: $284M → $275M (-$9.23M)

30% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 43

Holders
108
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
BONH
39
Bank of New Hampshire
New Hampshire
$866K
MFS
40
Mattson Financial Services
Michigan
$822K
CFS
41
Coordinated Financial Services
Colorado
$801K
SFS
42
Stiles Financial Services
Minnesota
$794K
ATC
43
Argent Trust Co
Tennessee
$787K
FFG
44
First Financial Group
North Carolina
$781K
AWA
45
Acorn Wealth Advisors
Michigan
$779K
MCM
46
MAI Capital Management
Ohio
$726K
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$718K
WIC
48
Woodmont Investment Counsel
Tennessee
$704K
EH
49
Equitable Holdings
New York
$701K
IF
50
IRON Financial
Illinois
$628K