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VanEck Morningstar SMID Moat ETF

106 hedge funds and large institutions have $241M invested in VanEck Morningstar SMID Moat ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

2.71% less ownership

Funds ownership: 77.07%74.36% (-2.7%)

3% less funds holding

Funds holding: 109106 (-3)

12% less capital invested

Capital invested by funds: $275M → $241M (-$33.9M)

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
35
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$559K +$219K +5,981 +60%
Mariner
52
Mariner
Kansas
$525K +$8.88K +243 +2%
AC
53
AlphaCore Capital
California
$505K
AW
54
Atlas Wealth
Ohio
$497K +$101K +2,755 +24%
IWM
55
IHT Wealth Management
Illinois
$496K +$3.03K +83 +0.6%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$487K +$506K +13,838 New
TP
57
Tranquility Partners
Tennessee
$478K +$8.74K +239 +2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$410K -$18.3K -500 -4%
PWP
59
Principle Wealth Partners
Connecticut
$409K -$10.4K -284 -2%
Osaic Holdings
60
Osaic Holdings
Arizona
$400K +$311K +8,503 +298%
OC
61
Oppenheimer & Co
New York
$397K +$41.9K +1,145 +11%
EFS
62
Essex Financial Services
Connecticut
$393K -$21.7K -594 -5%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$350K +$364K +9,947 New
CAL
64
Capital Analysts LLC
Pennsylvania
$341K -$37 -1 -0%
SEA
65
Stegent Equity Advisors
Texas
$341K -$2.05M -56,180 -85%
CFG
66
Copley Financial Group
California
$301K -$26.2K -717 -8%
IFG
67
Independent Financial Group
California
$290K
PAG
68
Private Advisor Group
New Jersey
$281K -$10.3K -283 -3%
FA
69
Fermata Advisors
California
$276K -$9.21K -252 -3%
CIAS
70
Capital Investment Advisory Services
North Carolina
$276K +$12.2K +335 +4%
SC
71
Soundwatch Capital
Connecticut
$276K +$3.11K +85 +1%
NA
72
NewEdge Advisors
Louisiana
$272K -$15.1K -413 -5%
Creative Planning
73
Creative Planning
Kansas
$260K +$270K +7,389 New
TRCT
74
Tower Research Capital (TRC)
New York
$259K +$269K +7,355 New
SA
75
Sanctuary Advisors
Indiana
$232K -$5.96K -163 -2%

SMOT Hedge Fund Activity: Q1 2026 in Review

106 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q1 2026, worth a combined $241M — down 12% from $275M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SMOT positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 37 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.31M. The largest seller was Great Lakes Advisors, cutting an estimated $11.7M.

  • 106 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q1 2026, down from 109 in Q4 2025.
  • Funds reported $241M of VanEck Morningstar SMID Moat ETF stock for Q1 2026, down 12% quarter-over-quarter.
  • 13 funds opened new VanEck Morningstar SMID Moat ETF positions in Q1 2026 and 12 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q1 2026 was Flow Traders U.S., an estimated $3.31M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q1 2026 was Great Lakes Advisors, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2026.