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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

98 hedge funds and large institutions have $314M invested in VanEck Morningstar SMID Moat ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
$328K
Net Calls
-$328K
Net Calls Change
-$328K

Top Buyers

1
GLA
Great Lakes Advisors
Illinois
+$30.6M
2
LPL Financial
LPL Financial
California
+$5.96M
3
Morgan Stanley
Morgan Stanley
New York
+$5.55M
4
GI
Gradient Investments
Minnesota
+$3.03M
5
Goldman Sachs
Goldman Sachs
New York
+$921K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.7M
2
FFA
Farther Finance Advisors
California
-$1.67M
3
ACS
Archford Capital Strategies
Illinois
-$979K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$949K
5
Truist Financial
Truist Financial
North Carolina
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
51
Stiles Financial Services
Minnesota
$637K -$7.94K -242 -1%
IWM
52
IHT Wealth Management
Illinois
$614K -$43.8K -1,337 -7%
IF
53
IRON Financial
Illinois
$597K -$21.2K -646 -3%
EFS
54
Essex Financial Services
Connecticut
$581K – – –
CFS
55
Coordinated Financial Services
Colorado
$557K +$14.7K +448 +3%
AW
56
Atlas Wealth
Ohio
$493K +$120K +3,661 +32%
AC
57
AlphaCore Capital
California
$471K +$471K +14,350 New
Mariner
58
Mariner
Kansas
$470K +$20K +611 +4%
CFG
59
Copley Financial Group
California
$468K -$44.3K -1,350 -9%
RC
60
Rovin Capital
Arizona
$450K +$450K +13,709 New
TP
61
Tranquility Partners
Tennessee
$439K +$62K +1,892 +16%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$405K +$405K +12,360 New
AA
63
Ancora Advisors
Ohio
$385K +$37.8K +1,154 +11%
Comerica Bank
64
Comerica Bank
Texas
$359K +$343K +10,453 +2,091%
CIAS
65
Capital Investment Advisory Services
North Carolina
$349K +$13.8K +420 +4%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$327K -$1.02K -31 -0.3%
AI
67
Atria Investments
North Carolina
$318K +$20.4K +621 +7%
CAL
68
Capital Analysts LLC
Pennsylvania
$315K – – –
CA
69
Calton & Associates
Florida
$288K +$288K +8,794 New
TRCT
70
Tower Research Capital (TRC)
New York
$270K +$258K +7,883 +2,190%
EWA
71
Etesian Wealth Advisors
Oregon
$268K -$55.9K -1,704 -17%
SC
72
Soundwatch Capital
Connecticut
$255K -$13.1K -399 -5%
PAG
73
Private Advisor Group
New Jersey
$255K -$27.8K -849 -10%
MWM
74
Maridea Wealth Management
New York
$243K -$64K -1,952 -21%
IA
75
IFP Advisors
Florida
$225K +$18.3K +557 +9%
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3
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