VanEck Morningstar SMID Moat ETF
SMOT
102 hedge funds and large institutions have $297M invested in VanEck Morningstar SMID Moat ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
3% more funds holding
Funds holding: 99 → 102 (+3)
0.2% less ownership
Funds ownership: 76.7% → 76.5% (-0.2%)
6% less capital invested
Capital invested by funds: $315M → $297M (-$17.8M)
24% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 45
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.13M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$2.12M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.81M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.25M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$795K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$25.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.66M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.85M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.62M |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$2.38M |
SMOT Hedge Fund Activity: Q2 2025 in Review
102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q2 2025, worth a combined $297M — down 5.7% from $315M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SMOT positions and 10 closed out — a net gain of 3 holders — while 34 added to existing stakes and 45 trimmed.
The largest buyer was Bank of America, adding an estimated $3.13M. The largest seller was Principle Wealth Partners, cutting an estimated $25.9M.
- 102 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q2 2025, up from 99 in Q1 2025.
- Funds reported $297M of VanEck Morningstar SMID Moat ETF stock for Q2 2025, down 5.7% quarter-over-quarter.
- 13 funds opened new VanEck Morningstar SMID Moat ETF positions in Q2 2025 and 10 closed out, a net change of +3 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q2 2025 was Bank of America, an estimated $3.13M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q2 2025 was Principle Wealth Partners, an estimated $25.9M sold.
Based on aggregated 13F filings for Q2 2025.