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VanEck Morningstar SMID Moat ETF
SMOT

104 hedge funds and large institutions have $285M invested in VanEck Morningstar SMID Moat ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

2% more funds holding

Funds holding: 102 → 104 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $297M → $285M (-$12.3M)

8.92% less ownership

Funds ownership: 76.5% → 67.59% (-8.9%)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
31
Reduced
47
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.71M
2
GLA
Great Lakes Advisors
Illinois
+$2.69M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$763K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$16.1M
2
WIC
Woodmont Investment Counsel
Tennessee
-$5.5M
3
FFA
Farther Finance Advisors
California
-$3.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$952K
5
BFA
Brown Financial Advisors
Ohio
-$916K
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
51
IRON Financial
Illinois
$654K -$17.1K -475 -3%
AC
52
AlphaCore Capital
California
$518K – – –
IWM
53
IHT Wealth Management
Illinois
$515K -$47.1K -1,310 -8%
EFS
54
Essex Financial Services
Connecticut
$509K -$13.5K -375 -3%
RC
55
Rovin Capital
Arizona
$495K – – –
TP
56
Tranquility Partners
Tennessee
$493K +$611 +17 +0.1%
Mariner
57
Mariner
Kansas
$483K -$12.4K -345 -3%
AA
58
Ancora Advisors
Ohio
$471K – – –
VA
59
VestGen Advisors
Illinois
$464K -$5.21K -145 -1%
PWP
60
Principle Wealth Partners
Connecticut
$440K – – –
AWA
61
A4 Wealth Advisors
North Carolina
$440K +$438K +12,186 New
GXJ
62
Global X Japan
Japan
$412K +$391K +10,890 +2,066%
AW
63
Atlas Wealth
Ohio
$410K – – –
Comerica Bank
64
Comerica Bank
Texas
$383K -$5.17K -144 -1%
CFG
65
Copley Financial Group
California
$373K -$116K -3,229 -24%
CAL
66
Capital Analysts LLC
Pennsylvania
$347K -$36 -1 -0%
JP Morgan Chase
67
JP Morgan Chase
New York
$345K +$341K +9,493 +11,866%
NA
68
NewEdge Advisors
Louisiana
$340K -$27.9K -776 -8%
PAMG
69
Patton Albertson Miller Group
Tennessee
$321K -$201K -5,599 -39%
CA
70
Calton & Associates
Florida
$318K – – –
CIAS
71
Capital Investment Advisory Services
North Carolina
$313K -$9.31K -259 -3%
FA
72
Fermata Advisors
California
$309K – – –
PAG
73
Private Advisor Group
New Jersey
$298K +$6.4K +178 +2%
SC
74
Soundwatch Capital
Connecticut
$266K -$16.1K -449 -6%
WMWM
75
Whitaker-Myers Wealth Managers
Ohio
$263K +$1.8K +50 +0.7%
1 2
3
4 5

SMOT Hedge Fund Activity: Q3 2025 in Review

104 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q3 2025, worth a combined $285M — down 4.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMOT positions and 5 closed out — a net gain of 4 holders — while 31 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.71M. The largest seller was Gradient Investments, cutting an estimated $16.1M.

  • 104 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $285M of VanEck Morningstar SMID Moat ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar SMID Moat ETF positions in Q3 2025 and 5 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q3 2025 was LPL Financial, an estimated $2.71M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q3 2025 was Gradient Investments, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2025.