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VanEck Morningstar SMID Moat ETF

100 hedge funds and large institutions have $296M invested in VanEck Morningstar SMID Moat ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
34
Reduced
44
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WMWM
76
Whitaker-Myers Wealth Managers
Ohio
$252K +$20.2K +580 +9%
EWA
77
Etesian Wealth Advisors
Oregon
$249K -$36.2K -1,039 -13%
SAG
78
SageView Advisory Group
California
$236K
OC
79
Oppenheimer & Co
New York
$200K +$200K +5,755 New
SO
80
Sierra Ocean
California
$143K
BlackRock
81
BlackRock
New York
$98.7K +$98.7K +2,836 New
IWP
82
IAG Wealth Partners
Wisconsin
$80.2K
PTC
83
Private Trust Company
Ohio
$57.7K -$82.8K -2,380 -59%
AAP
84
Arax Advisory Partners
Colorado
$49.8K +$31.1K +895 +167%
GWSG
85
GPS Wealth Strategies Group
Colorado
$37.6K
EB
86
Eastern Bank
Massachusetts
$34.8K
UBS Group
87
UBS Group
Switzerland
$25.1K +$25.1K +720 New
CIR
88
Clear Investment Research
Georgia
$22.7K +$2.65K +76 +13%
FWP
89
FAS Wealth Partners
Kansas
$22K -$35 -1 -0.2%
AssetMark Inc
90
AssetMark Inc
California
$19.8K +$19.8K +569 New
GXJ
91
Global X Japan
Japan
$18.3K +$11.5K +330 +168%
GWM
92
Geneos Wealth Management
Colorado
$17.9K +$1.91K +55 +12%
1IA
93
1620 Investment Advisors
Massachusetts
$17.4K +$4.35K +125 +33%
AF
94
Allworth Financial
California
$11K +$11K +316 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$7K
VanEck Associates
96
VanEck Associates
New York
$6K
AWM
97
AE Wealth Management
Kansas
$5.43K +$3.62K +104 +200%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$2.78K +$2.78K +80 New
Russell Investments Group
99
Russell Investments Group
United Kingdom
$1.74K
CFD
100
Creative Financial Designs
Indiana
$800 +$800 +23 New