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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
IA
76
IFP Advisors
Florida
$172K +$18.8K +514 +12%
AA
77
Ancora Advisors
Ohio
$153K -$318K -8,711 -67%
UBS AM
78
UBS AM
Illinois
$70.5K
BlackRock
79
BlackRock
New York
$68.4K -$32.8K -898 -32%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$59.9K +$28.2K +772 +83%
PTC
81
Private Trust Company
Ohio
$58.4K
AAP
82
Arax Advisory Partners
Colorado
$48.6K
1IA
83
1620 Investment Advisors
Massachusetts
$41.7K +$12.8K +350 +42%
AF
84
Allworth Financial
California
$40.4K
GWM
85
Geneos Wealth Management
Colorado
$39.2K
EB
86
Eastern Bank
Massachusetts
$35.2K
GXJ
87
Global X Japan
Japan
$29.7K +$30.8K +843 New
CIR
88
Clear Investment Research
Georgia
$24.7K +$25.7K +703 New
AssetMark Inc
89
AssetMark Inc
California
$20K
Wells Fargo
90
Wells Fargo
California
$18.1K +$13.3K +363 +242%
HHCP
91
Hilton Head Capital Partners
South Carolina
$17.6K
HI
92
Harbour Investments
Wisconsin
$16.3K
BBHC
93
Brown Brothers Harriman & Co
New York
$14.5K
FFA
94
Farther Finance Advisors
California
$14.2K -$924K -25,263 -98%
JP Morgan Chase
95
JP Morgan Chase
New York
$14.2K +$2.85K +78 +23%
GT
96
Glenmede Trust
Pennsylvania
$12.3K +$12.8K +350 New
OSNBOA
97
Old Second National Bank of Aurora
Illinois
$11.3K
VAI
98
Vanguard Advisers Inc
Pennsylvania
$7K +$7.28K +199 New
UBS Group
99
UBS Group
Switzerland
$6.54K -$19K -521 -74%
ASN
100
Advisory Services Network
Georgia
$5.28K +$5.48K +150 New

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.