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VanEck Morningstar SMID Moat ETF
SMOT

100 hedge funds and large institutions have $289M invested in VanEck Morningstar SMID Moat ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 19

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $256M → $289M (+$32.3M)

8.41% more ownership

Funds ownership: 67.32% → 75.74% (+8.4%)

8% more funds holding

Funds holding: 93 → 100 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
52
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.3M
2
FFA
Farther Finance Advisors
California
+$9.91M
3
LPL Financial
LPL Financial
California
+$5.68M
4
Bank of America
Bank of America
North Carolina
+$1.89M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$9.24M
2
BFA
Brown Financial Advisors
Ohio
-$841K
3
OMC
Old Mission Capital
Illinois
-$673K
4
Jane Street
Jane Street
New York
-$566K
5
WWA
WCG Wealth Advisors
Nevada
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
VR
76
Valued Retirements
Texas
$208K – – –
GXJ
77
Global X Japan
Japan
$207K +$36K +1,009 +20%
WMWM
78
Whitaker-Myers Wealth Managers
Ohio
$203K +$210K +5,887 New
SO
79
Sierra Ocean
California
$146K +$151K +4,226 New
IWP
80
IAG Wealth Partners
Wisconsin
$79.5K – – –
UBS Group
81
UBS Group
Switzerland
$73K +$75.6K +2,119 New
FWP
82
FAS Wealth Partners
Kansas
$50.7K +$607 +17 +1%
GWSG
83
GPS Wealth Strategies Group
Colorado
$37.2K -$14.1K -395 -27%
EB
84
Eastern Bank
Massachusetts
$34.5K – – –
PTC
85
Private Trust Company
Ohio
$30.7K – – –
CIR
86
Clear Investment Research
Georgia
$19.7K +$250 +7 +1%
Comerica Bank
87
Comerica Bank
Texas
$17.2K +$17.8K +500 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$16K +$643 +18 +4%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$14.5K +$15.1K +422 New
CAS
90
Coppell Advisory Solutions
Texas
$13.3K +$13.2K +370 +2,176%
1IA
91
1620 Investment Advisors
Massachusetts
$12.8K +$178 +5 +1%
TRCT
92
Tower Research Capital (TRC)
New York
$12.4K +$12.9K +360 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
VanEck Associates
94
VanEck Associates
New York
$6K +$2.78K +78 +90%
AWM
95
AE Wealth Management
Kansas
$4.96K +$5.14K +144 New
EWA
96
EverSource Wealth Advisors
Alabama
$4.58K – – –
GWM
97
Geneos Wealth Management
Colorado
$3.79K +$3.93K +110 New
Simplex Trading
98
Simplex Trading
Illinois
$3K +$3.57K +100 New
KIM
99
Kestra Investment Management
Texas
$3K +$3.11K +87 New
Russell Investments Group
100
Russell Investments Group
United Kingdom
$1.72K – – –
1 2 3
4
5

SMOT Hedge Fund Activity: Q4 2024 in Review

100 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q4 2024, worth a combined $289M — up 13% from $256M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMOT positions and 11 closed out — a net gain of 10 holders — while 52 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.3M. The largest seller was Gradient Investments, cutting an estimated $9.24M.

  • 100 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q4 2024, up from 93 in Q3 2024.
  • Funds reported $289M of VanEck Morningstar SMID Moat ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 21 funds opened new VanEck Morningstar SMID Moat ETF positions in Q4 2024 and 11 closed out, a net change of +10 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q4 2024 was Morgan Stanley, an estimated $14.3M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q4 2024 was Gradient Investments, an estimated $9.24M sold.

Based on aggregated 13F filings for Q4 2024.