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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

98 hedge funds and large institutions have $314M invested in VanEck Morningstar SMID Moat ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
$328K
Net Calls
-$328K
Net Calls Change
-$328K

Top Buyers

1
GLA
Great Lakes Advisors
Illinois
+$30.6M
2
LPL Financial
LPL Financial
California
+$5.96M
3
Morgan Stanley
Morgan Stanley
New York
+$5.55M
4
GI
Gradient Investments
Minnesota
+$3.03M
5
Goldman Sachs
Goldman Sachs
New York
+$921K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.7M
2
FFA
Farther Finance Advisors
California
-$1.67M
3
ACS
Archford Capital Strategies
Illinois
-$979K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$949K
5
Truist Financial
Truist Financial
North Carolina
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
76
Whitaker-Myers Wealth Managers
Ohio
$218K +$25K +763 +13%
SAG
77
SageView Advisory Group
California
$215K – – –
SO
78
Sierra Ocean
California
$143K – – –
PTC
79
Private Trust Company
Ohio
$132K +$103K +3,149 +354%
IWP
80
IAG Wealth Partners
Wisconsin
$75.6K – – –
GWSG
81
GPS Wealth Strategies Group
Colorado
$35.4K – – –
EB
82
Eastern Bank
Massachusetts
$32.8K – – –
FWP
83
FAS Wealth Partners
Kansas
$20.8K -$27.4K -836 -57%
CIR
84
Clear Investment Research
Georgia
$18.9K +$164 +5 +0.9%
AAP
85
Arax Advisory Partners
Colorado
$17.6K +$17.6K +537 New
GWM
86
Geneos Wealth Management
Colorado
$15.1K +$11.5K +350 +318%
1IA
87
1620 Investment Advisors
Massachusetts
$12.3K +$164 +5 +1%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$7.4K -$7.76K -237 -51%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
MTIC
90
Missouri Trust & Investment Company
Missouri
$6.76K +$6.76K +206 New
GXJ
91
Global X Japan
Japan
$6.46K -$191K -5,819 -97%
VanEck Associates
92
VanEck Associates
New York
$5K – – –
EWA
93
EverSource Wealth Advisors
Alabama
$4.36K – – –
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$2.95K -$10.9K -332 -79%
AWM
95
AE Wealth Management
Kansas
$1.71K -$3.02K -92 -64%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$1.64K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.38K +$1.38K +42 New
CPG
98
Cornerstone Planning Group
New Jersey
$459 +$459 +15 New
ACS
99
Archford Capital Strategies
Illinois
– -$979K -28,397 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$594K -17,233 Closed
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