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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
FIA
76
Foundations Investment Advisors
Arizona
$244K +$243K +6,769 New
SA
77
Sanctuary Advisors
Indiana
$244K -$2.37K -66 -1%
SAG
78
SageView Advisory Group
California
$237K – – –
EWA
79
Etesian Wealth Advisors
Oregon
$237K -$21.1K -586 -8%
OC
80
Oppenheimer & Co
New York
$233K +$25K +696 +12%
IA
81
IFP Advisors
Florida
$157K -$105K -2,914 -40%
BONH
82
Bank of New Hampshire
New Hampshire
$148K +$147K +4,095 New
UBS Group
83
UBS Group
Switzerland
$105K +$78.3K +2,178 +303%
BlackRock
84
BlackRock
New York
$103K +$216 +6 +0.2%
IWP
85
IAG Wealth Partners
Wisconsin
$83.2K – – –
PTC
86
Private Trust Company
Ohio
$59.9K – – –
AF
87
Allworth Financial
California
$40.8K +$29.3K +816 +258%
GWM
88
Geneos Wealth Management
Colorado
$40.2K +$21.6K +600 +117%
GWSG
89
GPS Wealth Strategies Group
Colorado
$39K – – –
Optiver Holding
90
Optiver Holding
Netherlands
$37.1K +$36.9K +1,028 New
EB
91
Eastern Bank
Massachusetts
$36.1K – – –
CIR
92
Clear Investment Research
Georgia
$25K +$1.47K +41 +6%
FWP
93
FAS Wealth Partners
Kansas
$22.9K – – –
AssetMark Inc
94
AssetMark Inc
California
$20.5K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$18.6K -$380K -10,570 -95%
1IA
96
1620 Investment Advisors
Massachusetts
$18K – – –
BBHC
97
Brown Brothers Harriman & Co
New York
$14.9K +$14.8K +412 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$11K +$11K +305 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$8.77K +$8.73K +243 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
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.