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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.3M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$9.91M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.68M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.89M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$9.24M |
| 2 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$841K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$673K |
| 4 |
Jane Street
New York
|
-$566K |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
101
Old Mission Capital
Chicago,
Illinois
| – | -$673K | -19,209 | Closed |
|
|
102
Jane Street
New York
| – | -$566K | -16,164 | Closed |
|
|
WWA
103
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$496K | -14,155 | Closed |
|
|
BCI
104
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$409K | -11,667 | Closed |
|
|
OPS
105
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$409K | -11,667 | Closed |
|
|
BWP
106
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$298K | -8,519 | Closed |
|
|
RC
107
Randolph Company
Cincinnati,
Ohio
| – | -$220K | -6,267 | Closed |
|
108
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -148 | Closed |
|
|
FHA
109
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.44K | -41 | Closed |
|
|
HI
110
Harbour Investments
Madison,
Wisconsin
| – | -$911 | -26 | Closed |
|
|
CA
111
Continuum Advisory
Eagle,
Idaho
| – | -$470 | -13 | Closed |
|
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.