VanEck Morningstar SMID Moat ETF
SMOT
99 hedge funds and large institutions have $315M 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, 28 reducing their positions, and 11 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
68% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 28
9% more capital invested
Capital invested by funds: $289M → $315M (+$26.2M)
0.96% more ownership
Funds ownership: 75.74% → 76.7% (+0.96%)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 100 → 99 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $328K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$32.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.34M |
| 3 |
Morgan Stanley
New York
|
+$5.91M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.23M |
| 5 |
Goldman Sachs
New York
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.2M |
| 2 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$1.77M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.01M |
| 4 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$979K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$919K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$594K | -17,233 | Closed |
|
102
Citadel Advisors
Miami,
Florida
| – | -$558K | -16,185 | Closed |
|
103
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$429K | -12,446 | Closed |
|
104
M&T Bank
Buffalo,
New York
| – | -$223K | -6,475 | Closed |
|
|
WWM
105
Whalen Wealth Management
Las Vegas,
Nevada
| – | -$210K | -6,093 | Closed |
|
|
VR
106
Valued Retirements
Houston,
Texas
| – | -$208K | -6,020 | Closed |
|
107
UBS Group
Zurich,
Switzerland
| – | -$73K | -2,119 | Closed |
|
|
CAS
108
Coppell Advisory Solutions
Coppell,
Texas
| – | -$13.3K | -387 | Closed |
|
109
Simplex Trading
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
|
KIM
110
Kestra Investment Management
Austin,
Texas
| – | -$3K | -87 | Closed |
|
SMOT Hedge Fund Activity: Q1 2025 in Review
99 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q1 2025, worth a combined $315M — up 9.1% from $289M a quarter earlier.
Fund positioning in SMOT was balanced in Q1 2025: 11 funds opened new positions, 11 closed out, 47 added to existing stakes and 28 trimmed.
The largest buyer was Great Lakes Advisors, opening a new position worth an estimated $32.6M. The largest seller was Bank of America, cutting an estimated $8.2M.
- 99 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q1 2025, down from 100 in Q4 2024.
- Funds reported $315M of VanEck Morningstar SMID Moat ETF stock for Q1 2025, up 9.1% quarter-over-quarter.
- 11 funds opened new VanEck Morningstar SMID Moat ETF positions in Q1 2025 and 11 closed out, a net change of 0 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q1 2025 was Great Lakes Advisors, an estimated $32.6M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q1 2025 was Bank of America, an estimated $8.2M sold.
Based on aggregated 13F filings for Q1 2025.