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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.71M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$2.69M |
| 3 |
Morgan Stanley
New York
|
+$1.52M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.46M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$763K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$16.1M |
| 2 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
-$5.5M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$3.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$952K |
| 5 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$916K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Russell Investments Group
London,
United Kingdom
| $5.67K | +$3.85K | +107 | +214% |
|
102
VanEck Associates
New York
| $4K | -$1.47K | -41 | -25% |
|
|
AWM
103
AE Wealth Management
Topeka,
Kansas
| $3.14K | -$2.48K | -69 | -44% |
|
|
DFA
104
DHJJ Financial Advisors
Naperville,
Illinois
| $73 | +$72 | +2 | New |
|
105
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$442K | -12,688 | Closed |
|
106
Envestnet Asset Management
Chicago,
Illinois
| – | -$311K | -8,924 | Closed |
|
|
SO
107
Sierra Ocean
Ripon,
California
| – | -$143K | -4,226 | Closed |
|
|
AAP
108
Arax Advisory Partners
Denver,
Colorado
| – | -$49.8K | -1,432 | Closed |
|
|
CFD
109
Creative Financial Designs
Kokomo,
Indiana
| – | -$800 | -23 | Closed |
|
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.