VanEck Morningstar SMID Moat ETF
SMOT
109 hedge funds and large institutions have $275M invested in VanEck Morningstar SMID Moat ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 44 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
9.48% more ownership
Funds ownership: 67.59% → 77.07% (+9.5%)
5% more funds holding
Funds holding: 104 → 109 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $285M → $275M (-$9.76M)
32% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$12.3M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$2.2M |
| 3 |
VT
Vise Technologies
New York
|
+$1.3M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$1.24M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.39M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.93M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$1.54M |
SMOT Hedge Fund Activity: Q4 2025 in Review
109 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q4 2025, worth a combined $275M — down 3.4% from $285M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SMOT positions and 12 closed out — a net gain of 7 holders — while 30 added to existing stakes and 44 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $6.39M.
- 109 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q4 2025, up from 104 in Q3 2025.
- Funds reported $275M of VanEck Morningstar SMID Moat ETF stock for Q4 2025, down 3.4% quarter-over-quarter.
- 19 funds opened new VanEck Morningstar SMID Moat ETF positions in Q4 2025 and 12 closed out, a net change of +7 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q4 2025 was United Capital Financial Advisors, an estimated $12.3M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q4 2025 was Bank of America, an estimated $6.39M sold.
Based on aggregated 13F filings for Q4 2025.