VanEck Morningstar SMID Moat ETF
SMOT
21 hedge funds and large institutions have $19.2M invested in VanEck Morningstar SMID Moat ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.
320% more funds holding
Funds holding: 5 → 21 (+16)
27% more capital invested
Capital invested by funds: $15.2M → $19.2M (+$4.04M)
1.94% more ownership
Funds ownership: 8.46% → 10.4% (+1.9%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMN
Financial Management Network
Mission Viejo,
California
|
+$8.2M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.98M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.29M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$856K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$794K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$13.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$180K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$150K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$140K |
SMOT Hedge Fund Activity: Q1 2023 in Review
21 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q1 2023, worth a combined $19.2M — up 27% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SMOT positions and 0 closed out — a net gain of 16 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Financial Management Network, opening a new position worth an estimated $8.2M. The largest seller was Gradient Investments, cutting an estimated $13.5M.
- 21 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $19.2M of VanEck Morningstar SMID Moat ETF stock for Q1 2023, up 27% quarter-over-quarter.
- 16 funds opened new VanEck Morningstar SMID Moat ETF positions in Q1 2023 and 0 closed out, a net change of +16 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q1 2023 was Financial Management Network, an estimated $8.2M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q1 2023 was Gradient Investments, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2023.