VanEck Morningstar SMID Moat ETF
SMOT
46 hedge funds and large institutions have $128M invested in VanEck Morningstar SMID Moat ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
633% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 3
150% more capital invested
Capital invested by funds: $51.2M → $128M (+$76.7M)
53% more funds holding
Funds holding: 30 → 46 (+16)
7.41% more ownership
Funds ownership: 61.45% → 68.86% (+7.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$43.2M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
+$7.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.64M |
| 4 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$4.33M |
| 5 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$304K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$110K |
| 3 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$100K |
| 4 |
CIR
Clear Investment Research
Alpharetta,
Georgia
|
-$30.2K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$21.4K |
SMOT Hedge Fund Activity: Q3 2023 in Review
46 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q3 2023, worth a combined $128M — up 150% from $51.2M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SMOT positions and 2 closed out — a net gain of 16 holders — while 22 added to existing stakes and 3 trimmed.
The largest buyer was Gradient Investments, adding an estimated $43.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $304K sold.
- 46 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $128M of VanEck Morningstar SMID Moat ETF stock for Q3 2023, up 150% quarter-over-quarter.
- 18 funds opened new VanEck Morningstar SMID Moat ETF positions in Q3 2023 and 2 closed out, a net change of +16 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q3 2023 was Gradient Investments, an estimated $43.2M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q3 2023 was Goldman Sachs, an estimated $304K sold.
Based on aggregated 13F filings for Q3 2023.