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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

98 hedge funds and large institutions have $314M 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, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
47
Reduced
27
Closed
11
Calls
–
Puts
$328K
Net Calls
-$328K
Net Calls Change
-$328K

Top Buyers

1
GLA
Great Lakes Advisors
Illinois
+$30.6M
2
LPL Financial
LPL Financial
California
+$5.96M
3
Morgan Stanley
Morgan Stanley
New York
+$5.55M
4
GI
Gradient Investments
Minnesota
+$3.03M
5
Goldman Sachs
Goldman Sachs
New York
+$921K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$7.7M
2
FFA
Farther Finance Advisors
California
-$1.67M
3
ACS
Archford Capital Strategies
Illinois
-$979K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$949K
5
Truist Financial
Truist Financial
North Carolina
-$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$41.6M +$5.96M +181,667 +17%
GI
2
Gradient Investments
Minnesota
$39.7M +$3.03M +92,434 +8%
GLA
3
Great Lakes Advisors
Illinois
$30.6M +$30.6M +933,735 New
PWP
4
Principle Wealth Partners
Connecticut
$26.4M +$855K +26,072 +3%
Morgan Stanley
5
Morgan Stanley
New York
$20.8M +$5.55M +169,181 +36%
Bank of America
6
Bank of America
North Carolina
$16.8M -$7.7M -234,778 -31%
FMN
7
Financial Management Network
California
$16.2M +$817K +28,007 +5%
AF
8
Apexium Financial
Texas
$11.3M +$395K +12,041 +4%
MFIM
9
Mesirow Financial Investment Management
Illinois
$8.82M -$262K -8,000 -3%
Raymond James Financial
10
Raymond James Financial
Florida
$8.7M +$683K +20,817 +9%
FFA
11
Farther Finance Advisors
California
$7.46M -$1.67M -50,660 -18%
WIC
12
Woodmont Investment Counsel
Tennessee
$5.74M +$364K +11,107 +7%
KAS
13
Kestra Advisory Services
Texas
$4.94M +$212K +6,459 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.36M +$392K +11,941 +10%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.98M +$303K +9,233 +11%
TPWA
16
TRUE Private Wealth Advisors
Oregon
$2.96M +$344K +10,481 +13%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.92M +$184K +5,626 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.76M -$949K -28,957 -26%
FOR
19
Family Office Research
Maryland
$2.63M -$156K -4,764 -6%
EBSAM
20
Eubel Brady & Suttman Asset Management
Ohio
$2.55M -$104K -3,186 -4%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$2.51M +$48.8K +1,488 +2%
BFA
22
Brown Financial Advisors
Ohio
$2.45M +$97.6K +2,978 +4%
VA
23
VestGen Advisors
Illinois
$2.24M +$2.24M +68,319 New
CP
24
Creekside Partners
California
$2.13M +$90.6K +2,764 +4%
EWA
25
EP Wealth Advisors
California
$2.06M – – –
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