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VanEck Morningstar SMID Moat ETF

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 10098 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $328K

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$41.6M
GI
2
Gradient Investments
Minnesota
$39.7M
GLA
3
Great Lakes Advisors
Illinois
$30.6M
PWP
4
Principle Wealth Partners
Connecticut
$26.4M
Morgan Stanley
5
Morgan Stanley
New York
$20.8M
Bank of America
6
Bank of America
North Carolina
$16.8M
FMN
7
Financial Management Network
California
$16.2M
AF
8
Apexium Financial
Texas
$11.3M
MFIM
9
Mesirow Financial Investment Management
Illinois
$8.82M
Raymond James Financial
10
Raymond James Financial
Florida
$8.7M
FFA
11
Farther Finance Advisors
California
$7.46M
WIC
12
Woodmont Investment Counsel
Tennessee
$5.74M
KAS
13
Kestra Advisory Services
Texas
$4.94M
MML Investors Services
14
MML Investors Services
Massachusetts
$4.36M
Osaic Holdings
15
Osaic Holdings
Arizona
$2.98M
TPWA
16
TRUE Private Wealth Advisors
Oregon
$2.96M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.92M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.76M
FOR
19
Family Office Research
Maryland
$2.63M
EBSAM
20
Eubel Brady & Suttman Asset Management
Ohio
$2.55M
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$2.51M
BFA
22
Brown Financial Advisors
Ohio
$2.45M
VA
23
VestGen Advisors
Illinois
$2.24M
CP
24
Creekside Partners
California
$2.13M
EWA
25
EP Wealth Advisors
California
$2.06M