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VanEck Morningstar SMID Moat ETF

100 hedge funds and large institutions have $296M invested in VanEck Morningstar SMID Moat ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$43M
LPL Financial
2
LPL Financial
California
$40.3M
GLA
3
Great Lakes Advisors
Illinois
$34.8M
Bank of America
4
Bank of America
North Carolina
$21.2M
FMN
5
Financial Management Network
California
$20.2M
Morgan Stanley
6
Morgan Stanley
New York
$19.7M
AF
7
Apexium Financial
Texas
$11.3M
MFIM
8
Mesirow Financial Investment Management
Illinois
$8.93M
Raymond James Financial
9
Raymond James Financial
Florida
$6.19M
WIC
10
Woodmont Investment Counsel
Tennessee
$6.11M
FFA
11
Farther Finance Advisors
California
$5.35M
MML Investors Services
12
MML Investors Services
Massachusetts
$4.1M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.06M
TPWA
14
TRUE Private Wealth Advisors
Oregon
$3.06M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.04M
Osaic Holdings
16
Osaic Holdings
Arizona
$2.8M
FOR
17
Family Office Research
Maryland
$2.7M
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$2.69M
BFA
19
Brown Financial Advisors
Ohio
$2.55M
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.55M
SEA
21
Stegent Equity Advisors
Texas
$2.53M
KAS
22
Kestra Advisory Services
Texas
$2.44M
Jones Financial Companies
23
Jones Financial Companies
Missouri
$2.29M
PFS
24
Prospera Financial Services
Texas
$2.27M
CP
25
Creekside Partners
California
$2.27M