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VanEck Morningstar SMID Moat ETF

104 hedge funds and large institutions have $285M invested in VanEck Morningstar SMID Moat ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

2% more funds holding

Funds holding: 102104 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $297M → $285M (-$12.3M)

8.92% less ownership

Funds ownership: 76.5%67.59% (-8.9%)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
31
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$44.5M +$2.71M +75,338 +7%
GLA
2
Great Lakes Advisors
Illinois
$38.7M +$2.69M +74,823 +7%
GI
3
Gradient Investments
Minnesota
$28.5M -$16.1M -447,762 -36%
Morgan Stanley
4
Morgan Stanley
New York
$22M +$1.52M +42,436 +7%
Bank of America
5
Bank of America
North Carolina
$21.9M -$116K -3,216 -0.5%
FMN
6
Financial Management Network
California
$20M -$321K -8,939 -2%
AF
7
Apexium Financial
Texas
$11.9M +$187K +5,207 +2%
MFIM
8
Mesirow Financial Investment Management
Illinois
$9.3M +$43.2K +1,202 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$6.76M +$346K +9,622 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$4.6M +$349K +9,707 +8%
EBSAM
11
Eubel Brady & Suttman Asset Management
Ohio
$2.9M +$114K +3,183 +4%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$2.82M +$433K +12,049 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.78M -$56.3K -1,568 -2%
FOR
14
Family Office Research
Maryland
$2.77M -$31.7K -883 -1%
KAS
15
Kestra Advisory Services
Texas
$2.43M -$106K -2,957 -4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.41M -$230K -6,402 -9%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.41M +$405K +11,268 +20%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.39M -$757K -21,067 -24%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$2.36M -$801K -22,300 -25%
CP
20
Creekside Partners
California
$2.34M -$16.1K -449 -0.7%
FFA
21
Farther Finance Advisors
California
$2.33M -$3.2M -89,131 -58%
PFS
22
Prospera Financial Services
Texas
$2.3M -$58.4K -1,624 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.27M +$1.46M +40,591 +181%
SEA
24
Stegent Equity Advisors
Texas
$2.24M -$383K -10,648 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.22M -$952K -26,494 -30%

SMOT Hedge Fund Activity: Q3 2025 in Review

104 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q3 2025, worth a combined $285M — down 4.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMOT positions and 5 closed out — a net gain of 4 holders — while 31 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.71M. The largest seller was Gradient Investments, cutting an estimated $16.1M.

  • 104 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $285M of VanEck Morningstar SMID Moat ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar SMID Moat ETF positions in Q3 2025 and 5 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q3 2025 was LPL Financial, an estimated $2.71M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q3 2025 was Gradient Investments, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2025.