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VanEck Morningstar SMID Moat ETF

102 hedge funds and large institutions have $284M invested in VanEck Morningstar SMID Moat ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 46 reducing their positions, and 5 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:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

8.97% less ownership

Funds ownership: 76.3%67.33% (-9%)

35% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 46

Holders
102
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
LPL Financial
1
LPL Financial
California
$44.5M
GLA
2
Great Lakes Advisors
Illinois
$38.7M
GI
3
Gradient Investments
Minnesota
$28.5M
Morgan Stanley
4
Morgan Stanley
New York
$22M
Bank of America
5
Bank of America
North Carolina
$21.9M
FMN
6
Financial Management Network
California
$20M
AF
7
Apexium Financial
Texas
$11.9M
MFIM
8
Mesirow Financial Investment Management
Illinois
$9.3M
Raymond James Financial
9
Raymond James Financial
Florida
$6.76M
MML Investors Services
10
MML Investors Services
Massachusetts
$4.6M
EBSAM
11
Eubel Brady & Suttman Asset Management
Ohio
$2.9M
Jones Financial Companies
12
Jones Financial Companies
Missouri
$2.82M
Osaic Holdings
13
Osaic Holdings
Arizona
$2.78M
FOR
14
Family Office Research
Maryland
$2.77M
KAS
15
Kestra Advisory Services
Texas
$2.43M
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.41M
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.41M
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.39M
TPWA
19
TRUE Private Wealth Advisors
Oregon
$2.36M
CP
20
Creekside Partners
California
$2.34M
FFA
21
Farther Finance Advisors
California
$2.33M
PFS
22
Prospera Financial Services
Texas
$2.3M
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.27M
SEA
24
Stegent Equity Advisors
Texas
$2.24M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.22M