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VanEck Morningstar SMID Moat ETF

107 hedge funds and large institutions have $274M invested in VanEck Morningstar SMID Moat ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $284M → $274M (-$10.1M)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

Holders
107
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
GLA
1
Great Lakes Advisors
Illinois
$41.1M
LPL Financial
2
LPL Financial
California
$39.7M
GI
3
Gradient Investments
Minnesota
$29.8M
Morgan Stanley
4
Morgan Stanley
New York
$21.8M
FMN
5
Financial Management Network
California
$20.4M
Bank of America
6
Bank of America
North Carolina
$15.6M
UCFA
7
United Capital Financial Advisors
Texas
$12.3M
MFIM
8
Mesirow Financial Investment Management
Illinois
$7.79M
Raymond James Financial
9
Raymond James Financial
Florida
$6.89M
MML Investors Services
10
MML Investors Services
Massachusetts
$5.06M
FAL
11
Focused Alpha LLC
Colorado
$3.81M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$3.5M
Jones Financial Companies
13
Jones Financial Companies
Missouri
$3.3M
EBSAM
14
Eubel Brady & Suttman Asset Management
Ohio
$2.93M
FOR
15
Family Office Research
Maryland
$2.44M
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.39M
SEA
17
Stegent Equity Advisors
Texas
$2.38M
CP
18
Creekside Partners
California
$2.34M
PFS
19
Prospera Financial Services
Texas
$2.32M
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.28M
TA
21
TPG Advisors
Illinois
$2.23M
TPWA
22
TRUE Private Wealth Advisors
Oregon
$2.04M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.92M
SI
24
Stephens Inc
Arkansas
$1.79M
Stifel Financial
25
Stifel Financial
Missouri
$1.77M