VanEck Morningstar SMID Moat ETFSMOT
SMOT
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
174% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 19
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
12% more capital invested
Capital invested by funds: $256M [Q3] → $287M (+$31.3M) [Q4]
9% more funds holding
Funds holding: 92 [Q3] → 100 (+8) [Q4]
8.14% more ownership
Funds ownership: 67.22% [Q3] → 75.35% (+8.14%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SMOT.
Financial journalist opinion
Neutral
ETF Trends
1 month ago
Avoid Concentration Risk in Quality SMIDCap ETF SMOT
Concentration risk may be the key problem for investors this year. With government policy changes still up in the air, investor overreliance on just a few big tech names presents the biggest issue for any portfolios.
Neutral
Zacks Investment Research
2 months ago
Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?
Launched on 10/04/2022, the VanEck Morningstar SMID Moat ETF (SMOT) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
Positive
ETF Trends
2 months ago
Building a 2025 Portfolio: Inflation Hedges and AI Plays
By Patrick Schramm, ETF Strategist This blog explores practical strategies to align your portfolio with the key macroeconomic trends outlined in CEO Jan van Eck's 2025 outlook. An investment in the VanEck Bitcoin ETF (“HODL”) and VanEck Merk Gold ETF (“OUNZ”) (collectively, the “Trusts”) involves significant risk and may not be suitable for all investors.
Positive
ETF Trends
3 months ago
Broad Market Gains Shape Moat Strategies for 2025
U.S. equities soared in November, with small caps leading the rally. Moat strategies benefitted from strong earnings, but faced headwinds from sector allocations.
Neutral
Business Wire
3 months ago
VanEck Announces Year-End Distributions for VanEck Equity ETFs
NEW YORK--(BUSINESS WIRE)--VanEck has announced the 2024 annual distributions per share for its VanEck equity exchange-traded funds (ETFs).
Neutral
Zacks Investment Research
4 months ago
Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?
A smart beta exchange traded fund, the VanEck Morningstar SMID Moat ETF (SMOT) debuted on 10/04/2022, and offers broad exposure to the Style Box - All Cap Blend category of the market.
Neutral
ETF Trends
5 months ago
VIDEO: ETF of the Week: SMOT
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Neutral
ETF Trends
5 months ago
ETF of the Week: VanEck Morningstar SMID Moat ETF (SMOT)
VettaFi's Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and strategy, visit the Beyond Basic Beta Channel.
Positive
ETF Trends
5 months ago
Time Could Be Right for This Wide Moat ETF
Broader gauges of smaller stocks, both mid- and small-caps, are lagging the S&P 500 on a YTD basis. But those indexes have also delivered double-digit returns.
Neutral
Zacks Investment Research
6 months ago
Is VanEck Morningstar SMID Moat ETF (SMOT) a Strong ETF Right Now?
Launched on 10/04/2022, the VanEck Morningstar SMID Moat ETF (SMOT) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
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