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Which hedge funds own SMH? VANECK ETF TRUST, Q2 2026 13F holders

38 tracked hedge funds disclosed a position in SMH (VANECK ETF TRUST) in their Q2 2026 13F filings, worth $932.8m in total. The largest holder by portfolio weight is Lotus Technology Management, LP at 11.0% of its book. 14 opened a new position this quarter: ADAPT Investment Managers SA, Marcho Partners LLP, Landscape Capital Management, L.L.C., Centiva Capital, LP. 20 exited: Hel Ved Capital Management Ltd, Agave Capital Management Ltd, Third Point LLC.

38
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
14
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
20
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$435m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$665m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$933m
Combined value
Sum of the holders' reported positions in the security.
3.1%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

38 rows
Lotus Technology Management, LP Hedge fund11.0%$9.0m12,291−39%reduced
ADAPT Investment Managers SA Hedge fund9.5%$41.9m63,911–new
Marcho Partners LLP Hedge fund9.1%$16.1m24,500–new
Rothschild Capital Partners, LLC Hedge fund7.4%$34.5m52,5330.0%held
Valence8 US LP Hedge fund4.6%$13.7m20,934−61%reduced
RH Tailwind Management, LLC Hedge fund2.6%$5.6m8,500−71%reduced
Dymon Asia Capital (Singapore) Pte. Ltd. Hedge fund1.6%$10.2m15,603+4.6%added
Landscape Capital Management, L.L.C. Hedge fund1.3%$19.7m30,000–new
Centiva Capital, LP Hedge fund1.3%$37.2m56,684–new
Black Maple Capital Management LP Hedge fund0.9%$1.3m2,0000.0%held
Corsair Capital Management, L.P. Hedge fund0.7%$5.6m8,500–new
Jain Global LLC Hedge fund0.7%$59.0m89,894–new
Stevens Capital Management LP Hedge fund0.7%$2.7m4,152+175%added
Caption Management, LLC Hedge fund0.5%$13.9m21,220−15%reduced
Balyasny Asset Management L.P. Hedge fund0.4%$193m293,759+1192%added
Woodline Partners LP Hedge fund0.3%$113m172,111+362%added
Capital Fund Management S.A. Hedge fund0.2%$25.3m38,613−20%reduced
Holocene Advisors, LP Hedge fund0.2%$78.7m120,000–new
Graham Capital Management, L.P. Hedge fund0.2%$6.7m10,200+16%added
BTG Pactual Asset Management US LLC Hedge fund0.2%$2.1m3,144–new
Greenland Capital Management LP Hedge fund0.1%$678k1,034–new
Nwi Management LP Hedge fund0.1%$2.0m3,0000.0%held
Hudson Bay Capital Management LP Hedge fund0.1%$24.9m37,960–new
Millennium Management LLC Hedge fund0.09%$133m203,071–new
Tudor Investment Corp ET AL Hedge fund0.09%$21.6m32,924−38%reduced
Twin Tree Management, LP Hedge fund0.08%$544k829−18%reduced
Walleye Capital LLC Hedge fund0.06%$12.0m18,299+1248%added
Edgestream Partners, L.P. Hedge fund0.05%$1.6m2,490+4.0%added
ExodusPoint Capital Management, LP Hedge fund0.03%$2.8m4,257–new
Verition Fund Management LLC Hedge fund0.02%$3.4m5,207−6.0%reduced
Brevan Howard Capital Management LP Hedge fund0.02%$1.5m2,348−88%reduced
Qube Research & Technologies Ltd Hedge fund0.01%$10.9m16,618–new
AQR Capital Management LLC Hedge fund0.01%$21.7m33,123+64%added
Marshall Wace, LLP Hedge fund0.0%$3.5m5,371−97%reduced
Point72 Asset Management, L.P. Hedge fund0.0%$1.1m1,750−61%reduced
Citadel Advisors LLC Hedge fund0.0%$2.2m3,315–new
CVA Family Office, LLC Family office0.0%$11.8k180.0%held
First Manhattan Long-only investor0.0%$397k605−11%reduced