SMOT icon

VanEck Morningstar SMID Moat ETF
SMOT

Overview Fund Activity

30 hedge funds and large institutions have $51.2M invested in VanEck Morningstar SMID Moat ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWP
1
Principle Wealth Partners
Connecticut
$14M
2
Mariner
2
Mariner
Kansas
$4.33M
3
LPL Financial
3
LPL Financial
California
$3.97M
4
FMN
4
Financial Management Network
California
$10.1M
5
FFA
5
First Foundation Advisors
California
$1.45M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$21.4K
5
GI
5
Gradient Investments
Minnesota
$3.37K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIR
26
Clear Investment Research
Georgia
$47K -$5.36K -179 -10%
TRCT
27
Tower Research Capital (TRC)
New York
$21.4K -$87.2K -2,913 -80%
SPIA
28
Steward Partners Investment Advisory
New York
$20.4K +$20.4K +680 New
GI
29
Gradient Investments
Minnesota
$3.37K -$59K -1,979 -95%
Morgan Stanley
30
Morgan Stanley
New York
$1.89K – – –
RA
31
RFG Advisory
Alabama
– -$1.13M -39,785 Closed
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
– -$434K -15,257 Closed
Citadel Advisors
33
Citadel Advisors
Florida
– -$260K -9,146 Closed
1
2