VanEck Morningstar SMID Moat ETF
SMOT
SMOT
65 hedge funds and large institutions have $165M invested in VanEck Morningstar SMID Moat ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
29% more capital invested
Capital invested by funds: $128M → $165M (+$37.2M)
0.32% less ownership
Funds ownership: 68.86% → 68.54% (-0.32%)
Holders
65
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$7.08M | |
| 2 | +$4.95M | |
| 3 | +$4.21M | |
| 4 |
AF
Apexium Financial
Dallas,
Texas
|
+$3.75M |
| 5 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$2.38M |
Top Sellers
| 1 | -$12.8M | |
| 2 | -$1.2M | |
| 3 | -$834K | |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$339K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$89.6K |