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VanEck Morningstar SMID Moat ETF

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
Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
21
Increased
32
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
26
Pursue Wealth Partners
California
$1.26M
CIAS
27
Capital Investment Advisory Services
North Carolina
$1.12M +$246K +7,797 +28%
VWA
28
Visionary Wealth Advisors
Illinois
$1M +$1M +31,816 New
EH
29
Equitable Holdings
New York
$898K +$448K +14,215 +99%
BFA
30
Beaumont Financial Advisors
Massachusetts
$892K +$143K +4,550 +19%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$856K +$856K +27,168 New
HighTower Advisors
32
HighTower Advisors
Illinois
$705K +$262K +8,482 +59%
VF
33
VitalStone Financial
Texas
$642K -$30.6K -972 -5%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$620K -$42.7K -1,354 -6%
ATC
35
Argent Trust Co
Tennessee
$573K +$250K +7,950 +78%
WWM
36
Western Wealth Management
Colorado
$562K +$562K +17,848 New
CAN
37
Cetera Advisor Networks
California
$501K +$501K +15,920 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$451K +$451K +14,305 New
Citadel Advisors
39
Citadel Advisors
Florida
$449K +$98K +3,110 +28%
PAG
40
Private Advisor Group
New Jersey
$448K +$52.5K +1,667 +13%
AA
41
Ancora Advisors
Ohio
$426K +$170K +5,383 +66%
AWA
42
Acorn Wealth Advisors
Michigan
$407K +$100K +3,175 +33%
LSPW
43
Lake Street Private Wealth
Illinois
$360K +$360K +11,440 New
AC
44
AlphaCore Capital
California
$358K
SI
45
Stephens Inc
Arkansas
$322K +$322K +10,219 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$310K +$310K +9,848 New
PFS
47
Prospera Financial Services
Texas
$310K -$5.51K -175 -2%
BWP
48
Balboa Wealth Partners
Arizona
$299K +$299K +9,493 New
EWA
49
Etesian Wealth Advisors
Oregon
$296K +$296K +9,343 New
CAL
50
Capital Analysts LLC
Pennsylvania
$293K +$135K +4,271 +85%