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VanEck Morningstar SMID Moat ETF

80 hedge funds and large institutions have $225M invested in VanEck Morningstar SMID Moat ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
34
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.44M -$59.5K -1,745 -4%
PWP
27
Pursue Wealth Partners
California
$1.36M
SI
28
Stephens Inc
Arkansas
$1.33M +$986K +28,918 +283%
WWM
29
Western Wealth Management
Colorado
$1.23M +$618K +18,109 +101%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.08M +$1.08M +800 New
EH
31
Equitable Holdings
New York
$1.08M +$102K +2,994 +10%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.06M +$93.7K +2,746 +10%
LSPW
33
Lake Street Private Wealth
Illinois
$1.03M +$643K +18,850 +165%
HighTower Advisors
34
HighTower Advisors
Illinois
$986K +$211K +6,218 +27%
CIAS
35
Capital Investment Advisory Services
North Carolina
$871K -$345K -10,111 -28%
ATC
36
Argent Trust Co
Tennessee
$762K +$142K +4,150 +23%
AWA
37
Acorn Wealth Advisors
Michigan
$734K +$293K +8,600 +67%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$691K +$203K +5,962 +42%
VF
39
VitalStone Financial
Texas
$656K -$39.9K -1,170 -6%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$632K -$295K -8,649 -32%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$618K -$53K -1,553 -8%
IWM
42
IHT Wealth Management
Illinois
$599K +$599K +17,575 New
AMBIA
43
Allen Mooney & Barnes Investment Advisors
Georgia
$559K +$559K +17,015 New
BWP
44
Balboa Wealth Partners
Arizona
$541K +$218K +6,381 +67%
CFS
45
Coordinated Financial Services
Colorado
$511K +$511K +14,971 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$510K -$2.53M -74,184 -83%
TPWA
47
TRUE Private Wealth Advisors
Oregon
$472K +$472K +13,852 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$464K +$128K +3,758 +38%
AA
49
Ancora Advisors
Ohio
$461K
BCI
50
Brinker Capital Investments
Pennsylvania
$457K -$1.22M -35,671 -73%