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VanEck Morningstar SMID Moat ETF
SMOT

90 hedge funds and large institutions have $227M invested in VanEck Morningstar SMID Moat ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

13% more funds holding

Funds holding: 80 → 90 (+10)

1% more capital invested

Capital invested by funds: $225M → $227M (+$2.63M)

0.16% more ownership

Funds ownership: 66.76% → 66.92% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
36
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$11.2M
2
LPL Financial
LPL Financial
California
+$6.09M
3
PWP
Principle Wealth Partners
Connecticut
+$1.66M
4
RVPG
Relative Value Partners Group
+$1.24M
5
AF
Apexium Financial
Texas
+$933K

Top Sellers

Rank Fund Capital Flow
1
DP
Denver PWM
Colorado
-$9.03M
2
ACM
Avalon Capital Management
California
-$1.95M
3
Bank of America
Bank of America
North Carolina
-$1.84M
4
WWM
Western Wealth Management
Colorado
-$1.23M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
26
Patton Albertson Miller Group
Tennessee
$1.4M -$43.5K -1,349 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.38M +$473K +14,657 +50%
SPIA
28
Steward Partners Investment Advisory
New York
$1.37M +$19.1K +592 +1%
PWP
29
Pursue Wealth Partners
California
$1.28M – – –
LSPW
30
Lake Street Private Wealth
Illinois
$1.23M +$263K +8,137 +27%
RVPG
31
Relative Value Partners Group
$1.23M +$1.24M +38,427 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.11M -$334K -10,363 -23%
SI
33
Stephens Inc
Arkansas
$1.06M -$192K -5,946 -15%
EH
34
Equitable Holdings
New York
$1.01M +$3.42K +106 +0.3%
BFA
35
Beaumont Financial Advisors
Massachusetts
$998K +$5.33K +165 +0.5%
AWA
36
Acorn Wealth Advisors
Michigan
$997K +$312K +9,677 +45%
ACS
37
Archford Capital Strategies
Illinois
$868K +$877K +27,173 New
AI
38
Atria Investments
North Carolina
$816K +$824K +25,540 New
SA
39
Sanctuary Advisors
Indiana
$813K +$817K +25,308 New
ATC
40
Argent Trust Co
Tennessee
$791K +$77.5K +2,400 +11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$785K +$310K +9,595 +64%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$703K +$271K +8,400 +62%
AW
43
Atlas Wealth
Ohio
$636K +$372K +11,521 +135%
EFS
44
Essex Financial Services
Connecticut
$603K +$609K +18,860 New
IF
45
IRON Financial
Illinois
$573K +$579K +17,930 New
VF
46
VitalStone Financial
Texas
$551K -$63.6K -1,972 -10%
CFS
47
Coordinated Financial Services
Colorado
$505K +$27.2K +843 +6%
SFS
48
Stiles Financial Services
Minnesota
$469K +$103K +3,183 +28%
WWA
49
WCG Wealth Advisors
Nevada
$450K +$454K +14,067 New
TPWA
50
TRUE Private Wealth Advisors
Oregon
$438K -$4.81K -149 -1%
1
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3 4 5

SMOT Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q2 2024, worth a combined $227M — up 1.2% from $225M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SMOT positions and 11 closed out — a net gain of 11 holders — while 36 added to existing stakes and 25 trimmed.

The largest buyer was Gradient Investments, adding an estimated $11.2M. The largest seller was Denver PWM, exiting entirely with an estimated $9.03M sold.

  • 90 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $227M of VanEck Morningstar SMID Moat ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 22 funds opened new VanEck Morningstar SMID Moat ETF positions in Q2 2024 and 11 closed out, a net change of +11 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q2 2024 was Gradient Investments, an estimated $11.2M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q2 2024 was Denver PWM, an estimated $9.03M sold.

Based on aggregated 13F filings for Q2 2024.