SMOT icon

VanEck Morningstar SMID Moat ETF
SMOT

Overview Fund Activity

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
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.31%
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

1
GI
Gradient Investments
Minnesota
$43M
2
LPL Financial
LPL Financial
California
$21.4M
3
PWP
Principle Wealth Partners
Connecticut
$24.9M
4
RVPG
Relative Value Partners Group
$1.23M
5
AF
Apexium Financial
Texas
$6.72M

Top Sellers

1
DP
Denver PWM
Colorado
$0
2
ACM
Avalon Capital Management
California
$2.12M
3
Bank of America
Bank of America
North Carolina
$12.6M
4
WWM
Western Wealth Management
Colorado
$0
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
26
Patton Albertson Miller Group
Tennessee
$1.4M -$43.1K -1,349 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.38M +$463K +14,657 +50%
SPIA
28
Steward Partners Investment Advisory
New York
$1.37M +$18.9K +592 +1%
PWP
29
Pursue Wealth Partners
California
$1.28M – – –
LSPW
30
Lake Street Private Wealth
Illinois
$1.23M +$260K +8,137 +27%
RVPG
31
Relative Value Partners Group
$1.23M +$1.23M +38,427 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.11M -$331K -10,363 -23%
SI
33
Stephens Inc
Arkansas
$1.06M -$190K -5,946 -15%
EH
34
Equitable Holdings
New York
$1.01M +$3.39K +106 +0.3%
BFA
35
Beaumont Financial Advisors
Massachusetts
$998K +$5.27K +165 +0.5%
AWA
36
Acorn Wealth Advisors
Michigan
$997K +$309K +9,677 +45%
ACS
37
Archford Capital Strategies
Illinois
$868K +$868K +27,173 New
AI
38
Atria Investments
North Carolina
$816K +$816K +25,540 New
SA
39
Sanctuary Advisors
Indiana
$813K +$813K +25,308 New
ATC
40
Argent Trust Co
Tennessee
$791K +$76.7K +2,400 +11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$785K +$307K +9,595 +64%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$703K +$268K +8,400 +62%
AW
43
Atlas Wealth
Ohio
$636K +$365K +11,521 +135%
EFS
44
Essex Financial Services
Connecticut
$603K +$603K +18,860 New
IF
45
IRON Financial
Illinois
$573K +$573K +17,930 New
VF
46
VitalStone Financial
Texas
$551K -$63K -1,972 -10%
CFS
47
Coordinated Financial Services
Colorado
$505K +$26.9K +843 +6%
SFS
48
Stiles Financial Services
Minnesota
$469K +$102K +3,183 +28%
WWA
49
WCG Wealth Advisors
Nevada
$450K +$450K +14,067 New
TPWA
50
TRUE Private Wealth Advisors
Oregon
$438K -$4.76K -149 -1%
1
2
3 4 5