SMOT icon

VanEck Morningstar SMID Moat ETF

93 hedge funds and large institutions have $256M invested in VanEck Morningstar SMID Moat ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
40
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
26
Pursue Wealth Partners
California
$1.65M +$253K +7,221 +18%
TA
27
TPG Advisors
Illinois
$1.64M +$36.3K +1,037 +2%
MFS
28
Mattson Financial Services
Michigan
$1.58M -$10.4K -325 -0.7%
PAMG
29
Patton Albertson Miller Group
Tennessee
$1.52M -$13.3K -381 -0.9%
SPIA
30
Steward Partners Investment Advisory
New York
$1.5M +$2.77K +79 +0.2%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.37M +$151K +4,316 +12%
PW
32
Paladin Wealth
Minnesota
$1.36M +$1.36M +38,859 New
SI
33
Stephens Inc
Arkansas
$1.31M +$150K +4,282 +13%
AWA
34
Acorn Wealth Advisors
Michigan
$1.26M +$165K +4,707 +15%
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.1M +$2.98K +85 +0.3%
EH
36
Equitable Holdings
New York
$1.07M -$36.2K -1,033 -3%
ACS
37
Archford Capital Strategies
Illinois
$930K -$30.8K -871 -3%
SA
38
Sanctuary Advisors
Indiana
$899K -$33.7K -914 -4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$880K +$109K +3,118 +14%
ATC
40
Argent Trust Co
Tennessee
$874K +$7.01K +200 +0.8%
SEA
41
Stegent Equity Advisors
Texas
$745K +$745K +21,266 New
OMC
42
Old Mission Capital
Illinois
$673K +$673K +19,209 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$658K -$201K -5,754 -23%
IF
44
IRON Financial
Illinois
$629K +$911 +26 +0.1%
EFS
45
Essex Financial Services
Connecticut
$619K -$40.5K -1,158 -6%
Jane Street
46
Jane Street
New York
$566K +$566K +16,164 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$517K +$493K +14,068 +2,103%
WWA
48
WCG Wealth Advisors
Nevada
$496K +$3.08K +88 +0.6%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$471K -$19.1M -544,762 -98%
SFS
50
Stiles Financial Services
Minnesota
$469K -$45.5K -1,300 -9%