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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

100 hedge funds and large institutions have $289M invested in VanEck Morningstar SMID Moat ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
52
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.1M
2
FFA
2
Farther Finance Advisors
California
$9.57M
3
LPL Financial
3
LPL Financial
California
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$25.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.82M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$38.6M
2
BFA
2
Brown Financial Advisors
Ohio
$2.47M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Jane Street
4
Jane Street
New York
$0
5
WWA
5
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
26
First Foundation Advisors
California
$1.76M +$82.9K +2,406 +5%
SPIA
27
Steward Partners Investment Advisory
New York
$1.71M +$235K +6,829 +16%
Stifel Financial
28
Stifel Financial
Missouri
$1.71M -$44.8K -1,299 -3%
MFS
29
Mattson Financial Services
Michigan
$1.69M -$50K -1,426 -3%
TA
30
TPG Advisors
Illinois
$1.64M +$25.4K +738 +2%
PWP
31
Pursue Wealth Partners
California
$1.63M – – –
SEA
32
Stegent Equity Advisors
Texas
$1.51M +$775K +22,469 +106%
PFS
33
Prospera Financial Services
Texas
$1.37M +$1M +29,070 +272%
SI
34
Stephens Inc
Arkansas
$1.35M +$62.2K +1,805 +5%
AWA
35
Acorn Wealth Advisors
Michigan
$1.28M +$45.8K +1,329 +4%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.2M +$691K +20,037 +136%
PAMG
37
Patton Albertson Miller Group
Tennessee
$1.13M -$366K -10,630 -25%
BFA
38
Beaumont Financial Advisors
Massachusetts
$1.11M +$28.9K +837 +3%
PW
39
Paladin Wealth
Minnesota
$1.06M -$281K -8,142 -21%
EH
40
Equitable Holdings
New York
$1.05M -$9.2K -267 -0.9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$990K +$124K +3,600 +14%
ACS
42
Archford Capital Strategies
Illinois
$979K +$72.2K +2,095 +8%
ATC
43
Argent Trust Co
Tennessee
$870K +$10.3K +300 +1%
SA
44
Sanctuary Advisors
Indiana
$859K -$36.7K -1,000 -4%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$801K +$153K +4,448 +24%
FFG
46
First Financial Group
North Carolina
$768K +$768K +22,266 New
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$699K +$699K +20,281 New
IWM
48
IHT Wealth Management
Illinois
$691K +$691K +20,050 New
SFS
49
Stiles Financial Services
Minnesota
$678K +$217K +6,300 +47%
IF
50
IRON Financial
Illinois
$650K +$31.1K +903 +5%
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