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VanEck Morningstar SMID Moat ETF
SMOT

65 hedge funds and large institutions have $165M invested in VanEck Morningstar SMID Moat ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

41% more funds holding

Funds holding: 46 → 65 (+19)

29% more capital invested

Capital invested by funds: $128M → $165M (+$37.2M)

0.32% less ownership

Funds ownership: 68.86% → 68.54% (-0.32%)

Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
21
Increased
32
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.42M
2
MFIM
Mesirow Financial Investment Management
Illinois
+$4.48M
3
ACM
Avalon Capital Management
California
+$3.82M
4
AF
Apexium Financial
Texas
+$3.4M
5
PWP
Principle Wealth Partners
Connecticut
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$11.6M
2
MML Investors Services
MML Investors Services
Massachusetts
-$1.08M
3
NA
NewEdge Advisors
Louisiana
-$834K
4
SPIA
Steward Partners Investment Advisory
New York
-$307K
5
IA
IFP Advisors
Florida
-$81.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
51
Lowe Wealth Advisors
Maryland
$275K +$39.5K +1,385 +19%
SC
52
Soundwatch Capital
Connecticut
$256K +$232K +8,127 New
VR
53
Valued Retirements
Texas
$255K +$231K +8,104 New
PIA
54
Panoramic Investment Advisors
Colorado
$245K +$6.65K +233 +3%
SAG
55
SageView Advisory Group
California
$237K +$218K +7,619 New
GXJ
56
Global X Japan
Japan
$237K +$215K +7,538 New
TP
57
Tranquility Partners
Tennessee
$215K +$195K +6,812 New
RC
58
Randolph Company
Ohio
$200K +$181K +6,356 New
IWP
59
IAG Wealth Partners
Wisconsin
$72.6K -$14.1K -495 -18%
IA
60
IFP Advisors
Florida
$53.5K -$81.3K -2,846 -63%
Wells Fargo
61
Wells Fargo
California
$43.8K +$39.7K +1,390 New
FWP
62
FAS Wealth Partners
Kansas
$26.1K +$143 +5 +0.6%
CIR
63
Clear Investment Research
Georgia
$17.6K +$86 +3 +0.5%
Morgan Stanley
64
Morgan Stanley
New York
$8.13K +$3.68K +129 +100%
VanEck Associates
65
VanEck Associates
New York
$6K +$5.71K +200 New
NA
66
NewEdge Advisors
Louisiana
– -$834K -29,349 Closed
UBS Group
67
UBS Group
Switzerland
– -$17.2K -605 Closed
1 2
3

SMOT Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q4 2023, worth a combined $165M — up 29% from $128M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SMOT positions and 2 closed out — a net gain of 19 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.42M. The largest seller was Gradient Investments, cutting an estimated $11.6M.

  • 65 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $165M of VanEck Morningstar SMID Moat ETF stock for Q4 2023, up 29% quarter-over-quarter.
  • 21 funds opened new VanEck Morningstar SMID Moat ETF positions in Q4 2023 and 2 closed out, a net change of +19 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q4 2023 was LPL Financial, an estimated $6.42M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q4 2023 was Gradient Investments, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2023.