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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

80 hedge funds and large institutions have $225M invested in VanEck Morningstar SMID Moat ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
34
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.7M
2
Bank of America
Bank of America
North Carolina
$15.4M
3
KAS
Kestra Advisory Services
Texas
$3.56M
4
RJA
Raymond James & Associates
Florida
$6.63M
5
MFIM
Mesirow Financial Investment Management
Illinois
$8.5M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$510K
2
GI
Gradient Investments
Minnesota
$34.1M
3
BCI
Brinker Capital Investments
Pennsylvania
$457K
4
OPS
Orion Portfolio Solutions
Nebraska
$457K
5
LPL Financial
LPL Financial
California
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
51
Orion Portfolio Solutions
Nebraska
$457K -$1.22M -35,671 -73%
EWA
52
Etesian Wealth Advisors
Oregon
$415K +$96.6K +2,833 +30%
PAG
53
Private Advisor Group
New Jersey
$401K -$84.4K -2,473 -17%
SFS
54
Stiles Financial Services
Minnesota
$392K +$392K +11,496 New
Jane Street
55
Jane Street
New York
$388K +$388K +11,389 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$375K +$375K +10,982 New
LWA
57
Lowe Wealth Advisors
Maryland
$323K +$24.7K +725 +8%
PFS
58
Prospera Financial Services
Texas
$315K -$20.5K -600 -6%
TP
59
Tranquility Partners
Tennessee
$298K +$65.3K +1,915 +28%
AW
60
Atlas Wealth
Ohio
$291K +$291K +8,521 New
VR
61
Valued Retirements
Texas
$276K – – –
BPA
62
Beacon Pointe Advisors
California
$270K +$270K +7,904 New
CAL
63
Capital Analysts LLC
Pennsylvania
$265K -$52.2K -1,531 -16%
GXJ
64
Global X Japan
Japan
$239K – – –
Citadel Advisors
65
Citadel Advisors
Florida
$229K -$257K -7,537 -53%
RC
66
Randolph Company
Ohio
$218K +$716 +21 +0.3%
TRCT
67
Tower Research Capital (TRC)
New York
$83.2K +$83.2K +2,438 New
IWP
68
IAG Wealth Partners
Wisconsin
$78.6K – – –
IA
69
IFP Advisors
Florida
$58K – – –
Wells Fargo
70
Wells Fargo
California
$48.3K +$887 +26 +2%
UBS Group
71
UBS Group
Switzerland
$38.9K +$38.9K +1,140 New
HI
72
Harbour Investments
Wisconsin
$35K +$35K +1,026 New
FWP
73
FAS Wealth Partners
Kansas
$28.2K – – –
CIR
74
Clear Investment Research
Georgia
$19.2K +$102 +3 +0.5%
CA
75
CoreCap Advisors
Michigan
$19.1K +$19.1K +559 New
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