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VanEck Morningstar SMID Moat ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$397K -$164K -5,145 -29%
BCI
52
Brinker Capital Investments
Pennsylvania
$394K -$34K -1,065 -8%
OPS
53
Orion Portfolio Solutions
Nebraska
$394K -$34K -1,065 -8%
EWA
54
Etesian Wealth Advisors
Oregon
$379K -$10K -313 -3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$374K +$23.5K +735 +7%
Morgan Stanley
56
Morgan Stanley
New York
$357K +$344K +10,747 +2,499%
CIAS
57
Capital Investment Advisory Services
North Carolina
$353K -$463K -14,490 -57%
Goldman Sachs
58
Goldman Sachs
New York
$345K +$345K +10,797 New
LWA
59
Lowe Wealth Advisors
Maryland
$325K +$22.2K +694 +7%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$323K +$323K +10,094 New
TRCT
61
Tower Research Capital (TRC)
New York
$322K +$244K +7,644 +314%
PAG
62
Private Advisor Group
New Jersey
$320K -$55K -1,721 -15%
GXJ
63
Global X Japan
Japan
$320K +$79.1K +2,474 +33%
TP
64
Tranquility Partners
Tennessee
$312K +$33K +1,033 +12%
BWP
65
Balboa Wealth Partners
Arizona
$309K -$198K -6,202 -39%
PFS
66
Prospera Financial Services
Texas
$295K
SFPG
67
Stonebridge Financial Planning Group
Florida
$275K +$275K +8,608 New
AA
68
Ancora Advisors
Ohio
$264K -$169K -5,278 -39%
CAL
69
Capital Analysts LLC
Pennsylvania
$250K +$1.54K +48 +0.6%
SAG
70
SageView Advisory Group
California
$246K +$246K +7,693 New
RC
71
Randolph Company
Ohio
$209K +$4.92K +154 +2%
LIA
72
Lynx Investment Advisory
District of Columbia
$156K +$156K +4,874 New
IWP
73
IAG Wealth Partners
Wisconsin
$73.7K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$67K -$529K -16,436 -89%
IA
75
IFP Advisors
Florida
$55.9K +$1.6K +50 +3%