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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.

New
Increased
Maintained
Reduced
Closed
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 %
LWA
51
Lowe Wealth Advisors
Maryland
$468K +$112K +3,210 +32%
Mariner
52
Mariner
Kansas
$462K -$5.08M -144,888 -92%
VF
53
VitalStone Financial
Texas
$436K -$168K -4,799 -28%
OPS
54
Orion Portfolio Solutions
Nebraska
$409K -$23.1K -659 -5%
BCI
55
Brinker Capital Investments
Pennsylvania
$409K -$23.1K -659 -5%
AA
56
Ancora Advisors
Ohio
$394K +$105K +2,989 +36%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$388K -$22.8K -651 -6%
EWA
58
Etesian Wealth Advisors
Oregon
$376K -$39.7K -1,132 -10%
PFS
59
Prospera Financial Services
Texas
$374K +$51K +1,455 +16%
TP
60
Tranquility Partners
Tennessee
$371K +$28.7K +818 +8%
AW
61
Atlas Wealth
Ohio
$362K -$340K -9,701 -48%
CIAS
62
Capital Investment Advisory Services
North Carolina
$360K -$27.3K -780 -7%
SFPG
63
Stonebridge Financial Planning Group
Florida
$350K +$48.5K +1,385 +16%
AI
64
Atria Investments
North Carolina
$338K -$557K -15,892 -62%
PAG
65
Private Advisor Group
New Jersey
$317K -$34.3K -980 -10%
BWP
66
Balboa Wealth Partners
Arizona
$298K -$40.4K -1,153 -12%
SC
67
Soundwatch Capital
Connecticut
$285K +$285K +8,127 New
LSAG
68
Lake Street Advisors Group
New Hampshire
$277K +$277K +7,901 New
CAL
69
Capital Analysts LLC
Pennsylvania
$274K
CFG
70
Copley Financial Group
California
$258K +$258K +7,351 New
RC
71
Randolph Company
Ohio
$220K -$9.25K -264 -4%
WWM
72
Whalen Wealth Management
Nevada
$211K +$211K +6,022 New
VR
73
Valued Retirements
Texas
$211K +$211K +6,020 New
GXJ
74
Global X Japan
Japan
$175K -$175K -5,005 -50%
IWP
75
IAG Wealth Partners
Wisconsin
$80.7K