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VanEck Morningstar SMID Moat ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
51
Lowe Wealth Advisors
Maryland
$635K +$174K +5,049 +38%
EFS
52
Essex Financial Services
Connecticut
$611K +$862 +25 +0.1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$594K +$594K +17,233 New
CFS
54
Coordinated Financial Services
Colorado
$571K +$571K +16,551 New
SFPG
55
Stonebridge Financial Planning Group
Florida
$566K +$221K +6,423 +64%
Citadel Advisors
56
Citadel Advisors
Florida
$558K +$558K +16,185 New
CFG
57
Copley Financial Group
California
$539K +$285K +8,277 +113%
Mariner
58
Mariner
Kansas
$473K +$18.4K +535 +4%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$429K -$34.7K -1,008 -7%
TP
60
Tranquility Partners
Tennessee
$397K +$32.1K +930 +9%
AW
61
Atlas Wealth
Ohio
$392K +$35.6K +1,033 +10%
AA
62
Ancora Advisors
Ohio
$365K -$22.3K -648 -6%
CIAS
63
Capital Investment Advisory Services
North Carolina
$353K -$1.34K -39 -0.4%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$345K -$36.4K -1,056 -10%
EWA
65
Etesian Wealth Advisors
Oregon
$341K -$29K -842 -8%
CAL
66
Capital Analysts LLC
Pennsylvania
$331K +$62K +1,800 +23%
MWM
67
Maridea Wealth Management
New York
$323K +$323K +9,373 New
LSAG
68
Lake Street Advisors Group
New Hampshire
$313K +$40.9K +1,187 +15%
AI
69
Atria Investments
North Carolina
$313K -$19.4K -563 -6%
PAG
70
Private Advisor Group
New Jersey
$297K -$14.3K -414 -5%
SC
71
Soundwatch Capital
Connecticut
$282K +$1.97K +57 +0.7%
SAG
72
SageView Advisory Group
California
$226K +$226K +6,561 New
M&T Bank
73
M&T Bank
New York
$223K +$223K +6,475 New
IA
74
IFP Advisors
Florida
$218K +$155K +4,504 +249%
WWM
75
Whalen Wealth Management
Nevada
$210K +$2.45K +71 +1%