SMOT icon

VanEck Morningstar SMID Moat ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
VanEck Associates
76
VanEck Associates
New York
$19K +$12.1K +348 +174%
Morgan Stanley
77
Morgan Stanley
New York
$14.7K +$5.87K +172 +67%
NP
78
NorthRock Partners
Minnesota
$6.82K +$6.82K +200 New
EWA
79
EverSource Wealth Advisors
Alabama
$4.22K +$4.22K +133 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$2.15K +$2.15K +63 New
VWA
81
Visionary Wealth Advisors
Illinois
-$1M -31,816 Closed
AC
82
AlphaCore Capital
California
-$358K -11,350 Closed
SC
83
Soundwatch Capital
Connecticut
-$256K -8,127 Closed
PIA
84
Panoramic Investment Advisors
Colorado
-$245K -7,793 Closed
SAG
85
SageView Advisory Group
California
-$237K -7,619 Closed