VanEck Morningstar SMID Moat ETF
SMOT
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.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
36% more capital invested
Capital invested by funds: $165M → $225M (+$59.5M)
23% more funds holding
Funds holding: 65 → 80 (+15)
1.78% less ownership
Funds ownership: 68.54% → 66.76% (-1.8%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$17.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.99M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.33M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.22M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.37M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.42M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.14M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.14M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
VanEck Associates
New York
| $19K | +$11.1K | +348 | +174% |
|
77
Morgan Stanley
New York
| $14.7K | +$5.48K | +172 | +67% |
|
|
NP
78
NorthRock Partners
Minneapolis,
Minnesota
| $6.82K | +$6.38K | +200 | New |
|
|
EWA
79
EverSource Wealth Advisors
Birmingham,
Alabama
| $4.22K | +$4.24K | +133 | New |
|
80
Fidelity Investments
Boston,
Massachusetts
| $2.15K | +$2.01K | +63 | New |
|
|
VWA
81
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$1M | -31,816 | Closed |
|
|
AC
82
AlphaCore Capital
La Jolla,
California
| – | -$358K | -11,350 | Closed |
|
|
SC
83
Soundwatch Capital
Rowayton,
Connecticut
| – | -$256K | -8,127 | Closed |
|
|
PIA
84
Panoramic Investment Advisors
Denver,
Colorado
| – | -$245K | -7,793 | Closed |
|
|
SAG
85
SageView Advisory Group
Newport Beach,
California
| – | -$237K | -7,619 | Closed |
|
SMOT Hedge Fund Activity: Q1 2024 in Review
80 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q1 2024, worth a combined $225M — up 36% from $165M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SMOT positions and 5 closed out — a net gain of 15 holders — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $17.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.37M.
- 80 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q1 2024, up from 65 in Q4 2023.
- Funds reported $225M of VanEck Morningstar SMID Moat ETF stock for Q1 2024, up 36% quarter-over-quarter.
- 20 funds opened new VanEck Morningstar SMID Moat ETF positions in Q1 2024 and 5 closed out, a net change of +15 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $17.5M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q1 2024 was Commonwealth Equity Services, an estimated $2.37M sold.
Based on aggregated 13F filings for Q1 2024.