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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 %
GWSG
76
GPS Wealth Strategies Group
Colorado
$42.3K +$42.3K +1,325 New
HI
77
Harbour Investments
Wisconsin
$40.2K +$7.42K +232 +23%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$33K -$550K -17,095 -94%
PTC
79
Private Trust Company
Ohio
$28.4K +$28.4K +890 New
FWP
80
FAS Wealth Partners
Kansas
$26.4K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$21.4K +$21.4K +669 New
CIR
82
Clear Investment Research
Georgia
$18K +$64 +2 +0.4%
VanEck Associates
83
VanEck Associates
New York
$18K
TWP
84
Triad Wealth Partners
Kansas
$8.73K +$8.73K +273 New
NP
85
NorthRock Partners
Minnesota
$6.39K
EWA
86
EverSource Wealth Advisors
Alabama
$4.5K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$4.41K +$2.4K +75 +119%
CAS
88
Coppell Advisory Solutions
Texas
$1.82K +$1.82K +57 New
Wells Fargo
89
Wells Fargo
California
$831 -$44.4K -1,390 -98%
FFA
90
Farther Finance Advisors
California
$221 +$221 +7 New
DP
91
Denver PWM
Colorado
-$9.03M -272,776 Closed
WWM
92
Western Wealth Management
Colorado
-$1.23M -35,957 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$691K -20,267 Closed
AMBIA
94
Allen Mooney & Barnes Investment Advisors
Georgia
-$559K -17,015 Closed
Jane Street
95
Jane Street
New York
-$388K -11,389 Closed
VR
96
Valued Retirements
Texas
-$276K -8,104 Closed
BPA
97
Beacon Pointe Advisors
California
-$270K -7,904 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$229K -6,725 Closed
UBS Group
99
UBS Group
Switzerland
-$38.9K -1,140 Closed
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
-$1.08M -800 Closed