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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.

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 %
IA
76
IFP Advisors
Florida
$63.3K +$1.96K +56 +3%
GWSG
77
GPS Wealth Strategies Group
Colorado
$51.7K +$5.26K +150 +11%
FWP
78
FAS Wealth Partners
Kansas
$50.9K +$21.9K +626 +76%
EB
79
Eastern Bank
Massachusetts
$35K +$35K +1,000 New
PTC
80
Private Trust Company
Ohio
$31.2K
CIR
81
Clear Investment Research
Georgia
$19.8K +$35 +1 +0.2%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$15.6K +$10.8K +307 +222%
1IA
83
1620 Investment Advisors
Massachusetts
$12.8K +$12.8K +365 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$8K -$30.1K -810 -79%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$5K -$65.4K -1,935 -93%
EWA
86
EverSource Wealth Advisors
Alabama
$4.66K
VanEck Associates
87
VanEck Associates
New York
$3K -$15.9K -461 -84%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$1.75K +$1.75K +50 New
FHA
89
First Horizon Advisors
Tennessee
$1.44K +$1.44K +41 New
HI
90
Harbour Investments
Wisconsin
$911 -$43.2K -1,232 -98%
CAS
91
Coppell Advisory Solutions
Texas
$596 -$1.4K -40 -70%
CA
92
Continuum Advisory
Idaho
$470 +$470 +13 New
FFA
93
Farther Finance Advisors
California
$245
ACM
94
Avalon Capital Management
California
-$2.12M -66,291 Closed
LSPW
95
Lake Street Private Wealth
Illinois
-$1.23M -38,427 Closed
IWM
96
IHT Wealth Management
Illinois
-$397K -12,430 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$345K -10,797 Closed
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
-$323K -10,094 Closed
TRCT
99
Tower Research Capital (TRC)
New York
-$322K -10,082 Closed
SAG
100
SageView Advisory Group
California
-$246K -7,693 Closed