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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 %
VR
76
Valued Retirements
Texas
$208K
GXJ
77
Global X Japan
Japan
$207K +$34.8K +1,009 +20%
WMWM
78
Whitaker-Myers Wealth Managers
Ohio
$203K +$203K +5,887 New
SO
79
Sierra Ocean
California
$146K +$146K +4,226 New
IWP
80
IAG Wealth Partners
Wisconsin
$79.5K
UBS Group
81
UBS Group
Switzerland
$73K +$73K +2,119 New
FWP
82
FAS Wealth Partners
Kansas
$50.7K +$586 +17 +1%
GWSG
83
GPS Wealth Strategies Group
Colorado
$37.2K -$13.6K -395 -27%
EB
84
Eastern Bank
Massachusetts
$34.5K
PTC
85
Private Trust Company
Ohio
$30.7K
CIR
86
Clear Investment Research
Georgia
$19.7K +$241 +7 +1%
Comerica Bank
87
Comerica Bank
Texas
$17.2K +$17.2K +500 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$16K +$620 +18 +4%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$14.5K +$14.5K +422 New
CAS
90
Coppell Advisory Solutions
Texas
$13.3K +$12.8K +370 +2,176%
1IA
91
1620 Investment Advisors
Massachusetts
$12.8K +$172 +5 +1%
TRCT
92
Tower Research Capital (TRC)
New York
$12.4K +$12.4K +360 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$7K
VanEck Associates
94
VanEck Associates
New York
$6K +$2.84K +78 +90%
AWM
95
AE Wealth Management
Kansas
$4.96K +$4.96K +144 New
EWA
96
EverSource Wealth Advisors
Alabama
$4.59K
GWM
97
Geneos Wealth Management
Colorado
$3.79K +$3.79K +110 New
Simplex Trading
98
Simplex Trading
Illinois
$3K +$3K +100 New
KIM
99
Kestra Investment Management
Texas
$3K +$3K +87 New
Russell Investments Group
100
Russell Investments Group
United Kingdom
$1.72K