VanEck Morningstar SMID Moat ETF
SMOT
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.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
44% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 25
13% more funds holding
Funds holding: 80 → 90 (+10)
1% more capital invested
Capital invested by funds: $225M → $227M (+$2.63M)
0.16% more ownership
Funds ownership: 66.76% → 66.92% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.09M |
| 3 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
+$1.66M |
| 4 |
RVPG
Relative Value Partners Group
|
+$1.24M |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Denver PWM
Denver,
Colorado
|
-$9.03M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.84M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.23M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.08M |
SMOT Hedge Fund Activity: Q2 2024 in Review
90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q2 2024, worth a combined $227M — up 1.2% from $225M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SMOT positions and 11 closed out — a net gain of 11 holders — while 36 added to existing stakes and 25 trimmed.
The largest buyer was Gradient Investments, adding an estimated $11.2M. The largest seller was Denver PWM, exiting entirely with an estimated $9.03M sold.
- 90 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q2 2024, up from 80 in Q1 2024.
- Funds reported $227M of VanEck Morningstar SMID Moat ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
- 22 funds opened new VanEck Morningstar SMID Moat ETF positions in Q2 2024 and 11 closed out, a net change of +11 holders.
- The largest VanEck Morningstar SMID Moat ETF buyer in Q2 2024 was Gradient Investments, an estimated $11.2M added.
- The largest VanEck Morningstar SMID Moat ETF seller in Q2 2024 was Denver PWM, an estimated $9.03M sold.
Based on aggregated 13F filings for Q2 2024.