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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$24.4M
2
LPL Financial
2
LPL Financial
California
$32.6M
3
AF
3
Apexium Financial
Texas
$10.4M
4
EBSAM
4
Eubel Brady & Suttman Asset Management
Ohio
$2.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.55M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$471K
2
Mariner
2
Mariner
Kansas
$462K
3
ACM
3
Avalon Capital Management
California
$0
4
LSPW
4
Lake Street Private Wealth
Illinois
$0
5
AI
5
Atria Investments
North Carolina
$338K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
101
Lynx Investment Advisory
District of Columbia
– -$156K -4,874 Closed
TWP
102
Triad Wealth Partners
Kansas
– -$8.73K -273 Closed
NP
103
NorthRock Partners
Minnesota
– -$6.39K -200 Closed
Wells Fargo
104
Wells Fargo
California
– -$831 -26 Closed
1 2 3 4
5