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VanEck Morningstar SMID Moat ETF
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Overview Fund Activity

21 hedge funds and large institutions have $19.2M invested in VanEck Morningstar SMID Moat ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+16
Holders Change %
+320%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
1
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMN
Financial Management Network
California
$7.88M
2
MML Investors Services
MML Investors Services
Massachusetts
$2.93M
3
LPL Financial
LPL Financial
California
$1.27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$842K
5
BCI
Brinker Capital Investments
Pennsylvania
$781K

Top Sellers

1
GI
Gradient Investments
Minnesota
$59.5K
2
Citadel Advisors
Citadel Advisors
Florida
$260K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$434K
4
RA
RFG Advisory
Alabama
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
1
Financial Management Network
California
$7.88M +$7.88M +283,513 New
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M +$2.93M +103,076 New
LPL Financial
3
LPL Financial
California
$1.27M +$1.27M +44,666 New
RA
4
RFG Advisory
Alabama
$1.13M -$137K -4,828 -11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$842K +$842K +29,603 New
BCI
6
Brinker Capital Investments
Pennsylvania
$781K +$781K +27,463 New
OPS
7
Orion Portfolio Solutions
Nebraska
$781K +$781K +27,463 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$738K +$738K +25,960 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$434K -$147K -5,186 -25%
CIAS
10
Capital Investment Advisory Services
North Carolina
$419K +$291K +10,233 +228%
Truist Financial
11
Truist Financial
North Carolina
$325K +$325K +11,413 New
ATC
12
Argent Trust Co
Tennessee
$308K +$308K +10,820 New
PWP
13
Pursue Wealth Partners
California
$284K +$284K +10,000 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$266K +$266K +9,357 New
Citadel Advisors
15
Citadel Advisors
Florida
$260K -$177K -6,230 -41%
AA
16
Ancora Advisors
Ohio
$232K +$232K +8,140 New
TRCT
17
Tower Research Capital (TRC)
New York
$103K +$103K +3,629 New
Osaic Holdings
18
Osaic Holdings
Arizona
$97.5K +$97.5K +3,427 New
GI
19
Gradient Investments
Minnesota
$59.5K -$13.3M -467,241 -100%
CIR
20
Clear Investment Research
Georgia
$49.7K +$49.7K +1,747 New
Morgan Stanley
21
Morgan Stanley
New York
$1.79K +$1.79K +63 New