SMOT icon

VanEck Morningstar SMID Moat ETF

30 hedge funds and large institutions have $51.2M invested in VanEck Morningstar SMID Moat ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+9
Holders Change %
+42.86%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
1
Principle Wealth Partners
Connecticut
$14M +$14M +466,247 New
FMN
2
Financial Management Network
California
$10.1M +$1.56M +51,961 +18%
Mariner
3
Mariner
Kansas
$4.33M +$4.33M +144,417 New
MML Investors Services
4
MML Investors Services
Massachusetts
$4.04M +$954K +31,851 +31%
LPL Financial
5
LPL Financial
California
$3.97M +$2.63M +87,842 +197%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.61M +$1.33M +44,512 +476%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.6M +$711K +23,750 +80%
FFA
8
First Foundation Advisors
California
$1.45M +$1.45M +48,376 New
OPS
9
Orion Portfolio Solutions
Nebraska
$1.43M +$604K +20,182 +73%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.43M +$604K +20,182 +73%
PWP
11
Pursue Wealth Partners
California
$1.2M +$899K +30,000 +300%
CIAS
12
Capital Investment Advisory Services
North Carolina
$833K +$392K +13,076 +89%
RJA
13
Raymond James & Associates
Florida
$831K +$831K +27,737 New
NA
14
NewEdge Advisors
Louisiana
$771K +$771K +25,759 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$740K -$37.3K -1,246 -5%
Truist Financial
16
Truist Financial
North Carolina
$488K +$147K +4,893 +43%
BFA
17
Beaumont Financial Advisors
Massachusetts
$452K +$452K +15,104 New
ATC
18
Argent Trust Co
Tennessee
$408K +$83.9K +2,800 +26%
AC
19
AlphaCore Capital
California
$340K +$340K +11,350 New
Goldman Sachs
20
Goldman Sachs
New York
$304K +$304K +10,145 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$277K +$277K +9,235 New
AA
22
Ancora Advisors
Ohio
$244K
LWA
23
Lowe Wealth Advisors
Maryland
$212K +$212K +7,070 New
IWP
24
IAG Wealth Partners
Wisconsin
$61.8K +$61.8K +2,065 New
Osaic Holdings
25
Osaic Holdings
Arizona
$48.2K -$54.5K -1,819 -53%