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VanEck Morningstar SMID Moat ETF

65 hedge funds and large institutions have $165M invested in VanEck Morningstar SMID Moat ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+19
Holders Change %
+41.3%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
21
Increased
32
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$32.9M -$12.8M -405,717 -28%
PWP
2
Principle Wealth Partners
Connecticut
$20.8M +$2.38M +75,526 +13%
LPL Financial
3
LPL Financial
California
$16.2M +$7.08M +224,804 +78%
FMN
4
Financial Management Network
California
$14.1M +$956K +31,306 +7%
DP
5
Denver PWM
Colorado
$8.36M +$284K +9,332 +4%
Bank of America
6
Bank of America
North Carolina
$5.33M +$1.79M +56,701 +50%
MFIM
7
Mesirow Financial Investment Management
Illinois
$4.95M +$4.95M +157,062 New
Mariner
8
Mariner
Kansas
$4.74M +$11.3K +359 +0.2%
WIC
9
Woodmont Investment Counsel
Tennessee
$4.54M -$45.1K -1,432 -1%
AF
10
Apexium Financial
Texas
$4.53M +$3.75M +119,006 +479%
ACM
11
Avalon Capital Management
California
$4.21M +$4.21M +133,730 New
MML Investors Services
12
MML Investors Services
Massachusetts
$3.47M -$1.2M -37,984 -26%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.22M +$1.4M +44,507 +77%
RJA
14
Raymond James & Associates
Florida
$2.93M +$333K +10,567 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.81M +$72.1K +2,290 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.03M +$188K +5,975 +10%
FFA
17
First Foundation Advisors
California
$1.97M +$123K +3,898 +7%
EWA
18
EP Wealth Advisors
California
$1.6M +$1.6M +50,855 New
Truist Financial
19
Truist Financial
North Carolina
$1.53M +$69.6K +2,209 +5%
OPS
20
Orion Portfolio Solutions
Nebraska
$1.52M +$31.9K +1,026 +2%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.52M +$31.9K +1,026 +2%
PAMG
22
Patton Albertson Miller Group
Tennessee
$1.4M +$538K +17,072 +63%
SPIA
23
Steward Partners Investment Advisory
New York
$1.39M -$339K -10,750 -20%
Stifel Financial
24
Stifel Financial
Missouri
$1.32M -$64.7K -2,053 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.28M +$1.08M +34,192 +538%