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VanEck Morningstar SMID Moat ETF

80 hedge funds and large institutions have $225M invested in VanEck Morningstar SMID Moat ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
34
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$34.1M -$1.52M -44,556 -4%
PWP
2
Principle Wealth Partners
Connecticut
$24.8M +$2.3M +67,406 +10%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$18.7M +$18.7M +548,402 New
LPL Financial
4
LPL Financial
California
$16.4M -$1.14M -33,459 -7%
FMN
5
Financial Management Network
California
$16.3M +$1.08M +32,712 +7%
Bank of America
6
Bank of America
North Carolina
$15.4M +$9.61M +281,850 +167%
DP
7
Denver PWM
Colorado
$9.03M -$61.1K -1,845 -0.7%
MFIM
8
Mesirow Financial Investment Management
Illinois
$8.5M +$3.14M +92,112 +59%
RJA
9
Raymond James & Associates
Florida
$6.63M +$3.45M +101,119 +109%
AF
10
Apexium Financial
Texas
$6.18M +$1.28M +37,395 +26%
Mariner
11
Mariner
Kansas
$5.08M -$61.3K -1,798 -1%
WIC
12
Woodmont Investment Counsel
Tennessee
$4.97M +$56K +1,643 +1%
ACM
13
Avalon Capital Management
California
$4.32M -$243K -7,136 -5%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.09M +$327K +9,590 +9%
KAS
15
Kestra Advisory Services
Texas
$3.56M +$3.56M +104,322 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.25M -$236K -6,911 -7%
Truist Financial
17
Truist Financial
North Carolina
$2.74M +$1.09M +31,918 +66%
EWA
18
EP Wealth Advisors
California
$2.45M +$713K +20,890 +41%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.38M +$182K +5,340 +8%
FFA
20
First Foundation Advisors
California
$2.11M -$16.8K -492 -0.8%
Stifel Financial
21
Stifel Financial
Missouri
$1.71M +$271K +7,953 +19%
CAN
22
Cetera Advisor Networks
California
$1.56M +$1.02M +29,835 +187%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.56M +$1.56M +45,755 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.54M +$153K +4,475 +11%
PAMG
25
Patton Albertson Miller Group
Tennessee
$1.54M +$24.7K +723 +2%