SMOT icon

VanEck Morningstar SMID Moat ETF

90 hedge funds and large institutions have $227M invested in VanEck Morningstar SMID Moat ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
36
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$43M +$11.1M +346,346 +35%
PWP
2
Principle Wealth Partners
Connecticut
$24.9M +$1.64M +51,377 +7%
LPL Financial
3
LPL Financial
California
$21.4M +$6.03M +188,564 +39%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.8M +$314K +9,814 +2%
FMN
5
Financial Management Network
California
$16M +$485K +15,345 +3%
Bank of America
6
Bank of America
North Carolina
$12.6M -$1.82M -57,102 -13%
MFIM
7
Mesirow Financial Investment Management
Illinois
$8.22M +$255K +7,969 +3%
AF
8
Apexium Financial
Texas
$6.72M +$924K +28,902 +16%
RJA
9
Raymond James & Associates
Florida
$5.33M -$876K -27,415 -14%
Mariner
10
Mariner
Kansas
$5.05M +$296K +9,277 +6%
WIC
11
Woodmont Investment Counsel
Tennessee
$4.89M +$230K +7,204 +5%
KAS
12
Kestra Advisory Services
Texas
$3.99M +$656K +20,510 +20%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.09M -$739K -23,134 -19%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.03M -$22.2K -696 -0.7%
BFA
15
Brown Financial Advisors
Ohio
$2.87M +$2.87M +89,924 New
Truist Financial
16
Truist Financial
North Carolina
$2.58M +$5.66K +177 +0.2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.18M -$50.2K -1,570 -2%
EWA
18
EP Wealth Advisors
California
$2.15M -$140K -4,395 -6%
ACM
19
Avalon Capital Management
California
$2.12M -$1.93M -60,303 -48%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.95M +$490K +15,346 +34%
FFA
21
First Foundation Advisors
California
$1.81M -$167K -5,231 -8%
MFS
22
Mattson Financial Services
Michigan
$1.59M +$1.59M +49,874 New
CP
23
Creekside Partners
California
$1.5M +$1.5M +46,865 New
Stifel Financial
24
Stifel Financial
Missouri
$1.49M -$111K -3,460 -7%
TA
25
TPG Advisors
Illinois
$1.47M +$1.47M +45,850 New