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VanEck Morningstar SMID Moat ETF

93 hedge funds and large institutions have $256M invested in VanEck Morningstar SMID Moat ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
40
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$48.3M +$1.14M +32,554 +2%
LPL Financial
2
LPL Financial
California
$32.6M +$9.16M +261,417 +39%
PWP
3
Principle Wealth Partners
Connecticut
$27.2M -$65.5K -1,869 -0.2%
Bank of America
4
Bank of America
North Carolina
$24.4M +$10.6M +301,461 +77%
FMN
5
Financial Management Network
California
$17.6M +$19.3K +555 +0.1%
AF
6
Apexium Financial
Texas
$10.4M +$3.01M +86,032 +41%
MFIM
7
Mesirow Financial Investment Management
Illinois
$9.08M +$68.9K +1,966 +0.8%
RJA
8
Raymond James & Associates
Florida
$5.92M +$78.6K +2,244 +1%
WIC
9
Woodmont Investment Counsel
Tennessee
$5.58M +$230K +6,560 +4%
KAS
10
Kestra Advisory Services
Texas
$4.68M +$303K +8,663 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.46M +$145K +4,139 +4%
BFA
12
Brown Financial Advisors
Ohio
$3.33M +$183K +5,226 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.28M -$101K -2,880 -3%
EBSAM
14
Eubel Brady & Suttman Asset Management
Ohio
$2.8M +$2.8M +79,831 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.63M +$494K +14,101 +23%
Truist Financial
16
Truist Financial
North Carolina
$2.59M -$232K -6,622 -8%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$2.55M +$2.55M +72,434 New
TPWA
18
TRUE Private Wealth Advisors
Oregon
$2.47M +$1.99M +56,830 +415%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.39M +$7.5K +214 +0.3%
EWA
20
EP Wealth Advisors
California
$2.29M -$70.1K -2,000 -3%
Morgan Stanley
21
Morgan Stanley
New York
$2.27M +$1.88M +53,684 +480%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.99M +$468K +13,456 +31%
CP
23
Creekside Partners
California
$1.9M +$260K +7,419 +16%
Stifel Financial
24
Stifel Financial
Missouri
$1.78M +$152K +4,350 +9%
FFA
25
First Foundation Advisors
California
$1.7M -$286K -8,165 -14%