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VanEck Morningstar SMID Moat ETF

100 hedge funds and large institutions have $289M invested in VanEck Morningstar SMID Moat ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
52
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$38.6M -$8.92M -258,847 -19%
LPL Financial
2
LPL Financial
California
$37.5M +$5.48M +158,994 +17%
PWP
3
Principle Wealth Partners
Connecticut
$26.9M +$146K +4,235 +0.5%
Bank of America
4
Bank of America
North Carolina
$25.8M +$1.83M +53,083 +8%
FMN
5
Financial Management Network
California
$18.3M +$647K +18,666 +4%
Morgan Stanley
6
Morgan Stanley
New York
$16.1M +$13.8M +401,364 +619%
AF
7
Apexium Financial
Texas
$11.4M +$1.22M +35,259 +12%
FFA
8
Farther Finance Advisors
California
$9.57M +$9.57M +277,573 +3,965,329%
MFIM
9
Mesirow Financial Investment Management
Illinois
$9.55M +$616K +17,863 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$8.43M +$8.43M +244,510 New
WIC
11
Woodmont Investment Counsel
Tennessee
$5.65M +$156K +4,527 +3%
KAS
12
Kestra Advisory Services
Texas
$4.97M +$366K +10,616 +8%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.18M +$943K +27,349 +29%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.9M +$497K +14,412 +15%
FOR
15
Family Office Research
Maryland
$2.93M +$2.93M +84,953 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.88M +$288K +8,365 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.82M +$1.47M +42,700 +110%
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$2.79M +$39K +1,131 +1%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$2.75M +$315K +9,148 +13%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.59M +$93.7K +2,717 +4%
BFA
21
Brown Financial Advisors
Ohio
$2.47M -$812K -23,549 -25%
Truist Financial
22
Truist Financial
North Carolina
$2.23M -$320K -9,274 -13%
EWA
23
EP Wealth Advisors
California
$2.17M -$82.7K -2,400 -4%
CP
24
Creekside Partners
California
$2.15M +$275K +7,970 +15%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.79M -$178K -5,161 -9%