VanEck Morningstar SMID Moat ETF (BATS:SMOT) Shares Sold by Atria Investments Inc

Posted by Defense World Staff on Mar 18th, 2025

Atria Investments Inc trimmed its position in VanEck Morningstar SMID Moat ETF (BATS:SMOT – Free Report) by 5.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,085 shares of the company’s stock after selling 563 shares during the quarter. Atria Investments Inc owned approximately 0.09% of VanEck Morningstar SMID Moat ETF worth $313,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in SMOT. Sierra Ocean LLC acquired a new position in VanEck Morningstar SMID Moat ETF in the fourth quarter worth $146,000. Whitaker Myers Wealth Managers LTD. bought a new position in shares of VanEck Morningstar SMID Moat ETF in the 4th quarter worth about $203,000. Global X Japan Co. Ltd. boosted its holdings in shares of VanEck Morningstar SMID Moat ETF by 20.2% in the 4th quarter. Global X Japan Co. Ltd. now owns 6,016 shares of the company’s stock valued at $207,000 after buying an additional 1,009 shares during the period. Valued Retirements Inc. bought a new stake in shares of VanEck Morningstar SMID Moat ETF during the 3rd quarter valued at about $211,000. Finally, Whalen Wealth Management Inc. acquired a new stake in VanEck Morningstar SMID Moat ETF during the third quarter worth about $211,000.

VanEck Morningstar SMID Moat ETF Stock Down 3.6 %

Shares of SMOT stock opened at $33.47 on Tuesday. The business has a 50 day moving average of $35.30 and a two-hundred day moving average of $35.26. The company has a market cap of $424.39 million, a P/E ratio of 17.93 and a beta of 1.31. VanEck Morningstar SMID Moat ETF has a 52 week low of $30.97 and a 52 week high of $37.70.

VanEck Morningstar SMID Moat ETF Dividend Announcement

The firm also recently announced a dividend, which was paid on Tuesday, December 24th. Shareholders of record on Monday, December 23rd were given a dividend of $0.4082 per share. The ex-dividend date of this dividend was Monday, December 23rd.

About VanEck Morningstar SMID Moat ETF

(Free Report)

The VanEck Morningstar SMID Moat ETF (SMOT) is an exchange-traded fund that mostly invests in extended market equity. The fund tracks an index made up of two equally-weighted sub-portfolios, comprised of small- and mid-cap companies believed to have durable competitive advantages and attractive valuations.