VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
6 hedge funds and large institutions have $1.97M invested in VanEck Morningstar ESG Moat ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
28.5% more ownership
Funds ownership: 95.06% → 123.56% (+29%)
21% more capital invested
Capital invested by funds: $1.63M → $1.97M (+$340K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$544K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$36.2K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$7.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
VanEck Associates
New York
| $997K | – | – | – |
|
|
SMC
2
Smith, Moore & Co
Clayton,
Missouri
| $485K | +$544K | +24,341 | New |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $397K | -$36.2K | -1,619 | -8% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $43K | -$7.27K | -325 | -13% |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $40K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $8K | +$9.01K | +403 | New |
|
MOTE Hedge Fund Activity: Q3 2022 in Review
6 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q3 2022, worth a combined $1.97M — up 21% from $1.63M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MOTE positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Smith, Moore & Co, opening a new position worth an estimated $544K. The largest seller was Kelman-Lazarov Inc, cutting an estimated $36.2K.
- 6 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q3 2022, up from 4 in Q2 2022.
- Funds reported $1.97M of VanEck Morningstar ESG Moat ETF stock for Q3 2022, up 21% quarter-over-quarter.
- 2 funds opened new VanEck Morningstar ESG Moat ETF positions in Q3 2022 and 0 closed out, a net change of +2 holders.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q3 2022 was Smith, Moore & Co, an estimated $544K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q3 2022 was Kelman-Lazarov Inc, an estimated $36.2K sold.
Based on aggregated 13F filings for Q3 2022.