VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
6 hedge funds and large institutions have $3.05M invested in VanEck Morningstar ESG Moat ETF in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
55% more capital invested
Capital invested by funds: $1.97M → $3.05M (+$1.08M)
0% more funds holding
Funds holding: 6 → 6 (0)
46.08% less ownership
Funds ownership: 123.56% → 77.48% (-46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$889K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$11.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.43M | +$889K | +41,052 | +169% |
|
2
VanEck Associates
New York
| $1.09M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $423K | -$11.1K | -512 | -3% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $49.7K | +$1.63K | +75 | +3% |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $43.7K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $9K | – | – | – |
|
MOTE Hedge Fund Activity: Q4 2022 in Review
6 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q4 2022, worth a combined $3.05M — up 55% from $1.97M a quarter earlier.
Fund positioning in MOTE was balanced in Q4 2022: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Smith, Moore & Co, adding an estimated $889K. The largest seller was Kelman-Lazarov Inc, cutting an estimated $11.1K.
- 6 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $3.05M of VanEck Morningstar ESG Moat ETF stock for Q4 2022, up 55% quarter-over-quarter.
- 0 funds opened new VanEck Morningstar ESG Moat ETF positions in Q4 2022 and 0 closed out.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q4 2022 was Smith, Moore & Co, an estimated $889K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q4 2022 was Kelman-Lazarov Inc, an estimated $11.1K sold.
Based on aggregated 13F filings for Q4 2022.