VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
7 hedge funds and large institutions have $3.54M invested in VanEck Morningstar ESG Moat ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
16% more capital invested
Capital invested by funds: $3.05M → $3.54M (+$494K)
6.47% more ownership
Funds ownership: 77.48% → 83.95% (+6.5%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$17.9K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$16.1K |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$277 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.51M | -$17.9K | -777 | -1% |
|
2
VanEck Associates
New York
| $1.17M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $454K | -$277 | -12 | -0.1% |
|
|
4
Citadel Advisors
Miami,
Florida
| $308K | +$303K | +13,130 | New |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $46.8K | – | – | – |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $36.9K | -$16.1K | -700 | -31% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $9.44K | – | – | – |
|
MOTE Hedge Fund Activity: Q1 2023 in Review
7 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q1 2023, worth a combined $3.54M — up 16% from $3.05M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MOTE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $303K. The largest seller was Smith, Moore & Co, cutting an estimated $17.9K.
- 7 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $3.54M of VanEck Morningstar ESG Moat ETF stock for Q1 2023, up 16% quarter-over-quarter.
- 1 fund opened new VanEck Morningstar ESG Moat ETF positions in Q1 2023 and 0 closed out, a net change of +1 holder.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q1 2023 was Citadel Advisors, an estimated $303K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q1 2023 was Smith, Moore & Co, an estimated $17.9K sold.
Based on aggregated 13F filings for Q1 2023.