VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
7 hedge funds and large institutions have $3.38M invested in VanEck Morningstar ESG Moat ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4% less capital invested
Capital invested by funds: $3.54M → $3.38M (-$159K)
14.97% less ownership
Funds ownership: 83.95% → 68.98% (-15%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$308K |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$34.2K |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$1.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.55M | -$34.2K | -1,457 | -2% |
|
2
VanEck Associates
New York
| $1.23M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $474K | -$1.15K | -49 | -0.3% |
|
|
SPIA
4
Steward Partners Investment Advisory
New York
| $49K | – | – | – |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $38.6K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $36.6K | +$35K | +1,493 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $9.87K | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$308K | -13,130 | Closed |
|
MOTE Hedge Fund Activity: Q2 2023 in Review
7 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q2 2023, worth a combined $3.38M — down 4.5% from $3.54M a quarter earlier.
Fund positioning in MOTE was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $35K. The largest seller was Citadel Advisors, exiting entirely with an estimated $308K sold.
- 7 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $3.38M of VanEck Morningstar ESG Moat ETF stock for Q2 2023, down 4.5% quarter-over-quarter.
- 1 fund opened new VanEck Morningstar ESG Moat ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q2 2023 was UBS Group, an estimated $35K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q2 2023 was Citadel Advisors, an estimated $308K sold.
Based on aggregated 13F filings for Q2 2023.