VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
8 hedge funds and large institutions have $4.26M invested in VanEck Morningstar ESG Moat ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 3 reducing their positions, and 0 closing their positions.
26% more capital invested
Capital invested by funds: $3.38M → $4.26M (+$882K)
14% more funds holding
Funds holding: 7 → 8 (+1)
3.04% less ownership
Funds ownership: 68.98% → 65.94% (-3%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$26K |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$22.5K |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$10.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.45M | -$10.5K | -435 | -0.7% |
|
2
VanEck Associates
New York
| $1.15M | – | – | – |
|
|
TC
3
TAP Consulting
Kirkwood,
Missouri
| $1.13M | +$1.19M | +49,115 | New |
|
|
KLI
4
Kelman-Lazarov Inc
Memphis,
Tennessee
| $425K | -$22.5K | -928 | -5% |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $46.2K | – | – | – |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $36.4K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $9.67K | -$26K | -1,074 | -72% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $9.3K | – | – | – |
|
MOTE Hedge Fund Activity: Q3 2023 in Review
8 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q3 2023, worth a combined $4.26M — up 26% from $3.38M 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 TAP Consulting, opening a new position worth an estimated $1.19M. The largest seller was UBS Group, cutting an estimated $26K.
- 8 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $4.26M of VanEck Morningstar ESG Moat ETF stock for Q3 2023, up 26% quarter-over-quarter.
- 1 fund opened new VanEck Morningstar ESG Moat ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q3 2023 was TAP Consulting, an estimated $1.19M added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q3 2023 was UBS Group, an estimated $26K sold.
Based on aggregated 13F filings for Q3 2023.