VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
6 hedge funds and large institutions have $3.51M invested in VanEck Morningstar ESG Moat ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
6.14% less ownership
Funds ownership: 65.94% → 59.81% (-6.1%)
18% less capital invested
Capital invested by funds: $4.26M → $3.51M (-$750K)
25% less funds holding
Funds holding: 8 → 6 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$44K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.8K |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$118 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$1.13M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$9.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.65M | +$44K | +1,864 | +3% |
|
2
VanEck Associates
New York
| $1.28M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $470K | +$118 | +5 | +0% |
|
|
SPIA
4
Steward Partners Investment Advisory
New York
| $51.1K | – | – | – |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $40.2K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $25.2K | +$13.8K | +583 | +145% |
|
|
TC
7
TAP Consulting
Kirkwood,
Missouri
| – | -$1.13M | -49,115 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$9.67K | -419 | Closed |
|
MOTE Hedge Fund Activity: Q4 2023 in Review
6 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q4 2023, worth a combined $3.51M — down 18% from $4.26M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MOTE and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Smith, Moore & Co, adding an estimated $44K. The largest seller was TAP Consulting, exiting entirely with an estimated $1.13M sold.
- 6 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q4 2023, down from 8 in Q3 2023.
- Funds reported $3.51M of VanEck Morningstar ESG Moat ETF stock for Q4 2023, down 18% quarter-over-quarter.
- 0 funds opened new VanEck Morningstar ESG Moat ETF positions in Q4 2023 and 2 closed out, a net change of -2 holders.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q4 2023 was Smith, Moore & Co, an estimated $44K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q4 2023 was TAP Consulting, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2023.