VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
8 hedge funds and large institutions have $4.74M invested in VanEck Morningstar ESG Moat ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
35% more capital invested
Capital invested by funds: $3.51M → $4.74M (+$1.23M)
33% more funds holding
Funds holding: 6 → 8 (+2)
10.13% more ownership
Funds ownership: 59.81% → 69.94% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$555K |
| 2 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
+$194K |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$131K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$78.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$9.64K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$7.82K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.89M | +$131K | +5,043 | +8% |
|
2
VanEck Associates
New York
| $1.36M | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $578K | +$555K | +21,289 | New |
|
|
KLI
4
Kelman-Lazarov Inc
Memphis,
Tennessee
| $489K | -$9.64K | -370 | -2% |
|
|
AWM
5
Aspire Wealth Management
Waltham,
Massachusetts
| $202K | +$194K | +7,457 | New |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $136K | +$78.1K | +3,000 | +150% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $58.5K | +$30.5K | +1,172 | +119% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $34.6K | -$7.82K | -300 | -19% |
|
MOTE Hedge Fund Activity: Q1 2024 in Review
8 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q1 2024, worth a combined $4.74M — up 35% from $3.51M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MOTE positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $555K. The largest seller was Kelman-Lazarov Inc, cutting an estimated $9.64K.
- 8 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $4.74M of VanEck Morningstar ESG Moat ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 2 funds opened new VanEck Morningstar ESG Moat ETF positions in Q1 2024 and 0 closed out, a net change of +2 holders.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q1 2024 was Citadel Advisors, an estimated $555K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q1 2024 was Kelman-Lazarov Inc, an estimated $9.64K sold.
Based on aggregated 13F filings for Q1 2024.