VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
7 hedge funds and large institutions have $4.16M invested in VanEck Morningstar ESG Moat ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
1.04% less ownership
Funds ownership: 69.94% → 68.9% (-1%)
12% less capital invested
Capital invested by funds: $4.74M → $4.16M (-$580K)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$33.4K |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$9.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$578K |
| 2 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.86M | +$33.4K | +1,283 | +2% |
|
2
VanEck Associates
New York
| $1.31M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $484K | +$9.96K | +382 | +2% |
|
|
SA
4
Sanctuary Advisors
Indianapolis,
Indiana
| $277K | +$279K | +10,695 | New |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $131K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $56.8K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $33.5K | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$578K | -21,289 | Closed |
|
|
AWM
9
Aspire Wealth Management
Waltham,
Massachusetts
| – | -$202K | -7,457 | Closed |
|
MOTE Hedge Fund Activity: Q2 2024 in Review
7 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q2 2024, worth a combined $4.16M — down 12% from $4.74M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MOTE and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Smith, Moore & Co, adding an estimated $33.4K. The largest seller was Citadel Advisors, exiting entirely with an estimated $578K sold.
- 7 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q2 2024, down from 8 in Q1 2024.
- Funds reported $4.16M of VanEck Morningstar ESG Moat ETF stock for Q2 2024, down 12% quarter-over-quarter.
- 1 fund opened new VanEck Morningstar ESG Moat ETF positions in Q2 2024 and 2 closed out, a net change of -1 holder.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q2 2024 was Smith, Moore & Co, an estimated $33.4K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q2 2024 was Citadel Advisors, an estimated $578K sold.
Based on aggregated 13F filings for Q2 2024.