VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
7 hedge funds and large institutions have $4.57M invested in VanEck Morningstar ESG Moat ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
10% more capital invested
Capital invested by funds: $4.16M → $4.57M (+$402K)
0% more funds holding
Funds holding: 7 → 7 (0)
0.38% less ownership
Funds ownership: 68.9% → 68.51% (-0.38%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$38.4K |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$17.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$47.6K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$27.1K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$5.49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $2.09M | +$38.4K | +1,400 | +2% |
|
2
VanEck Associates
New York
| $1.45M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $552K | +$17.5K | +637 | +3% |
|
|
SA
4
Sanctuary Advisors
Indianapolis,
Indiana
| $265K | -$47.6K | -1,734 | -16% |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $145K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $33.9K | -$27.1K | -986 | -46% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $31.1K | -$5.49K | -200 | -16% |
|
MOTE Hedge Fund Activity: Q3 2024 in Review
7 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q3 2024, worth a combined $4.57M — up 9.7% from $4.16M a quarter earlier.
Fund positioning in MOTE was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Smith, Moore & Co, adding an estimated $38.4K. The largest seller was Sanctuary Advisors, cutting an estimated $47.6K.
- 7 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $4.57M of VanEck Morningstar ESG Moat ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
- 0 funds opened new VanEck Morningstar ESG Moat ETF positions in Q3 2024 and 0 closed out.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q3 2024 was Smith, Moore & Co, an estimated $38.4K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q3 2024 was Sanctuary Advisors, an estimated $47.6K sold.
Based on aggregated 13F filings for Q3 2024.