VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
7 hedge funds and large institutions have $4.43M invested in VanEck Morningstar ESG Moat ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 7 → 7 (0)
0.18% less ownership
Funds ownership: 68.51% → 68.33% (-0.18%)
3% less capital invested
Capital invested by funds: $4.57M → $4.43M (-$131K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$14.9K |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$1.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$29.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $2.05M | +$14.9K | +510 | +0.7% |
|
2
VanEck Associates
New York
| $1.41M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $539K | +$1.98K | +68 | +0.4% |
|
|
SA
4
Sanctuary Advisors
Indianapolis,
Indiana
| $261K | – | – | – |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $141K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $33K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $2.11K | -$29.1K | -1,000 | -93% |
|
MOTE Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q4 2024, worth a combined $4.43M — down 2.9% from $4.57M a quarter earlier.
Fund positioning in MOTE was balanced in Q4 2024: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Smith, Moore & Co, adding an estimated $14.9K. The largest seller was Geneos Wealth Management, cutting an estimated $29.1K.
- 7 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $4.43M of VanEck Morningstar ESG Moat ETF stock for Q4 2024, down 2.9% quarter-over-quarter.
- 0 funds opened new VanEck Morningstar ESG Moat ETF positions in Q4 2024 and 0 closed out.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q4 2024 was Smith, Moore & Co, an estimated $14.9K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q4 2024 was Geneos Wealth Management, an estimated $29.1K sold.
Based on aggregated 13F filings for Q4 2024.