VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
8 hedge funds and large institutions have $4.2M invested in VanEck Morningstar ESG Moat ETF in 2025 Q1 according to their latest regulatory filings, with 1 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
14% more funds holding
Funds holding: 7 → 8 (+1)
0.22% more ownership
Funds ownership: 68.33% → 68.54% (+0.22%)
5% less capital invested
Capital invested by funds: $4.43M → $4.2M (-$230K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$28.5K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$2.09K |
| 3 |
Morgan Stanley
New York
|
+$28 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
-$16.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMC
1
Smith, Moore & Co
Clayton,
Missouri
| $1.93M | -$16.8K | -602 | -0.8% |
|
2
VanEck Associates
New York
| $1.33M | – | – | – |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $537K | +$28.5K | +1,022 | +5% |
|
|
SA
4
Sanctuary Advisors
Indianapolis,
Indiana
| $239K | – | – | – |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $133K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $31.3K | – | – | – |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $4K | +$2.09K | +75 | +100% |
|
|
8
Morgan Stanley
New York
| $30 | +$28 | +1 | New |
|
MOTE Hedge Fund Activity: Q1 2025 in Review
8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q1 2025, worth a combined $4.2M — down 5.2% from $4.43M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MOTE positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Kelman-Lazarov Inc, adding an estimated $28.5K. The largest seller was Smith, Moore & Co, cutting an estimated $16.8K.
- 8 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $4.2M of VanEck Morningstar ESG Moat ETF stock for Q1 2025, down 5.2% quarter-over-quarter.
- 1 fund opened new VanEck Morningstar ESG Moat ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q1 2025 was Kelman-Lazarov Inc, an estimated $28.5K added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q1 2025 was Smith, Moore & Co, an estimated $16.8K sold.
Based on aggregated 13F filings for Q1 2025.