VanEck Morningstar ESG Moat ETF
MOTE
MOTE was delisted on the 19th of September, 2025.
10 hedge funds and large institutions have $12.3M invested in VanEck Morningstar ESG Moat ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
193% more capital invested
Capital invested by funds: $4.2M → $12.3M (+$8.11M)
25% more funds holding
Funds holding: 8 → 10 (+2)
12.26% more ownership
Funds ownership: 68.54% → 80.81% (+12%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
+$6.01M |
| 2 |
Rockefeller Capital Management
New York
|
+$1.55M |
| 3 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$7.62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$1.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
1
First Foundation Advisors
Irvine,
California
| $6.32M | +$6.01M | +227,881 | New |
|
|
SMC
2
Smith, Moore & Co
Clayton,
Missouri
| $2M | – | – | – |
|
|
3
Rockefeller Capital Management
New York
| $1.63M | +$1.55M | +58,691 | New |
|
4
VanEck Associates
New York
| $1.39M | – | – | – |
|
|
KLI
5
Kelman-Lazarov Inc
Memphis,
Tennessee
| $566K | +$7.62K | +289 | +1% |
|
|
SA
6
Sanctuary Advisors
Indianapolis,
Indiana
| $248K | – | – | – |
|
|
SPIA
7
Steward Partners Investment Advisory
New York
| $139K | – | – | – |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $32.5K | – | – | – |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $2.08K | -$1.98K | -75 | -50% |
|
10
Morgan Stanley
New York
| $35 | – | – | – |
|
MOTE Hedge Fund Activity: Q2 2025 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar ESG Moat ETF (MOTE) for Q2 2025, worth a combined $12.3M — up 193% from $4.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MOTE positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was First Foundation Advisors, opening a new position worth an estimated $6.01M. The largest seller was Geneos Wealth Management, cutting an estimated $1.98K.
- 10 institutional investors held VanEck Morningstar ESG Moat ETF (MOTE) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $12.3M of VanEck Morningstar ESG Moat ETF stock for Q2 2025, up 193% quarter-over-quarter.
- 2 funds opened new VanEck Morningstar ESG Moat ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
- The largest VanEck Morningstar ESG Moat ETF buyer in Q2 2025 was First Foundation Advisors, an estimated $6.01M added.
- The largest VanEck Morningstar ESG Moat ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $1.98K sold.
Based on aggregated 13F filings for Q2 2025.