VanEck Morningstar International Moat ETF
MOTI
30 hedge funds and large institutions have $15.7M invested in VanEck Morningstar International Moat ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7% more funds holding
Funds holding: 28 → 30 (+2)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
28.87% less ownership
Funds ownership: 57.42% → 28.54% (-29%)
49% less capital invested
Capital invested by funds: $30.8M → $15.7M (-$15.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$289K |
| 2 |
PS
Planned Solutions
Folsom,
California
|
+$223K |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$210K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$181K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$15.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.19M |
| 4 |
Jane Street
New York
|
-$1.16M |
| 5 |
KSWA
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
-$674K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EE
26
EWG Elevate
Roseville,
California
| $28.2K | +$27.1K | +975 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $18K | – | – | – |
|
|
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $8.68K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $5.79K | -$5.29K | -190 | -49% |
|
|
30
Osaic Holdings
Scottsdale,
Arizona
| $3K | -$1.19M | -42,832 | -100% |
|
|
RJFSA
31
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$1.21M | -48,441 | Closed |
|
|
RGF
32
Retirement Guys Formula
Maumee,
Ohio
| – | -$226K | -9,069 | Closed |
|
MOTI Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2022, worth a combined $15.7M — down 49% from $30.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MOTI positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Mengis Capital Management, opening a new position worth an estimated $289K. The largest seller was LPL Financial, cutting an estimated $15.6M.
- 30 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $15.7M of VanEck Morningstar International Moat ETF stock for Q4 2022, down 49% quarter-over-quarter.
- 4 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest VanEck Morningstar International Moat ETF buyer in Q4 2022 was Mengis Capital Management, an estimated $289K added.
- The largest VanEck Morningstar International Moat ETF seller in Q4 2022 was LPL Financial, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2022.