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VanEck Morningstar International Moat ETF

56 hedge funds and large institutions have $155M invested in VanEck Morningstar International Moat ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

10% more funds holding

Funds holding: 5156 (+5)

8% more capital invested

Capital invested by funds: $143M → $155M (+$11.9M)

2.71% less ownership

Funds ownership: 67.72%65.01% (-2.7%)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
Marcum Wealth
Ohio
$540K -$13K -411 -2%
WS
27
Wedbush Securities
California
$497K +$1.61K +51 +0.3%
CBFP
28
Cedar Brook Financial Partners
Ohio
$492K -$18.1K -573 -4%
SI
29
Stephens Inc
Arkansas
$476K +$181K +5,709 +62%
BWM
30
BCS Wealth Management
Tennessee
$459K +$48.2K +1,522 +12%
BFO
31
Boston Family Office
Massachusetts
$410K +$7.63K +241 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$374K +$373K +11,788 New
SFA
33
Sequoia Financial Advisors
Ohio
$373K
VAS
34
Vestmark Advisory Solutions
Massachusetts
$362K
Wells Fargo
35
Wells Fargo
California
$360K +$167K +5,268 +87%
MCM
36
Mengis Capital Management
Oregon
$340K +$12.7K +400 +4%
GFA
37
Gallagher Fiduciary Advisors
Illinois
$328K +$16K +505 +5%
AW
38
Atlas Wealth
Ohio
$301K +$289K +9,131 New
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$286K -$85.9K -2,712 -23%
AIM
40
Anchor Investment Management
South Carolina
$275K
CAM
41
Cresset Asset Management
Illinois
$260K
BFS
42
Bard Financial Services
Connecticut
$240K
LS
43
Leelyn Smith
Illinois
$222K -$8.77K -277 -4%
WT
44
Whittier Trust
California
$115K
TPCW
45
TD Private Client Wealth
New York
$83.2K -$2.06K -65 -2%
UBS Group
46
UBS Group
Switzerland
$53.9K -$2.85K -90 -5%
CIAS
47
Capital Investment Advisory Services
North Carolina
$20.5K -$2.53K -80 -11%
BTI
48
Blue Trust Inc
Georgia
$20K +$19.8K +625 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$17.8K +$17.7K +560 New
IA
50
IFP Advisors
Florida
$14.9K

MOTI Hedge Fund Activity: Q2 2023 in Review

56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q2 2023, worth a combined $155M — up 8.3% from $143M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MOTI positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.84M sold.

  • 56 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $155M of VanEck Morningstar International Moat ETF stock for Q2 2023, up 8.3% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar International Moat ETF positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q2 2023 was Old Mission Capital, an estimated $6.29M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2023.