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VanEck Morningstar International Moat ETF

57 hedge funds and large institutions have $184M invested in VanEck Morningstar International Moat ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $155M → $184M (+$28.8M)

14.3% more ownership

Funds ownership: 65.01%79.31% (+14%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5657 (+1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$543K +$216K +6,856 +60%
BWM
27
BCS Wealth Management
Tennessee
$480K +$51.2K +1,622 +11%
MW
28
Marcum Wealth
Ohio
$476K -$33.8K -1,071 -6%
WS
29
Wedbush Securities
California
$463K -$4.26K -135 -0.9%
CBFP
30
Cedar Brook Financial Partners
Ohio
$463K
SI
31
Stephens Inc
Arkansas
$438K -$9.65K -306 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$419K +$71.7K +2,271 +19%
BFO
33
Boston Family Office
Massachusetts
$409K +$24.7K +784 +6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$335K -$589K -18,671 -62%
MCM
35
Mengis Capital Management
Oregon
$320K
GFA
36
Gallagher Fiduciary Advisors
Illinois
$308K -$347 -11 -0.1%
Comerica Bank
37
Comerica Bank
Texas
$291K +$308K +9,750 New
RJT
38
Raymond James Trust
Florida
$261K +$276K +8,742 New
SFA
39
Sequoia Financial Advisors
Ohio
$258K -$97.9K -3,102 -26%
AIM
40
Anchor Investment Management
South Carolina
$257K -$789 -25 -0.3%
AW
41
Atlas Wealth
Ohio
$254K -$20K -634 -7%
Citadel Advisors
42
Citadel Advisors
Florida
$230K +$243K +7,700 New
LS
43
Leelyn Smith
Illinois
$230K +$21.7K +687 +10%
SIAP
44
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$219K +$232K +7,350 New
WT
45
Whittier Trust
California
$108K
TPCW
46
TD Private Client Wealth
New York
$83.7K +$5.71K +181 +7%
IA
47
IFP Advisors
Florida
$46.8K +$34.7K +1,100 +234%
UBS Group
48
UBS Group
Switzerland
$38.8K -$12.6K -400 -24%
VF
49
VitalStone Financial
Texas
$20K +$21K +666 New
CIAS
50
Capital Investment Advisory Services
North Carolina
$13.1K -$6.63K -210 -32%

MOTI Hedge Fund Activity: Q3 2023 in Review

57 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q3 2023, worth a combined $184M — up 19% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MOTI positions and 8 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $34.3M. The largest seller was Old Mission Capital, cutting an estimated $3.29M.

  • 57 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $184M of VanEck Morningstar International Moat ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar International Moat ETF positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar International Moat ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $34.3M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q3 2023 was Old Mission Capital, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2023.