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VanEck Morningstar International Moat ETF

59 hedge funds and large institutions have $191M invested in VanEck Morningstar International Moat ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5759 (+2)

4% more capital invested

Capital invested by funds: $184M → $191M (+$7.42M)

0.89% more ownership

Funds ownership: 79.31%80.19% (+0.89%)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
26
Cedar Brook Financial Partners
Ohio
$575K +$102K +3,415 +22%
Wells Fargo
27
Wells Fargo
California
$547K -$18.5K -617 -3%
BWM
28
BCS Wealth Management
Tennessee
$531K +$28.5K +949 +6%
WS
29
Wedbush Securities
California
$459K -$23.9K -797 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$434K -$3.21K -107 -0.8%
SI
31
Stephens Inc
Arkansas
$433K -$23K -765 -5%
MW
32
Marcum Wealth
Ohio
$400K -$92.4K -3,081 -19%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$343K -$6.51K -217 -2%
BFO
34
Boston Family Office
Massachusetts
$327K -$97.1K -3,238 -24%
MCM
35
Mengis Capital Management
Oregon
$325K -$9.21K -307 -3%
GFA
36
Gallagher Fiduciary Advisors
Illinois
$310K -$10.9K -364 -4%
RJT
37
Raymond James Trust
Florida
$280K +$7.47K +249 +3%
AIM
38
Anchor Investment Management
South Carolina
$269K
AW
39
Atlas Wealth
Ohio
$254K
Osaic Holdings
40
Osaic Holdings
Arizona
$251K -$5.9M -196,575 -96%
LS
41
Leelyn Smith
Illinois
$229K -$10.5K -349 -5%
FAIM
42
Financial Advocates Investment Management
Washington
$214K +$206K +6,864 New
Comerica Bank
43
Comerica Bank
Texas
$124K -$173K -5,764 -59%
WT
44
Whittier Trust
California
$113K
Bank of America
45
Bank of America
North Carolina
$51.9K +$50K +1,667 New
TPCW
46
TD Private Client Wealth
New York
$50.2K -$35.8K -1,192 -43%
IA
47
IFP Advisors
Florida
$30.6K -$17.6K -588 -37%
VF
48
VitalStone Financial
Texas
$21K
UBS Group
49
UBS Group
Switzerland
$17K -$22.7K -755 -58%
CIAS
50
Capital Investment Advisory Services
North Carolina
$11.4K -$2.16K -72 -16%

MOTI Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2023, worth a combined $191M — up 4% from $184M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MOTI positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.47M. The largest seller was Osaic Holdings, cutting an estimated $5.9M.

  • 59 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $191M of VanEck Morningstar International Moat ETF stock for Q4 2023, up 4% quarter-over-quarter.
  • 6 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.47M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.9M sold.

Based on aggregated 13F filings for Q4 2023.