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VanEck Morningstar International Moat ETF

23 hedge funds and large institutions have $24.1M invested in VanEck Morningstar International Moat ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

5% more funds holding

Funds holding: 2223 (+1)

2.61% more ownership

Funds ownership: 24.75%27.36% (+2.6%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

2% less capital invested

Capital invested by funds: $24.6M → $24.1M (-$478K)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.69M +$15.5K +471 +0.2%
Bank of America
2
Bank of America
North Carolina
$4.06M +$1.19M +36,202 +42%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.43M -$116K -3,512 -5%
DP
4
Denver PWM
Colorado
$1.89M +$2.02M +61,432 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.54M -$302K -9,168 -16%
BFO
6
Boston Family Office
Massachusetts
$1.35M +$204K +6,190 +18%
Citadel Advisors
7
Citadel Advisors
Florida
$1.27M +$550K +16,709 +77%
Jane Street
8
Jane Street
New York
$714K -$2.31M -70,086 -76%
CWM
9
Cornerstone Wealth Management
Missouri
$600K +$385K +11,680 +121%
UBS Group
10
UBS Group
Switzerland
$446K -$591K -17,955 -57%
AIP
11
Ahrens Investment Partners
Louisiana
$329K -$965K -29,298 -75%
RJA
12
Raymond James & Associates
Florida
$319K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$256K -$7.71K -234 -3%
BCI
14
Brinker Capital Investments
Pennsylvania
$251K +$1.32K +40 +0.5%
SI
15
Stephens Inc
Arkansas
$228K +$227K +6,898 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$222K +$222K +6,738 New
LPL Financial
17
LPL Financial
California
$219K -$64.3K -1,951 -23%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$161K -$142K -4,314 -47%
JP Morgan Chase
19
JP Morgan Chase
New York
$103K +$16.5K +500 +19%
SWP
20
Stratos Wealth Partners
Ohio
$22K +$22.4K +680 New
CFD
21
Creative Financial Designs
Indiana
$16K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K +$5.01K +152 +51%
ALIONA
23
Allianz Life Insurance of North America
Minnesota
-$463K -14,200 Closed
WS
24
Wedbush Securities
California
-$365K -11,207 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$56K -1,711 Closed

MOTI Hedge Fund Activity: Q3 2018 in Review

23 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q3 2018, worth a combined $24.1M — down 1.9% from $24.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MOTI positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $1.19M. The largest seller was Jane Street, cutting an estimated $2.31M.

  • 23 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q3 2018, up from 22 in Q2 2018.
  • Funds reported $24.1M of VanEck Morningstar International Moat ETF stock for Q3 2018, down 1.9% quarter-over-quarter.
  • 5 funds opened new VanEck Morningstar International Moat ETF positions in Q3 2018 and 4 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar International Moat ETF buyer in Q3 2018 was Bank of America, an estimated $1.19M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q3 2018 was Jane Street, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2018.