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VanEck Morningstar International Moat ETF

25 hedge funds and large institutions have $13.3M invested in VanEck Morningstar International Moat ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

4% more funds holding

Funds holding: 2425 (+1)

0.02% less ownership

Funds ownership: 18.87%18.85% (-0.02%)

14% less capital invested

Capital invested by funds: $15.5M → $13.3M (-$2.19M)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
1
Denver PWM
Colorado
$2.53M +$139K +4,396 +6%
Bank of America
2
Bank of America
North Carolina
$1.42M -$88.8K -2,802 -6%
Morgan Stanley
3
Morgan Stanley
New York
$1.25M +$101K +3,195 +9%
UBS Group
4
UBS Group
Switzerland
$1.21M -$524K -16,527 -31%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$844K -$52.6K -1,660 -6%
OC
6
Oppenheimer & Co
New York
$801K -$1.58K -50 -0.2%
BFO
7
Boston Family Office
Massachusetts
$800K +$38.9K +1,228 +5%
CBFP
8
Cedar Brook Financial Partners
Ohio
$579K +$349 +11 +0.1%
Citadel Advisors
9
Citadel Advisors
Florida
$575K -$327K -10,320 -37%
JFA
10
JNBA Financial Advisors
Minnesota
$544K +$225K +7,085 +72%
SPIA
11
Steward Partners Investment Advisory
New York
$533K +$17K +536 +3%
Wells Fargo
12
Wells Fargo
California
$484K -$45.4K -1,433 -9%
Truist Financial
13
Truist Financial
North Carolina
$422K +$418K +13,172 New
AAS
14
Avantax Advisory Services
Texas
$338K +$37.5K +1,183 +13%
SI
15
Stephens Inc
Arkansas
$325K +$5.99K +189 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$248K +$245K +7,742 New
BCI
17
Brinker Capital Investments
Pennsylvania
$140K +$2.19K +69 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$78K -$7.23K -228 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$61K -$1.45M -45,876 -96%
CIAS
20
Capital Investment Advisory Services
North Carolina
$55K +$602 +19 +1%
IA
21
IFP Advisors
Florida
$50K +$34.9K +1,100 +234%
AIM
22
Anchor Investment Management
South Carolina
$20.2K -$2.38K -75 -11%
AG
23
Advisor Group
Arizona
$17K
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.62K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4K +$3.9K +123 New

MOTI Hedge Fund Activity: Q4 2019 in Review

25 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2019, worth a combined $13.3M — down 14% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MOTI positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $418K. The largest seller was Royal Bank of Canada, cutting an estimated $1.45M.

  • 25 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2019, up from 24 in Q3 2019.
  • Funds reported $13.3M of VanEck Morningstar International Moat ETF stock for Q4 2019, down 14% quarter-over-quarter.
  • 3 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2019 and 1 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q4 2019 was Truist Financial, an estimated $418K added.
  • The largest VanEck Morningstar International Moat ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2019.