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VanEck Morningstar International Moat ETF

23 hedge funds and large institutions have $13.6M invested in VanEck Morningstar International Moat ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 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

41% more capital invested

Capital invested by funds: $9.66M → $13.6M (+$3.96M)

10% more funds holding

Funds holding: 2123 (+2)

4.32% more ownership

Funds ownership: 18.82%23.14% (+4.3%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1
Bard Financial Services
Connecticut
$1.92M +$1.81M +57,150 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.39M +$54.9K +1,730 +4%
Jane Street
3
Jane Street
New York
$1.22M +$930K +29,295 +416%
UBS Group
4
UBS Group
Switzerland
$1.22M -$28.1K -886 -2%
BAM
5
Belpointe Asset Management
Nevada
$1.22M +$1.15M +36,177 New
Baird Financial Group
6
Baird Financial Group
Wisconsin
$1.11M +$1.05M +32,999 New
Morgan Stanley
7
Morgan Stanley
New York
$1.04M +$83.7K +2,636 +9%
CBFP
8
Cedar Brook Financial Partners
Ohio
$851K +$26.1K +821 +3%
BFO
9
Boston Family Office
Massachusetts
$826K -$35.6K -1,120 -4%
JFA
10
JNBA Financial Advisors
Minnesota
$738K +$49.7K +1,565 +8%
OC
11
Oppenheimer & Co
New York
$404K -$36.5K -1,150 -9%
Truist Financial
12
Truist Financial
North Carolina
$328K
SI
13
Stephens Inc
Arkansas
$321K +$1.3K +41 +0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$306K -$318 -10 -0.1%
SPIA
15
Steward Partners Investment Advisory
New York
$190K -$31.6K -994 -15%
Bank of America
16
Bank of America
North Carolina
$182K -$424K -13,356 -71%
WT
17
Whittier Trust
California
$122K
Osaic Holdings
18
Osaic Holdings
Arizona
$80K -$15.7K -495 -17%
CAL
19
Capital Analysts LLC
Pennsylvania
$50K
AIM
20
Anchor Investment Management
South Carolina
$49.8K
CIAS
21
Capital Investment Advisory Services
North Carolina
$30K -$18.1K -569 -39%
IA
22
IFP Advisors
Florida
$16K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1K
Citadel Advisors
24
Citadel Advisors
Florida
-$2M -68,249 Closed

MOTI Hedge Fund Activity: Q4 2020 in Review

23 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2020, worth a combined $13.6M — up 41% from $9.66M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MOTI positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $1.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2M sold.

  • 23 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $13.6M of VanEck Morningstar International Moat ETF stock for Q4 2020, up 41% quarter-over-quarter.
  • 3 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q4 2020 was Belpointe Asset Management, an estimated $1.15M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q4 2020 was Citadel Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2020.