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VanEck Morningstar International Moat ETF

26 hedge funds and large institutions have $12.8M invested in VanEck Morningstar International Moat ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3.12% less ownership

Funds ownership: 20.94%17.81% (-3.1%)

10% less capital invested

Capital invested by funds: $14.2M → $12.8M (-$1.45M)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.5M -$13.3K -362 -0.9%
BFS
2
Bard Financial Services
Connecticut
$1.41M -$696K -19,000 -33%
Morgan Stanley
3
Morgan Stanley
New York
$1.39M -$20.5K -560 -1%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$1.25M +$9.96K +272 +0.8%
JFA
5
JNBA Financial Advisors
Minnesota
$1.17M +$161K +4,388 +16%
CBFP
6
Cedar Brook Financial Partners
Ohio
$1.04M +$87.7K +2,393 +9%
BAM
7
Belpointe Asset Management
Nevada
$883K +$6.59K +180 +0.7%
BFO
8
Boston Family Office
Massachusetts
$879K +$4.03K +110 +0.5%
OC
9
Oppenheimer & Co
New York
$431K
SPIA
10
Steward Partners Investment Advisory
New York
$361K +$159K +4,329 +75%
Truist Financial
11
Truist Financial
North Carolina
$350K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$341K +$12.8K +350 +4%
SI
13
Stephens Inc
Arkansas
$307K -$25.6K -700 -8%
Jane Street
14
Jane Street
New York
$290K -$270K -7,372 -48%
HI
15
Harbour Investments
Wisconsin
$252K -$9.16K -250 -3%
AIM
16
Anchor Investment Management
South Carolina
$218K +$169K +4,600 +311%
Osaic Holdings
17
Osaic Holdings
Arizona
$165K +$165K +4,493 +4,493%
WT
18
Whittier Trust
California
$130K
LS
19
Leelyn Smith
Illinois
$123K -$28.5K -777 -18%
CAL
20
Capital Analysts LLC
Pennsylvania
$92K
UBS Group
21
UBS Group
Switzerland
$58K -$1.21M -33,006 -95%
Wells Fargo
22
Wells Fargo
California
$57K +$44K +1,200 +300%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$34K +$34.7K +948 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$25K -$6.45K -176 -20%
IA
25
IFP Advisors
Florida
$17K

MOTI Hedge Fund Activity: Q2 2021 in Review

26 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q2 2021, worth a combined $12.8M — down 10% from $14.2M a quarter earlier.

Fund positioning in MOTI was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Anchor Investment Management, adding an estimated $169K. The largest seller was UBS Group, cutting an estimated $1.21M.

  • 26 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $12.8M of VanEck Morningstar International Moat ETF stock for Q2 2021, down 10% quarter-over-quarter.
  • 1 fund opened new VanEck Morningstar International Moat ETF positions in Q2 2021 and 1 closed out, a net change of 0 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q2 2021 was Anchor Investment Management, an estimated $169K added.
  • The largest VanEck Morningstar International Moat ETF seller in Q2 2021 was UBS Group, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2021.