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VanEck Morningstar International Moat ETF

30 hedge funds and large institutions have $30.8M invested in VanEck Morningstar International Moat ETF in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more capital invested

Capital invested by funds: $16.7M → $30.8M (+$14.1M)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

21% more ownership

Funds ownership: 24.14%45.14% (+21%)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

6% less funds holding

Funds holding: 3230 (-2)

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.3M +$12.3M +379,807 +4,996%
KSWA
2
Kathleen S. Wright Associates
Pennsylvania
$2.43M -$104K -3,216 -4%
TB
3
Treynor Bancshares
Iowa
$2.1M +$54K +1,665 +3%
JFA
4
JNBA Financial Advisors
Minnesota
$1.9M +$649K +20,015 +50%
Morgan Stanley
5
Morgan Stanley
New York
$1.68M +$53.6K +1,653 +3%
Jane Street
6
Jane Street
New York
$1.59M +$1.03M +31,815 +174%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.44M +$1.29M +39,746 +700%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.42M -$5.64K -174 -0.4%
BAM
9
Belpointe Asset Management
Nevada
$970K +$40.7K +1,255 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$665K +$356K +10,976 +110%
BFO
11
Boston Family Office
Massachusetts
$575K -$107K -3,300 -15%
BFS
12
Bard Financial Services
Connecticut
$536K -$114K -3,500 -17%
SPIA
13
Steward Partners Investment Advisory
New York
$532K +$140K +4,312 +35%
CBFP
14
Cedar Brook Financial Partners
Ohio
$528K -$3.44K -106 -0.6%
RGF
15
Retirement Guys Formula
Ohio
$431K -$393K -12,118 -47%
SI
16
Stephens Inc
Arkansas
$296K
AIM
17
Anchor Investment Management
South Carolina
$266K +$64.9K +2,000 +31%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$250K
BWM
19
BCS Wealth Management
Tennessee
$241K +$247K +7,604 New
CAL
20
Capital Analysts LLC
Pennsylvania
$120K +$38.9K +1,200 +47%
Wells Fargo
21
Wells Fargo
California
$117K +$77.2K +2,379 +183%
LS
22
Leelyn Smith
Illinois
$115K -$17.7K -546 -13%
WT
23
Whittier Trust
California
$115K
UBS Group
24
UBS Group
Switzerland
$78K -$8.95K -276 -10%
CIAS
25
Capital Investment Advisory Services
North Carolina
$34K

MOTI Hedge Fund Activity: Q1 2022 in Review

30 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q1 2022, worth a combined $30.8M — up 85% from $16.7M a quarter earlier.

Fund positioning in MOTI was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.3M. The largest seller was Retirement Guys Formula, cutting an estimated $393K.

  • 30 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q1 2022, down from 32 in Q4 2021.
  • Funds reported $30.8M of VanEck Morningstar International Moat ETF stock for Q1 2022, up 85% quarter-over-quarter.
  • 1 fund opened new VanEck Morningstar International Moat ETF positions in Q1 2022 and 1 closed out, a net change of 0 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q1 2022 was LPL Financial, an estimated $12.3M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q1 2022 was Retirement Guys Formula, an estimated $393K sold.

Based on aggregated 13F filings for Q1 2022.