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VanEck Morningstar International Moat ETF

28 hedge funds and large institutions have $30.8M invested in VanEck Morningstar International Moat ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

85% more capital invested

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

30.52% more ownership

Funds ownership: 26.9%57.42% (+31%)

13% less funds holding

Funds holding: 3228 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
13
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.7M +$16.3M +575,567 +4,512%
Jane Street
2
Jane Street
New York
$2.34M +$2.43M +85,802 +1,075%
JFA
3
JNBA Financial Advisors
Minnesota
$2.2M +$211K +7,471 +9%
KSWA
4
Kathleen S. Wright Associates
Pennsylvania
$1.87M +$54.3K +1,918 +3%
TB
5
Treynor Bancshares
Iowa
$1.85M +$220K +7,769 +12%
Morgan Stanley
6
Morgan Stanley
New York
$1.3M -$135K -4,774 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.21M -$131K -4,630 -9%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.07M
BAM
9
Belpointe Asset Management
Nevada
$827K +$10.6K +375 +1%
Citadel Advisors
10
Citadel Advisors
Florida
$494K -$102K -3,605 -15%
SPIA
11
Steward Partners Investment Advisory
New York
$435K +$7.16K +253 +1%
CBFP
12
Cedar Brook Financial Partners
Ohio
$423K +$4.02K +142 +0.8%
BFO
13
Boston Family Office
Massachusetts
$378K -$64.8K -2,292 -13%
BWM
14
BCS Wealth Management
Tennessee
$340K +$115K +4,078 +43%
SI
15
Stephens Inc
Arkansas
$238K
RGF
16
Retirement Guys Formula
Ohio
$226K +$3.08K +109 +1%
AIM
17
Anchor Investment Management
South Carolina
$216K
HI
18
Harbour Investments
Wisconsin
$176K
UBS Group
19
UBS Group
Switzerland
$170K +$103K +3,645 +115%
Wells Fargo
20
Wells Fargo
California
$97K +$2.83K +100 +3%
WT
21
Whittier Trust
California
$91K
CAL
22
Capital Analysts LLC
Pennsylvania
$76K +$13.8K +489 +19%
LS
23
Leelyn Smith
Illinois
$61K -$15.1K -534 -18%
CIAS
24
Capital Investment Advisory Services
North Carolina
$27K
IA
25
IFP Advisors
Florida
$18K

MOTI Hedge Fund Activity: Q3 2022 in Review

28 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q3 2022, worth a combined $30.8M — up 85% from $16.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MOTI and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $16.3M. The largest seller was Bard Financial Services, exiting entirely with an estimated $227K sold.

  • 28 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q3 2022, down from 32 in Q2 2022.
  • Funds reported $30.8M of VanEck Morningstar International Moat ETF stock for Q3 2022, up 85% quarter-over-quarter.
  • 0 funds opened new VanEck Morningstar International Moat ETF positions in Q3 2022 and 4 closed out, a net change of -4 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q3 2022 was LPL Financial, an estimated $16.3M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q3 2022 was Bard Financial Services, an estimated $227K sold.

Based on aggregated 13F filings for Q3 2022.