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VanEck Morningstar International Moat ETF

30 hedge funds and large institutions have $15.7M invested in VanEck Morningstar International Moat ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

7% more funds holding

Funds holding: 2830 (+2)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

28.87% less ownership

Funds ownership: 57.42%28.54% (-29%)

49% less capital invested

Capital invested by funds: $30.8M → $15.7M (-$15.1M)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1
JNBA Financial Advisors
Minnesota
$2.29M -$249K -8,939 -10%
TB
2
Treynor Bancshares
Iowa
$2.24M +$91.6K +3,290 +4%
Morgan Stanley
3
Morgan Stanley
New York
$1.67M +$161K +5,768 +11%
Jane Street
4
Jane Street
New York
$1.51M -$1.16M -41,502 -44%
KSWA
5
Kathleen S. Wright Associates
Pennsylvania
$1.47M -$674K -24,206 -32%
BAM
6
Belpointe Asset Management
Nevada
$896K -$60.4K -2,171 -7%
LPL Financial
7
LPL Financial
California
$855K -$15.6M -558,782 -95%
Citadel Advisors
8
Citadel Advisors
Florida
$760K +$180K +6,456 +33%
SPIA
9
Steward Partners Investment Advisory
New York
$514K +$9.35K +336 +2%
CBFP
10
Cedar Brook Financial Partners
Ohio
$470K -$19.5K -701 -4%
BWM
11
BCS Wealth Management
Tennessee
$412K +$17.6K +631 +5%
BFO
12
Boston Family Office
Massachusetts
$367K -$67.6K -2,427 -16%
MCM
13
Mengis Capital Management
Oregon
$300K +$289K +10,379 New
SI
14
Stephens Inc
Arkansas
$269K -$7.04K -253 -3%
AIM
15
Anchor Investment Management
South Carolina
$250K
PS
16
Planned Solutions
California
$232K +$223K +8,007 New
BFS
17
Bard Financial Services
Connecticut
$218K +$210K +7,550 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$200K +$181K +6,503 +1,626%
HI
19
Harbour Investments
Wisconsin
$185K +$7.66K +275 +5%
UBS Group
20
UBS Group
Switzerland
$116K -$78.2K -2,811 -41%
WT
21
Whittier Trust
California
$105K
CAL
22
Capital Analysts LLC
Pennsylvania
$102K +$12.6K +453 +15%
Wells Fargo
23
Wells Fargo
California
$87.2K -$24K -861 -22%
LS
24
Leelyn Smith
Illinois
$79.3K +$7.99K +287 +12%
CIAS
25
Capital Investment Advisory Services
North Carolina
$34.8K +$3.84K +138 +13%

MOTI Hedge Fund Activity: Q4 2022 in Review

30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2022, worth a combined $15.7M — down 49% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MOTI positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Mengis Capital Management, opening a new position worth an estimated $289K. The largest seller was LPL Financial, cutting an estimated $15.6M.

  • 30 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2022, up from 28 in Q3 2022.
  • Funds reported $15.7M of VanEck Morningstar International Moat ETF stock for Q4 2022, down 49% quarter-over-quarter.
  • 4 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q4 2022 was Mengis Capital Management, an estimated $289K added.
  • The largest VanEck Morningstar International Moat ETF seller in Q4 2022 was LPL Financial, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2022.