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VanEck Morningstar International Moat ETF

51 hedge funds and large institutions have $143M invested in VanEck Morningstar International Moat ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more capital invested

Capital invested by funds: $15.7M → $143M (+$127M)

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

70% more funds holding

Funds holding: 3051 (+21)

39.18% more ownership

Funds ownership: 28.54%67.72% (+39%)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

Holders
51
Holders Change
+21
Holders Change %
+70%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$26.9M +$26.5M +840,919 New
RJA
2
Raymond James & Associates
Florida
$25.2M +$24.8M +787,215 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.9M +$20.5M +652,974 New
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$10M +$9.89M +314,273 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.39M +$7.06M +224,423 +3,251%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.37M +$7.25M +230,500 New
LPL Financial
7
LPL Financial
California
$6.73M +$5.69M +180,855 +612%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.33M +$6.23M +197,846 +197,846%
Morgan Stanley
9
Morgan Stanley
New York
$4.46M +$2.57M +81,812 +142%
SPIA
10
Steward Partners Investment Advisory
New York
$3.07M +$2.46M +78,142 +440%
JFA
11
JNBA Financial Advisors
Minnesota
$2.65M +$122K +3,872 +5%
TB
12
Treynor Bancshares
Iowa
$2.44M -$29K -920 -1%
Truist Financial
13
Truist Financial
North Carolina
$2.31M +$2.28M +72,401 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.84M +$980K +31,144 +119%
Stifel Financial
15
Stifel Financial
Missouri
$1.74M +$1.71M +54,288 New
KSWA
16
Kathleen S. Wright Associates
Pennsylvania
$1.63M +$283 +9 +0%
PS
17
Planned Solutions
California
$1.11M +$837K +26,606 +332%
SFA
18
Source Financial Advisors
New York
$947K +$932K +29,624 New
GM
19
GeoWealth Management
Illinois
$947K +$932K +29,624 New
JP Morgan Chase
20
JP Morgan Chase
New York
$868K +$855K +27,165 New
LWM
21
Lionsbridge Wealth Management
Florida
$789K +$777K +24,686 New
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$758K +$746K +23,718 New
MW
23
Marcum Wealth
Ohio
$557K +$548K +17,424 New
CBFP
24
Cedar Brook Financial Partners
Ohio
$514K -$4.97K -158 -1%
WS
25
Wedbush Securities
California
$499K +$491K +15,616 New

MOTI Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q1 2023, worth a combined $143M — up 810% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MOTI positions and 3 closed out — a net gain of 21 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $26.5M. The largest seller was Jane Street, exiting entirely with an estimated $1.51M sold.

  • 51 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q1 2023, up from 30 in Q4 2022.
  • Funds reported $143M of VanEck Morningstar International Moat ETF stock for Q1 2023, up 810% quarter-over-quarter.
  • 24 funds opened new VanEck Morningstar International Moat ETF positions in Q1 2023 and 3 closed out, a net change of +21 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q1 2023 was RiverFront Investment Group, an estimated $26.5M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q1 2023 was Jane Street, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2023.