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VanEck Morningstar International Moat ETF

56 hedge funds and large institutions have $155M invested in VanEck Morningstar International Moat ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

10% more funds holding

Funds holding: 5156 (+5)

8% more capital invested

Capital invested by funds: $143M → $155M (+$11.9M)

2.71% less ownership

Funds ownership: 67.72%65.01% (-2.7%)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$30.1M +$3.42M +107,911 +13%
RJA
2
Raymond James & Associates
Florida
$25.1M +$157K +4,969 +0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.8M +$55.6K +1,756 +0.3%
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$9.24M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.64M +$297K +9,375 +4%
LPL Financial
6
LPL Financial
California
$7.47M +$796K +25,133 +12%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.17M -$143K -4,515 -2%
OMC
8
Old Mission Capital
Illinois
$6.31M +$6.29M +198,768 New
Osaic Holdings
9
Osaic Holdings
Arizona
$6.24M -$45.4K -1,435 -0.7%
Morgan Stanley
10
Morgan Stanley
New York
$5.81M +$1.38M +43,588 +31%
SPIA
11
Steward Partners Investment Advisory
New York
$3.47M +$421K +13,303 +14%
JFA
12
JNBA Financial Advisors
Minnesota
$3.26M +$626K +19,787 +24%
Truist Financial
13
Truist Financial
North Carolina
$2.32M +$18.8K +595 +0.8%
TB
14
Treynor Bancshares
Iowa
$2.25M +$49.7K +1,570 +2%
Stifel Financial
15
Stifel Financial
Missouri
$1.45M -$272K -8,598 -16%
KSWA
16
Kathleen S. Wright Associates
Pennsylvania
$1.43M -$188K -5,942 -12%
PS
17
Planned Solutions
California
$1.18M +$83.9K +2,651 +8%
JP Morgan Chase
18
JP Morgan Chase
New York
$962K +$99.7K +3,148 +12%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$949K +$947K +29,903 New
SFA
20
Source Financial Advisors
New York
$926K -$13.7K -432 -1%
GM
21
GeoWealth Management
Illinois
$926K -$13.7K -432 -1%
LWM
22
Lionsbridge Wealth Management
Florida
$769K -$14.6K -460 -2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$753K +$752K +23,747 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$735K -$17.1K -541 -2%
FFA
25
First Foundation Advisors
California
$554K +$553K +17,461 New

MOTI Hedge Fund Activity: Q2 2023 in Review

56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q2 2023, worth a combined $155M — up 8.3% from $143M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MOTI positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $6.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.84M sold.

  • 56 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $155M of VanEck Morningstar International Moat ETF stock for Q2 2023, up 8.3% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar International Moat ETF positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q2 2023 was Old Mission Capital, an estimated $6.29M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2023.