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VanEck Morningstar International Moat ETF

57 hedge funds and large institutions have $184M invested in VanEck Morningstar International Moat ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $155M → $184M (+$28.8M)

14.3% more ownership

Funds ownership: 65.01%79.31% (+14%)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 5657 (+1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$52M +$34.3M +1,087,612 +166%
RIG
2
RiverFront Investment Group
Virginia
$29.2M +$996K +31,553 +3%
RJA
3
Raymond James & Associates
Florida
$23.9M +$311K +9,854 +1%
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$9.38M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.6M +$1.5M +47,662 +20%
LPL Financial
6
LPL Financial
California
$8.13M +$1.17M +37,009 +16%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.53M -$228K -7,228 -3%
Morgan Stanley
8
Morgan Stanley
New York
$6.3M +$880K +27,881 +15%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.11M +$256K +8,122 +4%
Jane Street
10
Jane Street
New York
$3.21M +$3.4M +107,718 New
JFA
11
JNBA Financial Advisors
Minnesota
$2.92M -$152K -4,822 -5%
OMC
12
Old Mission Capital
Illinois
$2.82M -$3.29M -104,326 -52%
TB
13
Treynor Bancshares
Iowa
$2.38M +$57.1K +1,809 +2%
Truist Financial
14
Truist Financial
North Carolina
$2.3M +$132K +4,186 +6%
SPIA
15
Steward Partners Investment Advisory
New York
$2.21M -$1.11M -35,172 -32%
FFA
16
First Foundation Advisors
California
$1.46M +$995K +31,532 +181%
Stifel Financial
17
Stifel Financial
Missouri
$1.39M +$31.6K +1,000 +2%
KSWA
18
Kathleen S. Wright Associates
Pennsylvania
$1.28M -$66.5K -2,108 -5%
PS
19
Planned Solutions
California
$1.22M +$114K +3,605 +10%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.21M +$1.04M +33,056 New
GM
21
GeoWealth Management
Illinois
$890K +$20.1K +637 +2%
SFA
22
Source Financial Advisors
New York
$890K +$20.1K +637 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$833K -$76K -2,409 -8%
LWM
24
Lionsbridge Wealth Management
Florida
$727K +$4.61K +146 +0.6%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$655K -$38.7K -1,225 -5%

MOTI Hedge Fund Activity: Q3 2023 in Review

57 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q3 2023, worth a combined $184M — up 19% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MOTI positions and 8 closed out — a net gain of 1 holder — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $34.3M. The largest seller was Old Mission Capital, cutting an estimated $3.29M.

  • 57 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q3 2023, up from 56 in Q2 2023.
  • Funds reported $184M of VanEck Morningstar International Moat ETF stock for Q3 2023, up 19% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar International Moat ETF positions in Q3 2023 and 8 closed out, a net change of +1 holder.
  • The largest VanEck Morningstar International Moat ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $34.3M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q3 2023 was Old Mission Capital, an estimated $3.29M sold.

Based on aggregated 13F filings for Q3 2023.