We are live on ! Find out more
MOTI icon

VanEck Morningstar International Moat ETF

59 hedge funds and large institutions have $191M invested in VanEck Morningstar International Moat ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5759 (+2)

4% more capital invested

Capital invested by funds: $184M → $191M (+$7.42M)

0.89% more ownership

Funds ownership: 79.31%80.19% (+0.89%)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$51M -$3.15M -104,854 -6%
RIG
2
RiverFront Investment Group
Virginia
$31.3M +$737K +24,554 +3%
RJA
3
Raymond James & Associates
Florida
$23.8M -$1.17M -39,144 -5%
Morgan Stanley
4
Morgan Stanley
New York
$15.4M +$8.47M +282,220 +134%
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$9.79M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.38M +$389K +12,970 +4%
LPL Financial
7
LPL Financial
California
$8.66M +$168K +5,605 +2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$6.9M +$87.7K +2,922 +1%
OMC
9
Old Mission Capital
Illinois
$3.67M +$698K +23,281 +25%
FTUS
10
Flow Traders U.S.
New York
$3.61M +$3.47M +115,791 New
JFA
11
JNBA Financial Advisors
Minnesota
$2.84M -$197K -6,574 -7%
TB
12
Treynor Bancshares
Iowa
$2.57M +$79K +2,632 +3%
Truist Financial
13
Truist Financial
North Carolina
$2.03M -$362K -12,050 -16%
Stifel Financial
14
Stifel Financial
Missouri
$1.78M +$311K +10,355 +22%
FFA
15
First Foundation Advisors
California
$1.77M +$237K +7,890 +16%
KSWA
16
Kathleen S. Wright Associates
Pennsylvania
$1.41M +$72.3K +2,411 +6%
PS
17
Planned Solutions
California
$1.19M -$82.4K -2,745 -7%
FC
18
FCA Corp
Texas
$1.05M +$1.02M +33,866 New
JP Morgan Chase
19
JP Morgan Chase
New York
$1.03M +$155K +5,174 +19%
SPIA
20
Steward Partners Investment Advisory
New York
$1,000K -$1.26M -41,953 -57%
Jane Street
21
Jane Street
New York
$965K -$2.3M -76,722 -71%
GM
22
GeoWealth Management
Illinois
$909K -$19.3K -643 -2%
SFA
23
Source Financial Advisors
New York
$909K -$19.3K -643 -2%
LWM
24
Lionsbridge Wealth Management
Florida
$774K +$14.2K +472 +2%
SIAP
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$732K +$485K +16,150 +220%

MOTI Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q4 2023, worth a combined $191M — up 4% from $184M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MOTI positions and 4 closed out — a net gain of 2 holders — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.47M. The largest seller was Osaic Holdings, cutting an estimated $5.9M.

  • 59 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $191M of VanEck Morningstar International Moat ETF stock for Q4 2023, up 4% quarter-over-quarter.
  • 6 funds opened new VanEck Morningstar International Moat ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q4 2023 was Morgan Stanley, an estimated $8.47M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q4 2023 was Osaic Holdings, an estimated $5.9M sold.

Based on aggregated 13F filings for Q4 2023.