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VanEck Morningstar International Moat ETF

61 hedge funds and large institutions have $175M invested in VanEck Morningstar International Moat ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

3% more funds holding

Funds holding: 5961 (+2)

0.64% less ownership

Funds ownership: 80.19%79.55% (-0.64%)

9% less capital invested

Capital invested by funds: $191M → $175M (-$16.5M)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$53.7M +$2.68M +88,461 +5%
RIG
2
RiverFront Investment Group
Virginia
$35M +$3.65M +120,236 +12%
RJA
3
Raymond James & Associates
Florida
$24.4M +$657K +21,639 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.3M +$942K +31,051 +10%
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$9.78M
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7M +$100K +3,298 +1%
Morgan Stanley
7
Morgan Stanley
New York
$3.35M -$11.7M -385,631 -78%
LPL Financial
8
LPL Financial
California
$2.64M -$5.87M -193,343 -70%
JFA
9
JNBA Financial Advisors
Minnesota
$2.46M -$369K -12,169 -13%
OMC
10
Old Mission Capital
Illinois
$2.42M -$1.21M -39,810 -34%
TB
11
Treynor Bancshares
Iowa
$1.97M -$582K -19,188 -23%
FFA
12
First Foundation Advisors
California
$1.79M +$15.2K +502 +0.9%
Stifel Financial
13
Stifel Financial
Missouri
$1.75M -$20.4K -671 -1%
Truist Financial
14
Truist Financial
North Carolina
$1.48M -$531K -17,492 -27%
KSWA
15
Kathleen S. Wright Associates
Pennsylvania
$1.35M -$54.7K -1,803 -4%
PS
16
Planned Solutions
California
$1.19M +$667 +22 +0.1%
SIAP
17
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M +$425K +14,000 +60%
FC
18
FCA Corp
Texas
$1.09M +$37.6K +1,239 +4%
SPIA
19
Steward Partners Investment Advisory
New York
$1.06M +$62.6K +2,062 +6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$871K +$850K +28,002 New
JP Morgan Chase
21
JP Morgan Chase
New York
$859K -$166K -5,474 -17%
Jane Street
22
Jane Street
New York
$623K -$333K -10,990 -35%
CBFP
23
Cedar Brook Financial Partners
Ohio
$580K -$8.37K -276 -1%
BWM
24
BCS Wealth Management
Tennessee
$535K +$4.25K +140 +0.8%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$532K +$518K +17,088 New

MOTI Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q1 2024, worth a combined $175M — down 8.6% from $191M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MOTI positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $3.65M. The largest seller was Morgan Stanley, cutting an estimated $11.7M.

  • 61 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q1 2024, up from 59 in Q4 2023.
  • Funds reported $175M of VanEck Morningstar International Moat ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
  • 7 funds opened new VanEck Morningstar International Moat ETF positions in Q1 2024 and 5 closed out, a net change of +2 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q1 2024 was RiverFront Investment Group, an estimated $3.65M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q1 2024 was Morgan Stanley, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2024.