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VanEck Morningstar International Moat ETF

65 hedge funds and large institutions have $180M invested in VanEck Morningstar International Moat ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

7% more funds holding

Funds holding: 6165 (+4)

1.83% more ownership

Funds ownership: 79.55%81.38% (+1.8%)

3% more capital invested

Capital invested by funds: $175M → $180M (+$5.42M)

37% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 27

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
27
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
$55.4M +$1.31M +41,061 +2%
RIG
2
RiverFront Investment Group
Virginia
$38.6M +$3.33M +104,558 +9%
RJA
3
Raymond James & Associates
Florida
$25.4M +$865K +27,141 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.2M -$240K -7,514 -2%
SFBLI
5
Southern Farm Bureau Life Insurance
Mississippi
$9.9M
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.66M -$403K -12,633 -6%
Morgan Stanley
7
Morgan Stanley
New York
$3.12M -$260K -8,148 -8%
FTUS
8
Flow Traders U.S.
New York
$2.83M +$2.36M +73,911 +456%
LPL Financial
9
LPL Financial
California
$2.68M +$17.3K +542 +0.6%
JFA
10
JNBA Financial Advisors
Minnesota
$2.37M -$111K -3,477 -4%
Stifel Financial
11
Stifel Financial
Missouri
$1.67M -$94.3K -2,958 -5%
FFA
12
First Foundation Advisors
California
$1.63M -$168K -5,255 -9%
Truist Financial
13
Truist Financial
North Carolina
$1.51M +$13.6K +427 +0.9%
KSWA
14
Kathleen S. Wright Associates
Pennsylvania
$1.28M -$86.3K -2,707 -6%
PS
15
Planned Solutions
California
$1.19M -$7.94K -249 -0.7%
FC
16
FCA Corp
Texas
$1.18M +$78.9K +2,474 +7%
SPIA
17
Steward Partners Investment Advisory
New York
$1.13M +$64.7K +2,030 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.07M +$210K +6,602 +24%
LWM
19
Lionsbridge Wealth Management
Florida
$685K +$697K +21,850 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$664K +$662K +20,772 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$641K -$241K -7,546 -27%
MCM
22
Mengis Capital Management
Oregon
$638K +$239K +7,486 +58%
OMC
23
Old Mission Capital
Illinois
$624K -$1.85M -57,998 -74%
TB
24
Treynor Bancshares
Iowa
$607K -$1.4M -43,860 -69%
SEIA
25
Signature Estate & Investment Advisors
California
$585K +$595K +18,649 New

MOTI Hedge Fund Activity: Q2 2024 in Review

65 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q2 2024, worth a combined $180M — up 3.1% from $175M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MOTI positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 27 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $3.33M. The largest seller was Old Mission Capital, cutting an estimated $1.85M.

  • 65 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q2 2024, up from 61 in Q1 2024.
  • Funds reported $180M of VanEck Morningstar International Moat ETF stock for Q2 2024, up 3.1% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar International Moat ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q2 2024 was RiverFront Investment Group, an estimated $3.33M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q2 2024 was Old Mission Capital, an estimated $1.85M sold.

Based on aggregated 13F filings for Q2 2024.