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VanEck Morningstar International Moat ETF

52 hedge funds and large institutions have $197M invested in VanEck Morningstar International Moat ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $180M → $197M (+$16.7M)

0.51% more ownership

Funds ownership: 81.38%81.89% (+0.51%)

20% less funds holding

Funds holding: 6552 (-13)

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

81% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 16

Holders
52
Holders Change
-13
Holders Change %
-20%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$56.1M -$5.4M -166,856 -9%
RIG
2
RiverFront Investment Group
Virginia
$47.3M +$3.91M +120,815 +10%
RJA
3
Raymond James & Associates
Florida
$28.2M -$265K -8,168 -1%
SFBLI
4
Southern Farm Bureau Life Insurance
Mississippi
$11M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.5M -$826K -25,510 -8%
LPL Financial
6
LPL Financial
California
$9.71M +$6.21M +191,675 +225%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.27M -$162K -5,003 -2%
Morgan Stanley
8
Morgan Stanley
New York
$3.28M -$193K -5,959 -6%
Stifel Financial
9
Stifel Financial
Missouri
$1.89M +$15.7K +486 +0.9%
FFA
10
First Foundation Advisors
California
$1.77M -$52.8K -1,630 -3%
Truist Financial
11
Truist Financial
North Carolina
$1.49M -$180K -5,547 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.43M +$216K +6,684 +20%
FC
13
FCA Corp
Texas
$1.41M +$83.1K +2,565 +7%
JFA
14
JNBA Financial Advisors
Minnesota
$1.4M -$1.16M -35,818 -47%
KSWA
15
Kathleen S. Wright Associates
Pennsylvania
$1.22M -$192K -5,930 -15%
SPIA
16
Steward Partners Investment Advisory
New York
$933K -$310K -9,558 -26%
MCM
17
Mengis Capital Management
Oregon
$796K +$76.3K +2,355 +12%
PS
18
Planned Solutions
California
$788K -$499K -15,399 -41%
LWM
19
Lionsbridge Wealth Management
Florida
$756K -$8.81K -272 -1%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$693K -$31.9K -984 -5%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$692K -$23.3K -720 -4%
SEIA
22
Signature Estate & Investment Advisors
California
$650K -$3.01K -93 -0.5%
BWM
23
BCS Wealth Management
Tennessee
$627K +$1.46K +45 +0.3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$586K +$155K +4,790 +40%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$556K -$10.5K -324 -2%

MOTI Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar International Moat ETF (MOTI) for Q3 2024, worth a combined $197M — up 9.3% from $180M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MOTI and 3 opened new positions — a net loss of 13 holders — while 26 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $6.21M. The largest seller was Envestnet Asset Management, cutting an estimated $5.4M.

  • 52 institutional investors held VanEck Morningstar International Moat ETF (MOTI) as of Q3 2024, down from 65 in Q2 2024.
  • Funds reported $197M of VanEck Morningstar International Moat ETF stock for Q3 2024, up 9.3% quarter-over-quarter.
  • 3 funds opened new VanEck Morningstar International Moat ETF positions in Q3 2024 and 16 closed out, a net change of -13 holders.
  • The largest VanEck Morningstar International Moat ETF buyer in Q3 2024 was LPL Financial, an estimated $6.21M added.
  • The largest VanEck Morningstar International Moat ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q3 2024.