VanEck Mortgage REIT Income ETF
MORT
27 hedge funds and large institutions have $21.8M invested in VanEck Mortgage REIT Income ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $16.5M → $21.8M (+$5.29M)
17% more funds holding
Funds holding: 23 → 27 (+4)
6.64% more ownership
Funds ownership: 14.99% → 21.64% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.98M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.96M |
| 3 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
+$1.17M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.01M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.26M |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
-$1.07M |
| 3 |
LS
Lattice Strategies
Wayne,
Pennsylvania
|
-$889K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$76.7K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $8K | -$7.93K | -336 | -52% |
|
|
NES
27
New England Securities
New York
| $5K | -$2.71K | -115 | -34% |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$5.26M | -210,293 | Closed |
|
|
B
29
Baird
Milwaukee,
Wisconsin
| – | -$1.07M | -42,973 | Closed |
|
|
LS
30
Lattice Strategies
Wayne,
Pennsylvania
| – | -$889K | -35,590 | Closed |
|
|
RIA
31
Regal Investment Advisors
Kentwood,
Michigan
| – | -$41K | -1,644 | Closed |
|
MORT Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2013, worth a combined $21.8M — up 32% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MORT positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.98M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.26M sold.
- 27 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2013, up from 23 in Q2 2013.
- Funds reported $21.8M of VanEck Mortgage REIT Income ETF stock for Q3 2013, up 32% quarter-over-quarter.
- 8 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2013 and 4 closed out, a net change of +4 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2013 was Morgan Stanley, an estimated $4.98M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2013 was Susquehanna International Group, an estimated $5.26M sold.
Based on aggregated 13F filings for Q3 2013.