VanEck Mortgage REIT Income ETF
MORT
27 hedge funds and large institutions have $26.8M invested in VanEck Mortgage REIT Income ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
25% more capital invested
Capital invested by funds: $21.4M → $26.8M (+$5.33M)
17% more funds holding
Funds holding: 23 → 27 (+4)
1.26% more ownership
Funds ownership: 21.12% → 22.38% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$894K |
| 2 |
Morgan Stanley
New York
|
+$807K |
| 3 |
Jane Street
New York
|
+$538K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$512K |
| 5 |
LPL Financial
San Diego,
California
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$214K |
| 2 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
-$39K |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$18.1K |
| 4 |
AIG
American International Group
New York
|
-$7.94K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$4.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $8.91K | – | – | – |
|
|
BRWA
27
B. Riley Wealth Advisors
Boca Raton,
Florida
| $5.09K | +$4.92K | +200 | New |
|
|
28
Creative Planning
Overland Park,
Kansas
| – | -$214K | -8,749 | Closed |
|
|
SCG
29
Strategic Capital Group
Gig Harbor,
Washington
| – | -$39K | -1,592 | Closed |
|
MORT Hedge Fund Activity: Q2 2014 in Review
27 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2014, worth a combined $26.8M — up 25% from $21.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MORT positions and 2 closed out — a net gain of 6 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $894K. The largest seller was Creative Planning, exiting entirely with an estimated $214K sold.
- 27 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2014, up from 23 in Q1 2014.
- Funds reported $26.8M of VanEck Mortgage REIT Income ETF stock for Q2 2014, up 25% quarter-over-quarter.
- 8 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2014 and 2 closed out, a net change of +6 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2014 was Susquehanna International Group, an estimated $894K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2014 was Creative Planning, an estimated $214K sold.
Based on aggregated 13F filings for Q2 2014.