VanEck Mortgage REIT Income ETF
MORT
40 hedge funds and large institutions have $27M invested in VanEck Mortgage REIT Income ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 9 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1.13% less ownership
Funds ownership: 21.34% → 20.21% (-1.1%)
13% less capital invested
Capital invested by funds: $31.1M → $27M (-$4.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$579K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$288K |
| 3 |
NWP
Northstar Wealth Partners
West Hartford,
Connecticut
|
+$221K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$220K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$1.18M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$801K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$443K |
| 4 |
Jane Street
New York
|
-$433K |
| 5 |
Morgan Stanley
New York
|
-$383K |
MORT Hedge Fund Activity: Q1 2018 in Review
40 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2018, worth a combined $27M — down 13% from $31.1M a quarter earlier.
Fund positioning in MORT was balanced in Q1 2018: 9 funds opened new positions, 9 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $579K. The largest seller was Peak Financial Management, cutting an estimated $1.18M.
- 40 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $27M of VanEck Mortgage REIT Income ETF stock for Q1 2018, down 13% quarter-over-quarter.
- 9 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2018 and 9 closed out, a net change of 0 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $579K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2018 was Peak Financial Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2018.