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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

45 hedge funds and large institutions have $25.5M invested in VanEck Mortgage REIT Income ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Arlington Capital Management
Illinois
+$1.46M
2
AWCI
Alpine Woods Capital Investors
New York
+$895K
3
UBS Group
UBS Group
Switzerland
+$593K
4
PAG
Private Advisory Group
Washington
+$438K
5
LPL Financial
LPL Financial
California
+$356K

Top Sellers

1
PFM
Peak Financial Management
Massachusetts
-$2.14M
2
Bank of America
Bank of America
North Carolina
-$1.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$598K
4
Goldman Sachs
Goldman Sachs
New York
-$374K
5
GI
Gradient Investments
Minnesota
-$149K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$53K +$5.2K +242 +11%
AIM
27
Anchor Investment Management
South Carolina
$40K – – –
LFG
28
LifePlan Financial Group
Ohio
$22K – – –
NFG
29
Next Financial Group
Texas
$22K +$22K +1,023 New
IA
30
IFP Advisors
Florida
$15K -$65.7K -3,035 -81%
LIA
31
LS Investment Advisors
Michigan
$15K – – –
SFA
32
Semmax Financial Advisors
North Carolina
$15K +$15K +686 New
CFGS
33
Concourse Financial Group Securities
Alabama
$13K +$13K +625 New
CAL
34
Capital Analysts LLC
Pennsylvania
$12K – – –
AIM
35
Advantage Investment Management
Iowa
$6K – – –
APC
36
Aspire Private Capital
North Carolina
$6K +$6K +283 New
AAM
37
Advisors Asset Management
Colorado
$5K -$15.5K -718 -76%
JCM
38
Jacobi Capital Management
Pennsylvania
$5K – – –
APA
39
American Portfolios Advisors
New York
$2.66K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.05K -43 -34%
PCG
41
Private Capital Group
Connecticut
$2K – – –
RFM
42
Royal Fund Management
Florida
$2K – – –
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$1K +$1K +53 New
LPWM
44
Lake Point Wealth Management
Texas
$1K +$1K +53 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$598K -24,923 Closed
Goldman Sachs
46
Goldman Sachs
New York
– -$374K -15,585 Closed
SWP
47
Stratos Wealth Partners
Ohio
– -$30K -1,230 Closed
APP
48
Avantax Planning Partners
Iowa
– -$22K -912 Closed
William Blair & Company
49
William Blair & Company
Illinois
– -$8K -350 Closed
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