MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

51 hedge funds and large institutions have $26.2M invested in VanEck Mortgage REIT Income ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
16
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$1.1M
2
ACM
Aviance Capital Management
Florida
$1.07M
3
Bank of America
Bank of America
North Carolina
$2.12M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$566K
5
LPL Financial
LPL Financial
California
$3.37M

Top Sellers

1
PFM
Peak Financial Management
Massachusetts
$260K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Jane Street
Jane Street
New York
$0
4
GI
Gradient Investments
Minnesota
$3.8M
5
AIP
Ahrens Investment Partners
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Clarus Wealth Advisors
Arizona
$70K +$403 +17 +0.6%
CIAS
27
Capital Investment Advisory Services
North Carolina
$64K – – –
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$58K – – –
IA
29
IFP Advisors
Florida
$51K +$34.6K +1,460 +211%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$47K -$52.1K -2,220 -53%
AIM
31
Anchor Investment Management
South Carolina
$44.2K – – –
SFA
32
Semmax Financial Advisors
North Carolina
$31K +$14.9K +638 +93%
LFG
33
LifePlan Financial Group
Ohio
$25K – – –
AWMS
34
Advocacy Wealth Management Services
Georgia
$23K -$57.5K -2,500 -71%
OWD
35
Osborn Williams & Donohoe
Ohio
$22K +$22K +950 New
DWM
36
Destination Wealth Management
California
$18K +$18K +749 New
CA
37
Cetera Advisors
Colorado
$18K +$18K +760 New
LIA
38
LS Investment Advisors
Michigan
$16K – – –
CFGS
39
Concourse Financial Group Securities
Alabama
$14K – – –
CAL
40
Capital Analysts LLC
Pennsylvania
$13K – – –
Wells Fargo
41
Wells Fargo
California
$12K +$12K +531 New
BHWM
42
Bay Harbor Wealth Management
Maryland
$10K +$10K +415 New
APA
43
American Portfolios Advisors
New York
$8.2K +$5.26K +223 +178%
AIM
44
Advantage Investment Management
Iowa
$6K – – –
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$6K +$4.73K +198 +374%
AAM
46
Advisors Asset Management
Colorado
$5K – – –
JCM
47
Jacobi Capital Management
Pennsylvania
$5K – – –
APC
48
Aspire Private Capital
North Carolina
$2K -$4.36K -194 -69%
RFM
49
Royal Fund Management
Florida
$2K – – –
Citadel Advisors
50
Citadel Advisors
Florida
– -$809K -37,976 Closed
1
2
3