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VanEck Mortgage REIT Income ETF
MORT

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

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

13% more funds holding

Funds holding: 45 → 51 (+6)

3% more capital invested

Capital invested by funds: $25.5M → $26.2M (+$718K)

3.38% less ownership

Funds ownership: 18.99% → 15.61% (-3.4%)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.1%
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

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$1.08M
2
ACM
Aviance Capital Management
Florida
+$915K
3
Bank of America
Bank of America
North Carolina
+$853K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$553K
5
LPL Financial
LPL Financial
California
+$502K

Top Sellers

Rank Fund Capital Flow
1
PFM
Peak Financial Management
Massachusetts
-$5.91M
2
Citadel Advisors
Citadel Advisors
Florida
-$809K
3
Jane Street
Jane Street
New York
-$734K
4
GI
Gradient Investments
Minnesota
-$536K
5
AIP
Ahrens Investment Partners
Louisiana
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
26
Clarus Wealth Advisors
Arizona
$70K +$391 +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 +$33.6K +1,460 +211%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$47K -$51.1K -2,220 -53%
AIM
31
Anchor Investment Management
South Carolina
$44.2K – – –
SFA
32
Semmax Financial Advisors
North Carolina
$31K +$14.7K +638 +93%
LFG
33
LifePlan Financial Group
Ohio
$25K – – –
AWMS
34
Advocacy Wealth Management Services
Georgia
$23K -$57.6K -2,500 -71%
OWD
35
Osborn Williams & Donohoe
Ohio
$22K +$21.9K +950 New
DWM
36
Destination Wealth Management
California
$18K +$17.2K +749 New
CA
37
Cetera Advisors
Colorado
$18K +$17.5K +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 +$12.2K +531 New
BHWM
42
Bay Harbor Wealth Management
Maryland
$10K +$9.55K +415 New
APA
43
American Portfolios Advisors
New York
$8.2K +$5.13K +223 +178%
AIM
44
Advantage Investment Management
Iowa
$6K – – –
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$6K +$4.56K +198 +374%
AAM
46
Advisors Asset Management
Colorado
$5K – – –
JCM
47
Jacobi Capital Management
Pennsylvania
$5K – – –
APC
48
Aspire Private Capital
North Carolina
$2K -$4.47K -194 -69%
RFM
49
Royal Fund Management
Florida
$2K – – –
Citadel Advisors
50
Citadel Advisors
Florida
– -$809K -37,976 Closed
1
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MORT Hedge Fund Activity: Q1 2019 in Review

51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2019, worth a combined $26.2M — up 2.8% from $25.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MORT positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $1.08M. The largest seller was Peak Financial Management, cutting an estimated $5.91M.

  • 51 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2019, up from 45 in Q4 2018.
  • Funds reported $26.2M of VanEck Mortgage REIT Income ETF stock for Q1 2019, up 2.8% quarter-over-quarter.
  • 12 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2019 and 6 closed out, a net change of +6 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2019 was Driehaus Capital Management, an estimated $1.08M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2019 was Peak Financial Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q1 2019.