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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

52 hedge funds and large institutions have $31.4M invested in VanEck Mortgage REIT Income ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
14
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.7M
2
Jane Street
2
Jane Street
New York
$1.41M
3
Bank of America
3
Bank of America
North Carolina
$3.22M
4
GI
4
Gradient Investments
Minnesota
$4.56M
5
UBS Group
5
UBS Group
Switzerland
$1.93M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
PAG
2
Private Advisory Group
Washington
$0
3
AI
3
Atria Investments
North Carolina
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
26
Ahrens Investment Partners
Louisiana
$207K +$207K +8,935 New
SCM
27
Symons Capital Management
Pennsylvania
$204K +$204K +8,789 New
AAS
28
Avantax Advisory Services
Texas
$200K +$200K +8,645 New
SF
29
Synovus Financial
Georgia
$196K +$231 +10 +0.1%
SFG
30
SevenBridge Financial Group
Pennsylvania
$136K +$136K +5,885 New
NFG
31
Next Financial Group
Texas
$86K +$86K +3,728 New
CIAS
32
Capital Investment Advisory Services
North Carolina
$63K – – –
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$91 +4 +0.2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$48K +$1.71K +74 +4%
CWA
35
Clarus Wealth Advisors
Arizona
$44K -$24.9K -1,068 -36%
AIM
36
Anchor Investment Management
South Carolina
$43.5K – – –
LFG
37
LifePlan Financial Group
Ohio
$24K – – –
AWMS
38
Advocacy Wealth Management Services
Georgia
$23K – – –
LIA
39
LS Investment Advisors
Michigan
$16K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$14K – – –
AIM
41
Advantage Investment Management
Iowa
$6K – – –
APA
42
American Portfolios Advisors
New York
$5.17K -$2.9K -125 -36%
JCM
43
Jacobi Capital Management
Pennsylvania
$5K – – –
AAM
44
Advisors Asset Management
Colorado
$5K – – –
GFPC
45
Global Financial Private Capital
Florida
$4K +$4K +163 New
PCG
46
Private Capital Group
Connecticut
$3K +$3K +108 New
RFM
47
Royal Fund Management
Florida
$2K – – –
IRC
48
Investors Research Corp
Georgia
$2K +$2K +71 New
Wells Fargo
49
Wells Fargo
California
$1K -$16.1K -500 -94%
DCM
50
Driehaus Capital Management
Illinois
– -$1.1M -46,800 Closed
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2
3