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VanEck Mortgage REIT Income ETF
MORT

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

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

20% more capital invested

Capital invested by funds: $26.2M → $31.4M (+$5.12M)

2% more funds holding

Funds holding: 51 → 52 (+1)

1.52% more ownership

Funds ownership: 15.61% → 17.13% (+1.5%)

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

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.69M
2
Jane Street
Jane Street
New York
+$1.41M
3
Bank of America
Bank of America
North Carolina
+$1.14M
4
GI
Gradient Investments
Minnesota
+$823K
5
UBS Group
UBS Group
Switzerland
+$527K

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$1.1M
2
PAG
Private Advisory Group
Washington
-$438K
3
AI
Atria Investments
North Carolina
-$345K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$344K
5
Morgan Stanley
Morgan Stanley
New York
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$207K +$207K +8,935 New
SCM
27
Symons Capital Management
Pennsylvania
$204K +$203K +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 +$86.2K +3,728 New
CIAS
32
Capital Investment Advisory Services
North Carolina
$63K – – –
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$92 +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 -$24.7K -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 -$2.89K -125 -36%
AAM
43
Advisors Asset Management
Colorado
$5K – – –
JCM
44
Jacobi Capital Management
Pennsylvania
$5K – – –
GFPC
45
Global Financial Private Capital
Florida
$4K +$3.77K +163 New
PCG
46
Private Capital Group
Connecticut
$3K +$2.5K +108 New
RFM
47
Royal Fund Management
Florida
$2K – – –
IRC
48
Investors Research Corp
Georgia
$2K +$1.64K +71 New
Wells Fargo
49
Wells Fargo
California
$1K -$11.6K -500 -94%
DCM
50
Driehaus Capital Management
Illinois
– -$1.1M -46,800 Closed
1
2
3

MORT Hedge Fund Activity: Q2 2019 in Review

52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2019, worth a combined $31.4M — up 20% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MORT positions and 11 closed out — a net gain of 3 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $1.69M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $1.1M sold.

  • 52 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2019, up from 51 in Q1 2019.
  • Funds reported $31.4M of VanEck Mortgage REIT Income ETF stock for Q2 2019, up 20% quarter-over-quarter.
  • 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2019 and 11 closed out, a net change of +3 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q2 2019 was AllianceBernstein, an estimated $1.69M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q2 2019 was Driehaus Capital Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2019.