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VanEck Mortgage REIT Income ETF
MORT

57 hedge funds and large institutions have $50.3M invested in VanEck Mortgage REIT Income ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $41.4M → $50.3M (+$8.84M)

10% more funds holding

Funds holding: 52 → 57 (+5)

3.15% more ownership

Funds ownership: 21.06% → 24.21% (+3.1%)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$7.18M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$814K
3
Bank of America
Bank of America
North Carolina
+$773K
4
AFP
Ausdal Financial Partners
Iowa
+$542K
5
UBS Group
UBS Group
Switzerland
+$376K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.04M
2
HT
HAP Trading
New York
-$1.1M
3
TRCT
Tower Research Capital (TRC)
New York
-$881K
4
Morgan Stanley
Morgan Stanley
New York
-$359K
5
ACM
Arlington Capital Management
Illinois
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$339K +$54.3K +2,300 +19%
SIC
27
Samalin Investment Counsel
New York
$314K +$310K +13,127 New
AAS
28
Avantax Advisory Services
Texas
$309K +$307K +13,000 New
IMC Chicago
29
IMC Chicago
Illinois
$297K +$37.4K +1,583 +15%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$290K -$102K -4,319 -26%
CW
31
CreativeOne Wealth
Kansas
$288K +$284K +12,017 New
TRCT
32
Tower Research Capital (TRC)
New York
$254K -$881K -37,316 -78%
Goldman Sachs
33
Goldman Sachs
New York
$215K – – –
PFM
34
Peak Financial Management
Massachusetts
$207K -$20.3K -860 -9%
AP
35
Advisors Preferred
Maryland
$207K +$204K +8,633 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$205K -$2.04M -86,583 -91%
SCA
37
Stonebridge Capital Advisors
Minnesota
$200K +$197K +8,357 New
NFG
38
Next Financial Group
Texas
$93K +$3K +127 +3%
SF
39
Synovus Financial
Georgia
$88K -$113K -4,794 -56%
AWA
40
Arkadios Wealth Advisors
Georgia
$80.6K +$74.3K +3,150 New
VCP
41
Verus Capital Partners
Arizona
$60K +$59K +2,500 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$50K -$15.2K -645 -24%
AIM
43
Anchor Investment Management
South Carolina
$47.6K +$2.62K +111 +6%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$18K -761 -42%
LFG
45
LifePlan Financial Group
Ohio
$25K – – –
AWMS
46
Advocacy Wealth Management Services
Georgia
$24K – – –
Wells Fargo
47
Wells Fargo
California
$19K +$17.9K +760 +2,452%
LIA
48
LS Investment Advisors
Michigan
$17K – – –
CFGS
49
Concourse Financial Group Securities
Alabama
$15K +$14.7K +625 New
HWM
50
Howard Wealth Management
Connecticut
$14K +$14.2K +600 New
1
2
3

MORT Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2019, worth a combined $50.3M — up 21% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MORT positions and 4 closed out — a net gain of 6 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.18M. The largest seller was Royal Bank of Canada, cutting an estimated $2.04M.

  • 57 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2019, up from 52 in Q3 2019.
  • Funds reported $50.3M of VanEck Mortgage REIT Income ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2019 was Gradient Investments, an estimated $7.18M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2019.