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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.13%
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

1
GI
1
Gradient Investments
Minnesota
$13M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.63M
3
Bank of America
3
Bank of America
North Carolina
$7.2M
4
AFP
4
Ausdal Financial Partners
Iowa
$1.15M
5
UBS Group
5
UBS Group
Switzerland
$2.51M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$205K
2
HT
2
HAP Trading
New York
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$254K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.2M
5
ACM
5
Arlington Capital Management
Illinois
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
26
Ahrens Investment Partners
Louisiana
$339K 14,135 +2,300 +19%
SIC
27
Samalin Investment Counsel
New York
$314K 13,127 +13,127 New
AAS
28
Avantax Advisory Services
Texas
$309K 13,000 +13,000 New
IMC Chicago
29
IMC Chicago
Illinois
$297K 12,367 +1,583 +15%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$290K 12,075 -4,319 -26%
CW
31
CreativeOne Wealth
Kansas
$288K 12,017 +12,017 New
TRCT
32
Tower Research Capital (TRC)
New York
$254K 10,577 -37,316 -78%
Goldman Sachs
33
Goldman Sachs
New York
$215K 8,947 – –
PFM
34
Peak Financial Management
Massachusetts
$207K 8,653 -860 -9%
AP
35
Advisors Preferred
Maryland
$207K 8,633 +8,633 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$205K 8,522 -86,583 -91%
SCA
37
Stonebridge Capital Advisors
Minnesota
$200K 8,357 +8,357 New
NFG
38
Next Financial Group
Texas
$93K 3,869 +127 +3%
SF
39
Synovus Financial
Georgia
$88K 3,695 -4,794 -56%
AWA
40
Arkadios Wealth Advisors
Georgia
$80.6K 3,150 +3,150 New
VCP
41
Verus Capital Partners
Arizona
$60K 2,500 +2,500 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$50K 2,073 -645 -24%
AIM
43
Anchor Investment Management
South Carolina
$47.6K 1,987 +111 +6%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$25K 1,062 -761 -42%
LFG
45
LifePlan Financial Group
Ohio
$25K 1,050 – –
AWMS
46
Advocacy Wealth Management Services
Georgia
$24K 1,000 – –
Wells Fargo
47
Wells Fargo
California
$19K 791 +760 +2,452%
LIA
48
LS Investment Advisors
Michigan
$17K 700 – –
CFGS
49
Concourse Financial Group Securities
Alabama
$15K 625 +625 New
HWM
50
Howard Wealth Management
Connecticut
$14K 600 +600 New
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