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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

52 hedge funds and large institutions have $19.4M invested in VanEck Mortgage REIT Income ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$675K
3
TA
3
TCG Advisors
Texas
$327K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$317K
5
IMC Chicago
5
IMC Chicago
Illinois
$431K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Bank of America
2
Bank of America
North Carolina
$1.11M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RIA
4
Regal Investment Advisors
Michigan
$0
5
CHAM
5
Clear Harbor Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$119K -$14.1K -1,378 -11%
SIC
27
Samalin Investment Counsel
New York
$116K -$14.6K -1,468 -11%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$114K -$67.7K -6,742 -37%
CW
29
CreativeOne Wealth
Kansas
$106K -$14K -1,403 -12%
AWA
30
Arkadios Wealth Advisors
Georgia
$40.5K +$9K +900 +29%
SF
31
Synovus Financial
Georgia
$37K +$179 +18 +0.5%
NFG
32
Next Financial Group
Texas
$28K -$11.1K -1,100 -28%
VCP
33
Verus Capital Partners
Arizona
$25K – – –
AIM
34
Anchor Investment Management
South Carolina
$19.9K – – –
AT
35
Arden Trust
Delaware
$15K +$15K +1,517 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$2.06K +200 +19%
LFG
37
LifePlan Financial Group
Ohio
$11K – – –
DCM
38
Davis Capital Management
Florida
$9K +$9K +862 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$8K -$12.7K -1,273 -61%
QCG
40
Quadrant Capital Group
Ohio
$8K +$8K +843 New
TRCT
41
Tower Research Capital (TRC)
New York
$7K -$96.4K -9,861 -93%
LIA
42
LS Investment Advisors
Michigan
$7K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$6K – – –
IRC
44
Investors Research Corp
Georgia
$5K +$2.17K +202 +77%
APA
45
American Portfolios Advisors
New York
$2.23K – – –
JCM
46
Jacobi Capital Management
Pennsylvania
$2K – – –
AAM
47
Advisors Asset Management
Colorado
$2K – – –
RFM
48
Royal Fund Management
Florida
$1K – – –
GFPC
49
Global Financial Private Capital
Florida
$1K – – –
AllianceBernstein
50
AllianceBernstein
Tennessee
– -$3.63M -151,326 Closed
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2
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