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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

58 hedge funds and large institutions have $40.6M invested in VanEck Mortgage REIT Income ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
19
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$11.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.53M
3
AWM
3
Adams Wealth Management
Utah
$1.78M
4
AWM
4
AE Wealth Management
Kansas
$1.12M
5
SS
5
Simplicity Solutions
Minnesota
$976K

Top Sellers

1
ACM
1
Arlington Capital Management
Illinois
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$401K
3
IMC Chicago
3
IMC Chicago
Illinois
$293K
4
UBS Group
4
UBS Group
Switzerland
$674K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$309K +$55.9K +4,153 +22%
IMC Chicago
27
IMC Chicago
Illinois
$293K -$287K -21,312 -49%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$279K – – –
Creative Planning
29
Creative Planning
Kansas
$277K -$51.4K -3,817 -16%
BCI
30
Brinker Capital Investments
Pennsylvania
$252K +$252K +18,730 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$244K -$183K -13,566 -43%
CW
32
CreativeOne Wealth
Kansas
$223K +$80.3K +5,974 +56%
RCM
33
RB Capital Management
Nevada
$209K +$209K +15,550 New
WP
34
WealthPLAN Partners
Nebraska
$178K +$178K +12,596 New
SIC
35
Samalin Investment Counsel
New York
$150K -$6.33K -472 -4%
SPC
36
Sigma Planning Corp
Michigan
$135K +$135K +10,015 New
HIM
37
Hillsdale Investment Management
Ontario, Canada
$82K +$82K +6,100 New
IRC
38
Investors Research Corp
Georgia
$64K +$57.8K +4,320 +929%
AWA
39
Arkadios Wealth Advisors
Georgia
$48.6K -$3.2K -250 -6%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$48K +$48K +3,600 New
PAG
41
Private Advisor Group
New Jersey
$29K +$29K +2,147 New
PGAM
42
Princeton Global Asset Management
New Jersey
$29K +$29K +2,182 New
SF
43
Synovus Financial
Georgia
$28K -$23.4K -1,691 -46%
AIM
44
Anchor Investment Management
South Carolina
$25.3K -$1.49K -111 -6%
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$120 +9 +0.7%
LFG
46
LifePlan Financial Group
Ohio
$14K – – –
DCM
47
Davis Capital Management
Florida
$12K +$417 +31 +4%
CIAS
48
Capital Investment Advisory Services
North Carolina
$11K – – –
LIA
49
LS Investment Advisors
Michigan
$9K – – –
QCG
50
Quadrant Capital Group
Ohio
$8K -$3.41K -252 -30%
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