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VanEck Mortgage REIT Income ETF
MORT

59 hedge funds and large institutions have $41M invested in VanEck Mortgage REIT Income ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more capital invested

Capital invested by funds: $19.4M → $41M (+$21.6M)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

13% more funds holding

Funds holding: 52 → 59 (+7)

1.91% more ownership

Funds ownership: 21.12% → 23.04% (+1.9%)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
19
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$3.57M
2
Morgan Stanley
Morgan Stanley
New York
+$3.02M
3
AWM
Adams Wealth Management
Utah
+$1.55M
4
AWM
AE Wealth Management
Kansas
+$971K
5
SS
Simplicity Solutions
Minnesota
+$850K

Top Sellers

Rank Fund Capital Flow
1
ACM
Arlington Capital Management
Illinois
-$409K
2
MML Investors Services
MML Investors Services
Massachusetts
-$303K
3
IMC Chicago
IMC Chicago
Illinois
-$250K
4
UBS Group
UBS Group
Switzerland
-$239K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$315K +$274K +23,375 New
CA
27
Cetera Advisors
Colorado
$309K +$48.7K +4,153 +22%
IMC Chicago
28
IMC Chicago
Illinois
$293K -$250K -21,312 -49%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$279K – – –
Creative Planning
30
Creative Planning
Kansas
$277K -$44.7K -3,817 -16%
BCI
31
Brinker Capital Investments
Pennsylvania
$252K +$220K +18,730 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$244K -$159K -13,566 -43%
CW
33
CreativeOne Wealth
Kansas
$223K +$70K +5,974 +56%
RCM
34
RB Capital Management
Nevada
$209K +$182K +15,550 New
WP
35
WealthPLAN Partners
Nebraska
$178K +$148K +12,596 New
SIC
36
Samalin Investment Counsel
New York
$150K -$5.53K -472 -4%
SPC
37
Sigma Planning Corp
Michigan
$135K +$117K +10,015 New
HIM
38
Hillsdale Investment Management
Ontario, Canada
$82K +$71.5K +6,100 New
IRC
39
Investors Research Corp
Georgia
$64K +$50.6K +4,320 +929%
AWA
40
Arkadios Wealth Advisors
Georgia
$48.6K -$2.93K -250 -6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$48K +$42.2K +3,600 New
PAG
42
Private Advisor Group
New Jersey
$29K +$25.2K +2,147 New
PGAM
43
Princeton Global Asset Management
New Jersey
$29K +$25.6K +2,182 New
SF
44
Synovus Financial
Georgia
$28K -$19.8K -1,691 -46%
AIM
45
Anchor Investment Management
South Carolina
$25.3K -$1.3K -111 -6%
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$105 +9 +0.7%
LFG
47
LifePlan Financial Group
Ohio
$14K – – –
DCM
48
Davis Capital Management
Florida
$12K +$363 +31 +4%
CIAS
49
Capital Investment Advisory Services
North Carolina
$11K – – –
LIA
50
LS Investment Advisors
Michigan
$9K – – –
1
2
3

MORT Hedge Fund Activity: Q2 2020 in Review

59 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2020, worth a combined $41M — up 111% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MORT positions and 10 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, adding an estimated $3.57M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $409K sold.

  • 59 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2020, up from 52 in Q1 2020.
  • Funds reported $41M of VanEck Mortgage REIT Income ETF stock for Q2 2020, up 111% quarter-over-quarter.
  • 18 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2020 and 10 closed out, a net change of +8 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q2 2020 was Gradient Investments, an estimated $3.57M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q2 2020 was Arlington Capital Management, an estimated $409K sold.

Based on aggregated 13F filings for Q2 2020.