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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

52 hedge funds and large institutions have $40M invested in VanEck Mortgage REIT Income ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
17
Reduced
12
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.09M
2
FTUS
2
Flow Traders U.S.
New York
$1.08M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.1M
4
CWM
4
Connecticut Wealth Management
Connecticut
$658K
5
SWA
5
Stratos Wealth Advisors
Ohio
$254K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.04M
4
HT
4
HAP Trading
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
26
Gilman Hill Asset Management
Connecticut
$244K +$244K +17,500 New
BCI
27
Brinker Capital Investments
Pennsylvania
$240K -$20.5K -1,471 -8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$240K -$12.1K -869 -5%
KAS
29
Kestra Advisory Services
Texas
$208K +$208K +14,936 New
RCM
30
RB Capital Management
Nevada
$207K -$10.9K -781 -5%
BCM
31
BlueCrest Capital Management
Jersey
$197K +$197K +14,150 New
WP
32
WealthPLAN Partners
Nebraska
$162K -$24.9K -1,678 -13%
SIC
33
Samalin Investment Counsel
New York
$154K -$1.8K -129 -1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$151K +$151K +10,868 New
HIM
35
Hillsdale Investment Management
Ontario, Canada
$85K – – –
IRC
36
Investors Research Corp
Georgia
$72K +$5.17K +370 +8%
AWA
37
Arkadios Wealth Advisors
Georgia
$51.9K -$1.4K -100 -3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$50K – – –
PGAM
39
Princeton Global Asset Management
New Jersey
$30K – – –
AIM
40
Anchor Investment Management
South Carolina
$26.1K – – –
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$25K +$25K +1,800 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$85 +6 +0.5%
LFG
43
LifePlan Financial Group
Ohio
$15K – – –
CIAS
44
Capital Investment Advisory Services
North Carolina
$11K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$9K – – –
QCG
46
Quadrant Capital Group
Ohio
$8K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$8K +$588 +44 +8%
FFA
48
Founders Financial Alliance
North Carolina
$6K +$6K +418 New
APA
49
American Portfolios Advisors
New York
$3.1K – – –
AssetMark Inc
50
AssetMark Inc
California
$1K +$1K +36 New
1
2
3