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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

57 hedge funds and large institutions have $57.7M invested in VanEck Mortgage REIT Income ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.8M
2
KWM
2
Kingsview Wealth Management
Oregon
$1.26M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$1.03M
4
ASN
4
Advisory Services Network
Georgia
$488K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$377K

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
GI
3
Gradient Investments
Minnesota
$10.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$827K
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$377K 19,912 +19,912 New
CC
27
Claybrook Capital
Massachusetts
$361K 19,030 +19,030 New
TRCT
28
Tower Research Capital (TRC)
New York
$317K 16,752 +15,758 +1,585%
CA
29
Cetera Advisors
Colorado
$305K 16,073 -3,810 -19%
GHAM
30
Gilman Hill Asset Management
Connecticut
$284K 15,000 -1,375 -8%
BFS
31
Bard Financial Services
Connecticut
$277K 14,625 -4,375 -23%
IMC Chicago
32
IMC Chicago
Illinois
$277K 14,606 +14,606 New
RCM
33
RB Capital Management
Nevada
$273K 14,398 +150 +1%
OCM
34
Orleans Capital Management
Louisiana
$237K 12,500 +12,500 New
BCI
35
Brinker Capital Investments
Pennsylvania
$210K 11,081 -1,149 -9%
WP
36
WealthPLAN Partners
Nebraska
$210K 10,918 – –
SIC
37
Samalin Investment Counsel
New York
$203K 10,742 -304 -3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$106K 5,631 +1,131 +25%
IRC
39
Investors Research Corp
Georgia
$100K 5,262 – –
HIM
40
Hillsdale Investment Management
Ontario, Canada
$70K 3,700 -2,400 -39%
TF
41
Tompkins Financial
New York
$59K 3,100 – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$43K 2,289 -194 -8%
MCC
43
Money Concepts Capital
Florida
$36K 1,923 +14 +0.7%
William Blair & Company
44
William Blair & Company
Illinois
$28K 1,500 +1,500 New
AWA
45
Arkadios Wealth Advisors
Georgia
$22K 1,180 – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$19K 1,000 +1,000 New
CIAS
47
Capital Investment Advisory Services
North Carolina
$15K 800 – –
PGAM
48
Princeton Global Asset Management
New Jersey
$13K 665 – –
CFGS
49
Concourse Financial Group Securities
Alabama
$12K 625 – –
BWA
50
BDO Wealth Advisors
Florida
$11K 600 +200 +50%
1
2
3