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VanEck Mortgage REIT Income ETF
MORT

58 hedge funds and large institutions have $59.1M invested in VanEck Mortgage REIT Income ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 57 → 58 (+1)

17.8% less ownership

Funds ownership: 37.78% → 19.98% (-18%)

32% less capital invested

Capital invested by funds: $87.5M → $59.1M (-$28.4M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
21
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.28M
2
KWM
Kingsview Wealth Management
Oregon
+$1.19M
3
CWG
Cornerstone Wealth Group
North Carolina
+$971K
4
ASN
Advisory Services Network
Georgia
+$434K
5
IFG
Independent Financial Group
California
+$371K

Top Sellers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
-$32.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.78M
3
GI
Gradient Investments
Minnesota
-$4.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$623K
5
KAS
Kestra Advisory Services
Texas
-$499K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$414K +$20.4K +1,152 +6%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$377K +$353K +19,912 New
CC
28
Claybrook Capital
Massachusetts
$361K +$338K +19,030 New
TRCT
29
Tower Research Capital (TRC)
New York
$317K +$280K +15,758 +1,585%
CA
30
Cetera Advisors
Colorado
$305K -$67.6K -3,810 -19%
GHAM
31
Gilman Hill Asset Management
Connecticut
$284K -$24.4K -1,375 -8%
BFS
32
Bard Financial Services
Connecticut
$277K -$77.6K -4,375 -23%
IMC Chicago
33
IMC Chicago
Illinois
$277K +$259K +14,606 New
RCM
34
RB Capital Management
Nevada
$273K +$2.66K +150 +1%
OCM
35
Orleans Capital Management
Louisiana
$237K +$222K +12,500 New
BCI
36
Brinker Capital Investments
Pennsylvania
$210K -$20.4K -1,149 -9%
WP
37
WealthPLAN Partners
Nebraska
$210K – – –
SIC
38
Samalin Investment Counsel
New York
$203K -$5.39K -304 -3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$106K +$20.1K +1,131 +25%
IRC
40
Investors Research Corp
Georgia
$100K – – –
HIM
41
Hillsdale Investment Management
Ontario, Canada
$70K -$42.6K -2,400 -39%
TF
42
Tompkins Financial
New York
$59K – – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$3.44K -194 -8%
MCC
44
Money Concepts Capital
Florida
$36K +$248 +14 +0.7%
William Blair & Company
45
William Blair & Company
Illinois
$28K +$26.6K +1,500 New
AWA
46
Arkadios Wealth Advisors
Georgia
$22K – – –
JP Morgan Chase
47
JP Morgan Chase
New York
$19K +$17.7K +1,000 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$15K – – –
PGAM
49
Princeton Global Asset Management
New Jersey
$13K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$12K – – –
1
2
3

MORT Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2021, worth a combined $59.1M — down 32% from $87.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MORT positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was IEQ Capital, exiting entirely with an estimated $32.3M sold.

  • 58 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2021, up from 57 in Q4 2020.
  • Funds reported $59.1M of VanEck Mortgage REIT Income ETF stock for Q1 2021, down 32% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2021 and 9 closed out, a net change of +1 holder.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2021 was Morgan Stanley, an estimated $3.28M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2021 was IEQ Capital, an estimated $32.3M sold.

Based on aggregated 13F filings for Q1 2021.