MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

61 hedge funds and large institutions have $75.5M invested in VanEck Mortgage REIT Income ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.8M
2
GI
2
Gradient Investments
Minnesota
$13.5M
3
LPL Financial
3
LPL Financial
California
$5.87M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$729K
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$872K
3
Creative Planning
3
Creative Planning
Kansas
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
CWG
5
Cornerstone Wealth Group
North Carolina
$569K
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
26
HAP Trading
New York
$324K +$324K +16,334 New
RCM
27
RB Capital Management
Nevada
$301K +$14.9K +751 +5%
GHAM
28
Gilman Hill Asset Management
Connecticut
$298K – – –
BFS
29
Bard Financial Services
Connecticut
$275K -$14.9K -750 -5%
PA
30
PFG Advisors
Arizona
$248K -$322K -16,225 -56%
OCM
31
Orleans Capital Management
Louisiana
$248K – – –
BCI
32
Brinker Capital Investments
Pennsylvania
$213K -$7.46K -375 -3%
LIA
33
LBMC Investment Advisors
Tennessee
$213K +$213K +10,707 New
SIC
34
Samalin Investment Counsel
New York
$212K -$1.71K -86 -0.8%
WP
35
WealthPLAN Partners
Nebraska
$208K – – –
CA
36
Cetera Advisors
Colorado
$202K -$117K -5,890 -37%
Citadel Advisors
37
Citadel Advisors
Florida
$201K +$201K +10,135 New
MC
38
Moors & Cabot
Massachusetts
$199K +$199K +10,000 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$151K +$39.9K +2,019 +36%
VanEck Associates
40
VanEck Associates
New York
$139K +$139K +6,988 New
IRC
41
Investors Research Corp
Georgia
$104K – – –
AWA
42
Arkadios Wealth Advisors
Georgia
$86K +$62.8K +3,200 +271%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$80 +4 +0.2%
William Blair & Company
44
William Blair & Company
Illinois
$30K – – –
CIAS
45
Capital Investment Advisory Services
North Carolina
$28K +$12K +600 +75%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$20K – – –
Vontobel Holding
47
Vontobel Holding
Switzerland
$20K +$20K +1,000 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$20K +$20K +1,000 New
PGAM
49
Princeton Global Asset Management
New Jersey
$13K – – –
APA
50
American Portfolios Advisors
New York
$12.9K +$12.9K +650 New
1
2
3