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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

69 hedge funds and large institutions have $63.7M invested in VanEck Mortgage REIT Income ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
10
Closed
8
Calls
$530K
Puts
$3K
Net Calls
+$527K
Net Calls Change
+$286K

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$1.11M
2
SPIA
2
Steward Partners Investment Advisory
New York
$934K
3
Morgan Stanley
3
Morgan Stanley
New York
$11.7M
4
Bank of America
4
Bank of America
North Carolina
$8.69M
5
RJA
5
Raymond James & Associates
Florida
$764K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$338K +$338K +18,829 New
GHAM
27
Gilman Hill Asset Management
Connecticut
$314K +$44.9K +2,500 +17%
VanEck Associates
28
VanEck Associates
New York
$308K +$123K +6,833 +66%
RCM
29
RB Capital Management
Nevada
$291K +$12.9K +716 +5%
BFS
30
Bard Financial Services
Connecticut
$249K – – –
SFP
31
Strategic Financial Partners
Oregon
$244K +$244K +13,604 New
PA
32
PFG Advisors
Arizona
$237K +$19.7K +1,098 +9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$229K +$12.2K +677 +6%
CA
34
Cetera Advisors
Colorado
$227K +$227K +12,657 New
OCM
35
Orleans Capital Management
Louisiana
$225K – – –
MC
36
Moors & Cabot
Massachusetts
$206K +$9.34K +520 +5%
LIA
37
LBMC Investment Advisors
Tennessee
$199K +$177K +9,852 +785%
BCI
38
Brinker Capital Investments
Pennsylvania
$190K -$9.24K -514 -5%
SIC
39
Samalin Investment Counsel
New York
$189K -$5.11K -285 -3%
Truist Financial
40
Truist Financial
North Carolina
$185K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$169K +$31.3K +1,750 +23%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$139K +$139K +7,742 New
IRC
43
Investors Research Corp
Georgia
$94K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$5.52K +306 +11%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$35K +$21.8K +1,232 +166%
William Blair & Company
46
William Blair & Company
Illinois
$27K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$18K -$244K -13,580 -93%
AFG
48
Albion Financial Group
Utah
$18K +$18K +1,015 New
APA
49
American Portfolios Advisors
New York
$15.3K +$3.59K +200 +31%
Wells Fargo
50
Wells Fargo
California
$12K -$2.55K -138 -18%
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