VanEck Mortgage REIT Income ETF
MORT
66 hedge funds and large institutions have $55.1M invested in VanEck Mortgage REIT Income ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 13 closing their positions.
26,300% more call options, than puts
Call options by funds: $528K | Put options by funds: $2K
2.37% less ownership
Funds ownership: 21.91% → 19.54% (-2.4%)
6% less funds holding
Funds holding: 70 → 66 (-4)
16% less capital invested
Capital invested by funds: $65.3M → $55.1M (-$10.2M)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$1.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.01M |
| 4 |
HT
HAP Trading
New York
|
+$1.01M |
| 5 |
Morgan Stanley
New York
|
+$822K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$7.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.37M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$1.53M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$877K |
| 5 |
LPL Financial
San Diego,
California
|
-$851K |
MORT Hedge Fund Activity: Q1 2022 in Review
66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2022, worth a combined $55.1M — down 16% from $65.3M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MORT and 10 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 19 added.
The largest buyer was Aaron Wealth Advisors, opening a new position worth an estimated $1.46M. The largest seller was Gradient Investments, cutting an estimated $7.56M.
- 66 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2022, down from 70 in Q4 2021.
- Funds reported $55.1M of VanEck Mortgage REIT Income ETF stock for Q1 2022, down 16% quarter-over-quarter.
- 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2022 and 13 closed out, a net change of -3 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $1.46M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2022 was Gradient Investments, an estimated $7.56M sold.
Based on aggregated 13F filings for Q1 2022.