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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
23
Closed
12
Calls
$528K
Puts
$2K
Net Calls
+$526K
Net Calls Change
-$1K

Top Buyers

1
AWA
1
Aaron Wealth Advisors
Illinois
$5M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.08M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1.01M
4
HT
4
HAP Trading
New York
$1M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.9M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$4.89M
2
Bank of America
2
Bank of America
North Carolina
$5.89M
3
LPL Financial
3
LPL Financial
California
$3.93M
4
SPIA
4
Steward Partners Investment Advisory
New York
$13K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$840K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
26
Gilman Hill Asset Management
Connecticut
$299K – – –
HIP
27
HUB Investment Partners
Texas
$282K -$43.6K -2,554 -13%
WS
28
Wedbush Securities
California
$275K +$275K +16,100 New
RCM
29
RB Capital Management
Nevada
$261K -$15.7K -917 -6%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$256K -$371K -23,296 -59%
CFIA
31
Cantor Fitzgerald Investment Advisors
New York
$250K +$250K +14,644 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$241K +$23.5K +1,378 +11%
SFP
33
Strategic Financial Partners
Oregon
$232K – – –
PA
34
PFG Advisors
Arizona
$223K -$1.93K -113 -0.9%
OCM
35
Orleans Capital Management
Louisiana
$214K – – –
RJA
36
Raymond James & Associates
Florida
$197K -$528K -30,980 -73%
LIA
37
LBMC Investment Advisors
Tennessee
$194K +$4.54K +266 +2%
SIC
38
Samalin Investment Counsel
New York
$185K +$4.71K +275 +3%
FHC
39
First Heartland Consultants
Missouri
$184K -$128K -7,513 -41%
BCI
40
Brinker Capital Investments
Pennsylvania
$180K -$324 -19 -0.2%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$170K +$9.11K +535 +6%
IRC
42
Investors Research Corp
Georgia
$90K – – –
MCC
43
Money Concepts Capital
Florida
$64K +$58.9K +3,441 +1,147%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$51K +$51K +3,000 New
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$23.6K -1,394 -45%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$29K +$11.9K +697 +70%
William Blair & Company
47
William Blair & Company
Illinois
$26K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$18K +$16.3K +965 +965%
APA
49
American Portfolios Advisors
New York
$14.5K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$13K -$842K -51,187 -98%
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