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VanEck Mortgage REIT Income ETF
MORT

67 hedge funds and large institutions have $39.8M invested in VanEck Mortgage REIT Income ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 66 → 67 (+1)

1.32% more ownership

Funds ownership: 19.54% → 20.86% (+1.3%)

28% less capital invested

Capital invested by funds: $55.1M → $39.8M (-$15.2M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
20
Closed
12
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
-$144K

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.2M
2
UCFA
United Capital Financial Advisors
Texas
+$533K
3
Citadel Advisors
Citadel Advisors
Florida
+$394K
4
TRCT
Tower Research Capital (TRC)
New York
+$338K
5
WS
Wedbush Securities
California
+$313K

Top Sellers

Rank Fund Capital Flow
1
AWA
Aaron Wealth Advisors
Illinois
-$5M
2
Morgan Stanley
Morgan Stanley
New York
-$1.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.08M
4
HT
HAP Trading
New York
-$1M
5
ASN
Advisory Services Network
Georgia
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Cantor Fitzgerald
New York
$210K +$228K +14,993 New
Jane Street
27
Jane Street
New York
$210K +$229K +15,011 New
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$209K -$18K -1,185 -7%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$196K -$1.95K -128 -0.9%
SFP
30
Strategic Financial Partners
Oregon
$190K – – –
HIP
31
HUB Investment Partners
Texas
$168K -$68.7K -4,509 -27%
RJA
32
Raymond James & Associates
Florida
$162K – – –
SIC
33
Samalin Investment Counsel
New York
$157K +$5.62K +369 +3%
Truist Financial
34
Truist Financial
North Carolina
$153K +$166K +10,914 New
PA
35
PFG Advisors
Arizona
$149K -$36.8K -2,417 -19%
FHC
36
First Heartland Consultants
Missouri
$144K -$6.96K -457 -4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$83K -$60.8K -3,990 -40%
IRC
38
Investors Research Corp
Georgia
$74K – – –
PTC
39
Private Trust Company
Ohio
$55K +$60.3K +3,963 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$42K – – –
William Blair & Company
41
William Blair & Company
Illinois
$21K – – –
US Bancorp
42
US Bancorp
Minnesota
$21K +$22.8K +1,500 New
CG
43
Cutler Group
California
$19K +$21.5K +1,412 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$9.02K -592 -35%
IA
45
IFP Advisors
Florida
$12K – – –
APA
46
American Portfolios Advisors
New York
$11.9K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$11K – – –
Wells Fargo
48
Wells Fargo
California
$9K -$15 -1 -0.2%
PGAM
49
Princeton Global Asset Management
New Jersey
$9K – – –
FFA
50
Founders Financial Alliance
North Carolina
$9K +$9.32K +612 New
1
2
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MORT Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2022, worth a combined $39.8M — down 28% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MORT positions and 12 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.2M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $5M sold.

  • 67 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2022, up from 66 in Q1 2022.
  • Funds reported $39.8M of VanEck Mortgage REIT Income ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.2M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2022.