MORT icon

VanEck Mortgage REIT Income ETF

62 hedge funds and large institutions have $25.6M invested in VanEck Mortgage REIT Income ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
16
Closed
14
Calls
$193K
Puts
$9K
Net Calls
+$184K
Net Calls Change
-$198K
Name Holding Trade Value Shares
Change
Shares
Change %
HIP
26
HUB Investment Partners
Texas
$133K +$397 +36 +0.3%
RJA
27
Raymond James & Associates
Florida
$128K
SIC
28
Samalin Investment Counsel
New York
$126K +$2.52K +228 +2%
RCM
29
RB Capital Management
Nevada
$119K -$50.7K -4,590 -30%
GIA
30
Gladstone Institutional Advisory
Florida
$117K +$117K +10,551 New
Truist Financial
31
Truist Financial
North Carolina
$115K -$5.28K -479 -4%
AWM
32
AllSquare Wealth Management
New York
$83K +$83K +7,500 New
TRCT
33
Tower Research Capital (TRC)
New York
$82K -$812K -73,699 -91%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$66K +$448 +41 +0.7%
IRC
35
Investors Research Corp
Georgia
$58K
GI
36
Gradient Investments
Minnesota
$46K -$3.1M -281,770 -99%
PTC
37
Private Trust Company
Ohio
$44K
Wells Fargo
38
Wells Fargo
California
$41K +$33.8K +3,052 +470%
CG
39
Cutler Group
California
$21K +$6.01K +566 +40%
US Bancorp
40
US Bancorp
Minnesota
$17K
William Blair & Company
41
William Blair & Company
Illinois
$17K
FCAG
42
First Capital Advisors Group
New Jersey
$14K +$14K +1,276 New
IA
43
IFP Advisors
Florida
$12K
SPIA
44
Steward Partners Investment Advisory
New York
$9K
SWM
45
Spire Wealth Management
Virginia
$8K +$8K +685 New
RIA
46
Realta Investment Advisors
Delaware
$8K +$8K +705 New
APA
47
American Portfolios Advisors
New York
$7.18K -$2.21K -200 -24%
BWA
48
BDO Wealth Advisors
Florida
$7K
PGAM
49
Princeton Global Asset Management
New Jersey
$6K -$1.93K -162 -24%
RG
50
Retirement Group
California
$6K