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VanEck Mortgage REIT Income ETF
MORT

68 hedge funds and large institutions have $33.1M invested in VanEck Mortgage REIT Income ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

200% more call options, than puts

Call options by funds: $105K | Put options by funds: $35K

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $25.6M → $33.1M (+$7.5M)

10% more funds holding

Funds holding: 62 → 68 (+6)

2.36% more ownership

Funds ownership: 17.95% → 20.32% (+2.4%)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
8
Closed
10
Calls
$105K
Puts
$35K
Net Calls
+$70K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.63M
2
SPC
Sigma Planning Corp
Michigan
+$737K
3
VanEck Associates
VanEck Associates
New York
+$689K
4
FAM
Flaharty Asset Management
Florida
+$646K
5
UBS Group
UBS Group
Switzerland
+$619K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$967K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$510K
3
LPL Financial
LPL Financial
California
-$453K
4
AWS
AJ Wealth Strategies
New York
-$380K
5
SA
SFI Advisors
New Jersey
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$187K +$65.7K +5,468 +52%
Citadel Advisors
27
Citadel Advisors
Florida
$178K +$184K +15,292 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$172K -$967K -80,455 -85%
SFP
29
Strategic Financial Partners
Oregon
$159K – – –
FFWM
30
Future Financial Wealth Management
Ohio
$148K +$153K +12,696 New
TRCT
31
Tower Research Capital (TRC)
New York
$142K +$56.8K +4,731 +64%
SIC
32
Samalin Investment Counsel
New York
$138K +$4.53K +377 +3%
TC
33
TownSquare Capital
Utah
$118K +$122K +10,127 New
Wealthfront Advisers
34
Wealthfront Advisers
California
$117K +$121K +10,037 New
AWM
35
AllSquare Wealth Management
New York
$87.5K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$71K +$829 +69 +1%
IRC
37
Investors Research Corp
Georgia
$61.4K – – –
FCAG
38
First Capital Advisors Group
New Jersey
$55K +$41.3K +3,435 +269%
PTC
39
Private Trust Company
Ohio
$46K – – –
ASN
40
Advisory Services Network
Georgia
$36.9K +$37.9K +3,158 New
CG
41
Cutler Group
California
$33K +$10.3K +854 +43%
MCC
42
Money Concepts Capital
Florida
$25K +$22.1K +1,842 +614%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$21K +$21.6K +1,800 New
US Bancorp
44
US Bancorp
Minnesota
$17.5K – – –
William Blair & Company
45
William Blair & Company
Illinois
$17.5K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$12.5K – – –
IA
47
IFP Advisors
Florida
$12K – – –
FWM
48
Focused Wealth Management
New York
$10.2K +$10.5K +872 New
GI
49
Gradient Investments
Minnesota
$9.36K -$40.6K -3,378 -81%
SPIA
50
Steward Partners Investment Advisory
New York
$9.22K – – –
1
2
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MORT Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2022, worth a combined $33.1M — up 29% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MORT positions and 10 closed out — a net gain of 7 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.63M. The largest seller was Susquehanna International Group, cutting an estimated $967K.

  • 68 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $33.1M of VanEck Mortgage REIT Income ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 17 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2022 and 10 closed out, a net change of +7 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2022 was Bank of America, an estimated $3.63M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2022 was Susquehanna International Group, an estimated $967K sold.

Based on aggregated 13F filings for Q4 2022.