MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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
Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.1%
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

1
Bank of America
1
Bank of America
North Carolina
$8.09M
2
SPC
2
Sigma Planning Corp
Michigan
$716K
3
VanEck Associates
3
VanEck Associates
New York
$673K
4
FAM
4
Flaharty Asset Management
Florida
$628K
5
UBS Group
5
UBS Group
Switzerland
$968K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$172K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
LPL Financial
3
LPL Financial
California
$2.18M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
SA
5
SFI Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$187K +$63.8K +5,468 +52%
Citadel Advisors
27
Citadel Advisors
Florida
$178K +$178K +15,292 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$172K -$939K -80,455 -85%
SFP
29
Strategic Financial Partners
Oregon
$159K – – –
FFWM
30
Future Financial Wealth Management
Ohio
$148K +$148K +12,696 New
TRCT
31
Tower Research Capital (TRC)
New York
$142K +$55.2K +4,731 +64%
SIC
32
Samalin Investment Counsel
New York
$138K +$4.4K +377 +3%
TC
33
TownSquare Capital
Utah
$118K +$118K +10,127 New
Wealthfront Advisers
34
Wealthfront Advisers
California
$117K +$117K +10,037 New
AWM
35
AllSquare Wealth Management
New York
$87.5K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$71K +$803 +69 +1%
IRC
37
Investors Research Corp
Georgia
$61.4K – – –
FCAG
38
First Capital Advisors Group
New Jersey
$55K +$40.1K +3,435 +269%
PTC
39
Private Trust Company
Ohio
$46K – – –
ASN
40
Advisory Services Network
Georgia
$36.9K +$36.9K +3,158 New
CG
41
Cutler Group
California
$33K +$9.95K +854 +43%
MCC
42
Money Concepts Capital
Florida
$25K +$21.5K +1,842 +614%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$21K +$21K +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 +$10.2K +872 New
GI
49
Gradient Investments
Minnesota
$9.36K -$39.4K -3,378 -81%
SPIA
50
Steward Partners Investment Advisory
New York
$9.22K – – –
1
2
3 4