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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

64 hedge funds and large institutions have $31.5M invested in VanEck Mortgage REIT Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 18 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
18
Reduced
10
Closed
18
Calls
$223K
Puts
$1.11M
Net Calls
-$891K
Net Calls Change
-$961K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.65M
2
LPL Financial
2
LPL Financial
California
$2.61M
3
AWM
3
Adams Wealth Management
Utah
$1.61M
4
AWM
4
Axxcess Wealth Management
California
$201K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$196K

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.78M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
26
Strategic Financial Partners
Oregon
$145K 12,823 -781 -6%
HIP
27
HUB Investment Partners
Texas
$138K 12,183 +12,183 New
SIC
28
Samalin Investment Counsel
New York
$137K 12,140 +354 +3%
TC
29
TownSquare Capital
Utah
$122K 10,810 +683 +7%
PA
30
PFG Advisors
Arizona
$121K 10,674 +10,674 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$120K 10,620 +10,620 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$118K 10,408 +10,408 New
CF
33
Cantor Fitzgerald
New York
$116K 10,304 -7,673 -43%
Wealthfront Advisers
34
Wealthfront Advisers
California
$114K 10,097 +60 +0.6%
AWM
35
AllSquare Wealth Management
New York
$84.8K 7,500 – –
FCAG
36
First Capital Advisors Group
New Jersey
$64.6K 5,719 +1,008 +21%
IRC
37
Investors Research Corp
Georgia
$59.4K 5,258 – –
TRCT
38
Tower Research Capital (TRC)
New York
$51K 4,510 -7,659 -63%
ASN
39
Advisory Services Network
Georgia
$48.3K 4,271 +1,113 +35%
PTC
40
Private Trust Company
Ohio
$44.8K 3,963 – –
GWANC
41
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.1K 3,546 +3,546 New
ACA
42
Aptus Capital Advisors
Alabama
$40.1K 3,546 +3,546 New
AAS
43
Ameritas Advisory Services
Nebraska
$27.2K 2,508 +2,508 New
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$20.3K 1,800 – –
HIM
45
Hillsdale Investment Management
Ontario, Canada
$19.8K 1,750 +1,750 New
US Bancorp
46
US Bancorp
Minnesota
$17K 1,500 – –
William Blair & Company
47
William Blair & Company
Illinois
$17K 1,500 – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$11.3K 1,000 – –
GI
49
Gradient Investments
Minnesota
$8.21K 726 -76 -9%
Wells Fargo
50
Wells Fargo
California
$7.35K 650 -1 -0.2%
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