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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

55 hedge funds and large institutions have $39.9M invested in VanEck Mortgage REIT Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 16 closing their positions.

Holders
55
Holders Change
-9
Holders Change %
-14.06%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
9
Closed
16
Calls
$116K
Puts
$227K
Net Calls
-$111K
Net Calls Change
+$780K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.1M
2
LPL Financial
2
LPL Financial
California
$4.98M
3
UBS Group
3
UBS Group
Switzerland
$1.51M
4
Goldman Sachs
4
Goldman Sachs
New York
$499K
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$302K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.3M
2
CAN
2
Cetera Advisor Networks
California
$191K
3
AFP
3
Ausdal Financial Partners
Iowa
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
VanEck Associates
5
VanEck Associates
New York
$31K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$143K -$13.9K -1,157 -9%
Wealthfront Advisers
27
Wealthfront Advisers
California
$137K +$15.5K +1,294 +13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$134K +$6.03K +502 +5%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$132K +$111K +9,260 +529%
PA
30
PFG Advisors
Arizona
$127K -$1.03K -86 -0.8%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$91.4K +$91.4K +7,610 New
William Blair & Company
32
William Blair & Company
Illinois
$90.1K +$72.1K +6,000 +400%
AWM
33
AllSquare Wealth Management
New York
$80.5K – – –
FCAG
34
First Capital Advisors Group
New Jersey
$63.5K -$5.16K -430 -8%
IRC
35
Investors Research Corp
Georgia
$63.1K – – –
PTC
36
Private Trust Company
Ohio
$47.6K – – –
ACA
37
Aptus Capital Advisors
Alabama
$42.6K – – –
GWANC
38
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.6K – – –
LFG
39
Larson Financial Group
Missouri
$33K +$33K +2,747 New
VanEck Associates
40
VanEck Associates
New York
$31K -$578K -47,681 -95%
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$21.6K – – –
US Bancorp
42
US Bancorp
Minnesota
$18K – – –
CG
43
Cutler Group
California
$12K +$12K +1,000 New
GI
44
Gradient Investments
Minnesota
$8.7K -$24 -2 -0.3%
RIA
45
Realta Investment Advisors
Delaware
$8.62K +$8.62K +717 New
Wells Fargo
46
Wells Fargo
California
$7.81K – – –
BWA
47
BDO Wealth Advisors
Florida
$7.21K – – –
VDBMI
48
Van Den Berg Management I
Texas
$7.03K – – –
RG
49
Retirement Group
California
$6.25K – – –
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$3.64K – – –
1
2
3