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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

65 hedge funds and large institutions have $37.8M invested in VanEck Mortgage REIT Income ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
9
Closed
5
Calls
$55K
Puts
$104K
Net Calls
-$49K
Net Calls Change
+$62K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.18M
2
Bessemer Group
2
Bessemer Group
New Jersey
$464K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.02M
5
FTUS
5
Flow Traders U.S.
New York
$229K

Top Sellers

1
AWM
1
Adams Wealth Management
Utah
$251K
2
UBS Group
2
UBS Group
Switzerland
$348K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12M
5
SIC
5
Samalin Investment Counsel
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$160K +$6.13K +539 +4%
Citadel Advisors
27
Citadel Advisors
Florida
$157K +$157K +13,776 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$149K -$54.2K -4,764 -27%
SFP
29
Strategic Financial Partners
Oregon
$146K – – –
HIP
30
HUB Investment Partners
Texas
$140K +$512 +45 +0.4%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$135K – – –
HIM
32
Hillsdale Investment Management
Ontario, Canada
$125K – – –
SPC
33
Sigma Planning Corp
Michigan
$120K +$120K +10,550 New
Mariner
34
Mariner
Kansas
$116K +$116K +10,231 New
MSAM
35
Moloney Securities Asset Management
Missouri
$114K +$114K +10,058 New
AWM
36
AllSquare Wealth Management
New York
$85.3K – – –
IRC
37
Investors Research Corp
Georgia
$59.8K – – –
PTC
38
Private Trust Company
Ohio
$45.1K – – –
ACA
39
Aptus Capital Advisors
Alabama
$40.3K – – –
GWANC
40
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.3K – – –
Wells Fargo
41
Wells Fargo
California
$33.9K +$26.5K +2,329 +358%
IF
42
Integrity Financial
Wyoming
$32.3K +$32.3K +2,844 New
LFG
43
Larson Financial Group
Missouri
$31.2K – – –
VanEck Associates
44
VanEck Associates
New York
$29K – – –
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$20.5K – – –
William Blair & Company
46
William Blair & Company
Illinois
$17.1K -$68.2K -6,000 -80%
US Bancorp
47
US Bancorp
Minnesota
$17.1K – – –
RIA
48
Realta Investment Advisors
Delaware
$8.62K – – –
GI
49
Gradient Investments
Minnesota
$8.24K – – –
VDBMI
50
Van Den Berg Management I
Texas
$6.65K – – –
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