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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

65 hedge funds and large institutions have $61.6M invested in VanEck Mortgage REIT Income ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 19 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
21
Reduced
6
Closed
19
Calls
$151K
Puts
$127K
Net Calls
+$24K
Net Calls Change
+$73K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.93M
4
LPL Financial
4
LPL Financial
California
$6.07M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$956K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AWM
4
Axxcess Wealth Management
California
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$225K +$225K +19,030 New
ACM
27
Andina Capital Management
Utah
$224K +$224K +18,990 New
Wealthfront Advisers
28
Wealthfront Advisers
California
$198K +$25.6K +2,164 +15%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$193K -$2.19K -185 -1%
AWM
30
Adams Wealth Management
Utah
$176K -$85.1K -7,202 -33%
IFWM
31
Institute for Wealth Management
Colorado
$175K +$175K +14,775 New
AWAG
32
ARS Wealth Advisors Group
Florida
$170K +$170K +14,350 New
GIA
33
Gladstone Institutional Advisory
Florida
$157K +$157K +13,320 New
GM
34
GeoWealth Management
Illinois
$152K +$152K +12,829 New
SFP
35
Strategic Financial Partners
Oregon
$152K – – –
HIP
36
HUB Investment Partners
Texas
$146K +$709 +60 +0.5%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$140K +$140K +11,871 New
TCM
38
Triumph Capital Management
Colorado
$130K +$130K +11,012 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$125K +$125K +10,561 New
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$123K +$123K +10,378 New
ACM
41
Alpha Capital Management
Texas
$118K -$110K -9,334 -48%
AWM
42
AllSquare Wealth Management
New York
$88.7K – – –
IRC
43
Investors Research Corp
Georgia
$62.2K – – –
ACA
44
Aptus Capital Advisors
Alabama
$41.9K – – –
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.9K – – –
ASN
46
Advisory Services Network
Georgia
$34.7K +$34.7K +2,935 New
VanEck Associates
47
VanEck Associates
New York
$30K – – –
US Bancorp
48
US Bancorp
Minnesota
$17.7K – – –
William Blair & Company
49
William Blair & Company
Illinois
$17.7K – – –
CG
50
Cutler Group
California
$11K +$7.7K +700 +233%
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