We are live on ! Find out more
MORT icon

VanEck Mortgage REIT Income ETF
MORT

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.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

63% more capital invested

Capital invested by funds: $37.8M → $61.6M (+$23.7M)

19% more call options, than puts

Call options by funds: $151K | Put options by funds: $127K

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

6.55% more ownership

Funds ownership: 18.23% → 24.78% (+6.6%)

0% more funds holding

Funds holding: 65 → 65 (0)

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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.85M
2
Morgan Stanley
Morgan Stanley
New York
+$5.08M
3
AWA
Arete Wealth Advisors
Illinois
+$1.79M
4
LPL Financial
LPL Financial
California
+$983K
5
HHRDM
H&H Retirement Design & Management
Nevada
+$970K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$445K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$264K
3
FTUS
Flow Traders U.S.
New York
-$229K
4
AWM
Axxcess Wealth Management
California
-$202K
5
KPWS
Kestra Private Wealth Services
Texas
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$225K +$209K +19,030 New
ACM
27
Andina Capital Management
Utah
$224K +$208K +18,990 New
Wealthfront Advisers
28
Wealthfront Advisers
California
$198K +$23.7K +2,164 +15%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$193K -$2.03K -185 -1%
AWM
30
Adams Wealth Management
Utah
$176K -$79K -7,202 -33%
IFWM
31
Institute for Wealth Management
Colorado
$175K +$162K +14,775 New
AWAG
32
ARS Wealth Advisors Group
Florida
$170K +$157K +14,350 New
GIA
33
Gladstone Institutional Advisory
Florida
$157K +$146K +13,320 New
GM
34
GeoWealth Management
Illinois
$152K +$141K +12,829 New
SFP
35
Strategic Financial Partners
Oregon
$152K – – –
HIP
36
HUB Investment Partners
Texas
$146K +$658 +60 +0.5%
JP Morgan Chase
37
JP Morgan Chase
New York
$140K +$130K +11,871 New
TCM
38
Triumph Capital Management
Colorado
$130K +$121K +11,012 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$125K +$116K +10,561 New
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$123K +$114K +10,378 New
ACM
41
Alpha Capital Management
Texas
$118K -$102K -9,334 -48%
AWM
42
AllSquare Wealth Management
New York
$88.7K – – –
IRC
43
Investors Research Corp
Georgia
$62.1K – – –
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 +$32.2K +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 +$7.67K +700 +233%
1
2
3 4

MORT Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2023, worth a combined $61.6M — up 63% from $37.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new MORT positions and 19 closed out — a net gain of 2 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $9.85M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $445K.

  • 65 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $61.6M of VanEck Mortgage REIT Income ETF stock for Q4 2023, up 63% quarter-over-quarter.
  • 21 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2023 and 19 closed out, a net change of +2 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2023 was Bank of America, an estimated $9.85M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $445K sold.

Based on aggregated 13F filings for Q4 2023.