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VanEck Mortgage REIT Income ETF
MORT

77 hedge funds and large institutions have $44.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

18% more funds holding

Funds holding: 65 → 77 (+12)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

8.17% less ownership

Funds ownership: 24.78% → 16.62% (-8.2%)

28% less capital invested

Capital invested by funds: $61.6M → $44.6M (-$17M)

78% less call options, than puts

Call options by funds: $70K | Put options by funds: $321K

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
17
Reduced
16
Closed
11
Calls
$70K
Puts
$321K
Net Calls
-$251K
Net Calls Change
-$275K

Top Buyers

Rank Fund Capital Flow
1
DWM
Drive Wealth Management
Utah
+$1.46M
2
LPL Financial
LPL Financial
California
+$1.27M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$740K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$606K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$501K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$8.04M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.19M
3
Morgan Stanley
Morgan Stanley
New York
-$6.91M
4
RJA
Raymond James & Associates
Florida
-$328K
5
Citadel Advisors
Citadel Advisors
Florida
-$275K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$294K -$40.5K -3,576 -12%
Goldman Sachs
27
Goldman Sachs
New York
$282K -$174K -15,390 -39%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$275K +$81.7K +7,218 +44%
Osaic Holdings
29
Osaic Holdings
Arizona
$271K -$30.6K -2,702 -10%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$264K +$255K +22,571 New
PI
31
PFG Investments
New York
$249K +$241K +21,285 New
AWAG
32
ARS Wealth Advisors Group
Florida
$241K +$70.4K +6,225 +43%
CPRC
33
Consolidated Portfolio Review Corp
New York
$239K -$57K -5,033 -20%
GM
34
GeoWealth Management
Illinois
$224K +$72.1K +6,374 +50%
Lido Advisors
35
Lido Advisors
California
$222K – – –
IAIM
36
International Assets Investment Management
Florida
$188K -$56.9K -5,025 -23%
IFWM
37
Institute for Wealth Management
Colorado
$173K – – –
AWM
38
Adams Wealth Management
Utah
$162K -$11.4K -1,008 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$156K +$31.2K +2,759 +26%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$151K +$28.3K +2,500 +24%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$144K +$139K +12,304 New
SPC
42
Sigma Planning Corp
Michigan
$138K +$134K +11,800 New
CRWM
43
Castle Rock Wealth Management
California
$132K +$138K +12,173 New
FTUS
44
Flow Traders U.S.
New York
$129K +$125K +11,040 New
HIP
45
HUB Investment Partners
Texas
$122K -$22K -1,945 -16%
AWM
46
AllSquare Wealth Management
New York
$87.7K – – –
TRCT
47
Tower Research Capital (TRC)
New York
$82.8K +$80.2K +7,087 New
HIM
48
Hillsdale Investment Management
Ontario, Canada
$64.6K +$62.6K +5,530 New
IRC
49
Investors Research Corp
Georgia
$61.5K – – –
FFWM
50
Future Financial Wealth Management
Ohio
$52.6K +$50.9K +4,500 New
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MORT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2024, worth a combined $44.6M — down 28% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MORT positions and 11 closed out — a net gain of 12 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Drive Wealth Management, opening a new position worth an estimated $1.46M. The largest seller was Bank of America, cutting an estimated $8.04M.

  • 77 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $44.6M of VanEck Mortgage REIT Income ETF stock for Q1 2024, down 28% quarter-over-quarter.
  • 23 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2024 and 11 closed out, a net change of +12 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2024 was Drive Wealth Management, an estimated $1.46M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2024 was Bank of America, an estimated $8.04M sold.

Based on aggregated 13F filings for Q1 2024.