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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.12%
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

1
DWM
1
Drive Wealth Management
Utah
$1.5M
2
LPL Financial
2
LPL Financial
California
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$764K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$626K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$518K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.56M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.32M
4
RJA
4
Raymond James & Associates
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.49K
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
26
Jaffetilchin Investment Partners
Florida
$294K 25,155 -3,576 -12%
Goldman Sachs
27
Goldman Sachs
New York
$282K 24,121 -15,390 -39%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$275K 23,517 +7,218 +44%
Osaic Holdings
29
Osaic Holdings
Arizona
$271K 23,149 -2,702 -10%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$264K 22,571 +22,571 New
PI
31
PFG Investments
New York
$249K 21,285 +21,285 New
AWAG
32
ARS Wealth Advisors Group
Florida
$241K 20,575 +6,225 +43%
CPRC
33
Consolidated Portfolio Review Corp
New York
$239K 20,465 -5,033 -20%
GM
34
GeoWealth Management
Illinois
$224K 19,203 +6,374 +50%
Lido Advisors
35
Lido Advisors
California
$222K 19,030 – –
IAIM
36
International Assets Investment Management
Florida
$188K 16,700 -5,025 -23%
IFWM
37
Institute for Wealth Management
Colorado
$173K 14,775 – –
AWM
38
Adams Wealth Management
Utah
$162K 13,883 -1,008 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$156K 13,320 +2,759 +26%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$151K 12,878 +2,500 +24%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$144K 12,304 +12,304 New
SPC
42
Sigma Planning Corp
Michigan
$138K 11,800 +11,800 New
CRWM
43
Castle Rock Wealth Management
California
$132K 12,173 +12,173 New
FTUS
44
Flow Traders U.S.
New York
$129K 11,040 +11,040 New
HIP
45
HUB Investment Partners
Texas
$122K 10,418 -1,945 -16%
AWM
46
AllSquare Wealth Management
New York
$87.7K 7,500 – –
TRCT
47
Tower Research Capital (TRC)
New York
$82.8K 7,087 +7,087 New
HIM
48
Hillsdale Investment Management
Ontario, Canada
$64.6K 5,530 +5,530 New
IRC
49
Investors Research Corp
Georgia
$61.5K 5,258 – –
FFWM
50
Future Financial Wealth Management
Ohio
$52.6K 4,500 +4,500 New
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