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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

77 hedge funds and large institutions have $49.9M invested in VanEck Mortgage REIT Income ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
15
Closed
11
Calls
$198K
Puts
$215K
Net Calls
-$17K
Net Calls Change
+$234K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$5.95M
2
OFS
2
OneAscent Financial Services
Alabama
$1.11M
3
LPL Financial
3
LPL Financial
California
$7.84M
4
DWM
4
Drive Wealth Management
Utah
$1.86M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.02M
2
LWM
2
Lionsbridge Wealth Management
Florida
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
26
Fifth Third Securities
Ohio
$331K +$331K +29,567 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$309K +$21K +1,879 +7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$298K -$199K -17,752 -40%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$293K +$29.5K +2,632 +11%
JIP
30
Jaffetilchin Investment Partners
Florida
$263K -$18.4K -1,643 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$261K +$1.96K +175 +0.8%
CPRC
32
Consolidated Portfolio Review Corp
New York
$229K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$228K +$149K +13,280 +187%
Lido Advisors
34
Lido Advisors
California
$213K – – –
TSS
35
Two Sigma Securities
New York
$205K +$205K +18,337 New
AWAG
36
ARS Wealth Advisors Group
Florida
$202K -$28K -2,500 -12%
IAIM
37
International Assets Investment Management
Florida
$187K – – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$173K +$23.6K +2,109 +16%
IFWM
39
Institute for Wealth Management
Colorado
$165K – – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$157K +$12.5K +1,119 +9%
TCM
41
Triumph Capital Management
Colorado
$141K +$141K +12,596 New
SPC
42
Sigma Planning Corp
Michigan
$138K +$5.6K +500 +4%
CRWM
43
Castle Rock Wealth Management
California
$131K – – –
AWM
44
Adams Wealth Management
Utah
$130K -$25.2K -2,248 -16%
CI
45
CacheTech Inc
Utah
$130K +$130K +11,635 New
HIP
46
HUB Investment Partners
Texas
$117K +$582 +52 +0.5%
AWM
47
AllSquare Wealth Management
New York
$83.9K – – –
HIM
48
Hillsdale Investment Management
Ontario, Canada
$72.5K +$10.6K +950 +17%
IRC
49
Investors Research Corp
Georgia
$58.8K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$57.1K +$57K +5,092 +72,743%
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