MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

72 hedge funds and large institutions have $59.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 15 closing their positions.

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
13
Closed
15
Calls
$132K
Puts
$70K
Net Calls
+$62K
Net Calls Change
+$79K

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$1.64M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.58M
3
DWM
3
Drive Wealth Management
Utah
$3.3M
4
LPL Financial
4
LPL Financial
California
$9.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$621K

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
OFG
2
OmniStar Financial Group
North Carolina
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$160K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$354K -$39.1K -3,237 -10%
FTS
27
Fifth Third Securities
Ohio
$333K -$23.6K -1,954 -7%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$321K +$5.68K +471 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$299K +$17.4K +1,444 +6%
JIP
30
Jaffetilchin Investment Partners
Florida
$273K -$11.2K -930 -4%
CPRC
31
Consolidated Portfolio Review Corp
New York
$247K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$246K +$246K +20,519 New
Lido Advisors
33
Lido Advisors
California
$230K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$221K +$35K +2,903 +19%
AWAG
35
ARS Wealth Advisors Group
Florida
$219K +$966 +80 +0.4%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$219K +$49.7K +4,121 +29%
Jane Street
37
Jane Street
New York
$184K +$184K +15,273 New
IFWM
38
Institute for Wealth Management
Colorado
$178K – – –
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$160K -$267K -22,100 -62%
SPC
40
Sigma Planning Corp
Michigan
$150K +$1.81K +150 +1%
TCM
41
Triumph Capital Management
Colorado
$149K -$2.69K -223 -2%
AWM
42
Adams Wealth Management
Utah
$138K -$2.22K -184 -2%
CI
43
CacheTech Inc
Utah
$138K -$2.22K -184 -2%
CRWM
44
Castle Rock Wealth Management
California
$138K – – –
EAM
45
Everstar Asset Management
North Carolina
$134K +$134K +11,100 New
HIP
46
HUB Investment Partners
Texas
$127K +$555 +46 +0.4%
AWM
47
AllSquare Wealth Management
New York
$90.5K – – –
HIM
48
Hillsdale Investment Management
Ontario, Canada
$78.2K – – –
IRC
49
Investors Research Corp
Georgia
$63.5K – – –
RIA
50
Realta Investment Advisors
Delaware
$58.5K +$45.1K +3,939 +338%
1
2
3 4