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VanEck Mortgage REIT Income ETF
MORT

70 hedge funds and large institutions have $55M invested in VanEck Mortgage REIT Income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

0.02% more ownership

Funds ownership: 19% → 19.02% (+0.02%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 72 → 70 (-2)

8% less capital invested

Capital invested by funds: $59.6M → $55M (-$4.62M)

68% less call options, than puts

Call options by funds: $48K | Put options by funds: $148K

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
11
Closed
15
Calls
$48K
Puts
$148K
Net Calls
-$100K
Net Calls Change
-$162K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.26M
2
UBS Group
UBS Group
Switzerland
+$653K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$483K
4
CFP
Cascade Financial Partners
California
+$416K
5
GI
Gradient Investments
Minnesota
+$403K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.26M
2
Bank of America
Bank of America
North Carolina
-$975K
3
Two Sigma Investments
Two Sigma Investments
New York
-$624K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$457K
5
HighTower Advisors
HighTower Advisors
Illinois
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$338K -$31.5K -2,795 -8%
Citadel Advisors
27
Citadel Advisors
Florida
$326K +$346K +30,711 New
SWA
28
Sax Wealth Advisors
New Jersey
$319K – – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$307K +$25.3K +2,251 +8%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$280K +$268K +23,848 +947%
Osaic Holdings
31
Osaic Holdings
Arizona
$256K -$7.67K -681 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$248K +$56.3K +5,000 +27%
JIP
33
Jaffetilchin Investment Partners
Florida
$239K -$1.22K -108 -0.5%
IAIM
34
International Assets Investment Management
Florida
$227K +$239K +21,250 New
CPRC
35
Consolidated Portfolio Review Corp
New York
$217K – – –
Lido Advisors
36
Lido Advisors
California
$202K – – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$194K +$1.39K +123 +0.7%
GHAM
38
Gilman Hill Asset Management
Connecticut
$191K +$203K +18,000 New
Two Sigma Investments
39
Two Sigma Investments
New York
$170K -$624K -55,451 -78%
AWAG
40
ARS Wealth Advisors Group
Florida
$169K -$25.3K -2,246 -12%
IFWM
41
Institute for Wealth Management
Colorado
$157K – – –
AIM
42
Advyzon Investment Management
Illinois
$155K +$164K +14,552 New
TCM
43
Triumph Capital Management
Colorado
$138K +$7.2K +640 +5%
SPC
44
Sigma Planning Corp
Michigan
$132K – – –
HIS
45
Harvest Investment Services
Illinois
$117K +$124K +11,004 New
HIP
46
HUB Investment Partners
Texas
$113K +$1.45K +129 +1%
TSS
47
Two Sigma Securities
New York
$113K +$119K +10,601 New
HIM
48
Hillsdale Investment Management
Ontario, Canada
$94.8K +$27.6K +2,450 +38%
AWM
49
AllSquare Wealth Management
New York
$79.7K – – –
HCM
50
Hollencrest Capital Management
California
$74.8K +$79.2K +7,040 New
1
2
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MORT Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2024, worth a combined $55M — down 7.8% from $59.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MORT and 14 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Morgan Stanley, cutting an estimated $2.26M.

  • 70 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2024, down from 72 in Q3 2024.
  • Funds reported $55M of VanEck Mortgage REIT Income ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2024 and 15 closed out, a net change of -1 holder.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2024 was LPL Financial, an estimated $1.26M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.26M sold.

Based on aggregated 13F filings for Q4 2024.