VanEck Mortgage REIT Income ETF
MORT
51 hedge funds and large institutions have $26.2M invested in VanEck Mortgage REIT Income ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
13% more funds holding
Funds holding: 45 → 51 (+6)
3% more capital invested
Capital invested by funds: $25.5M → $26.2M (+$718K)
3.38% less ownership
Funds ownership: 18.99% → 15.61% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$1.08M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$915K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$853K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$553K |
| 5 |
LPL Financial
San Diego,
California
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$5.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$809K |
| 3 |
Jane Street
New York
|
-$734K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$536K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$734K | -34,446 | Closed |
|
|
AIP
52
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$201K | -9,435 | Closed |
|
|
NFG
53
Next Financial Group
Houston,
Texas
| – | -$22K | -1,023 | Closed |
|
|
PCG
54
Private Capital Group
West Hartford,
Connecticut
| – | -$2K | -108 | Closed |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1.59K | -69 | -84% |
|
|
LPWM
56
Lake Point Wealth Management
Rockwall,
Texas
| – | -$1K | -53 | Closed |
|
MORT Hedge Fund Activity: Q1 2019 in Review
51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2019, worth a combined $26.2M — up 2.8% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MORT positions and 6 closed out — a net gain of 6 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $1.08M. The largest seller was Peak Financial Management, cutting an estimated $5.91M.
- 51 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2019, up from 45 in Q4 2018.
- Funds reported $26.2M of VanEck Mortgage REIT Income ETF stock for Q1 2019, up 2.8% quarter-over-quarter.
- 12 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2019 and 6 closed out, a net change of +6 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2019 was Driehaus Capital Management, an estimated $1.08M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2019 was Peak Financial Management, an estimated $5.91M sold.
Based on aggregated 13F filings for Q1 2019.