VanEck Mortgage REIT Income ETF
MORT
52 hedge funds and large institutions have $41.4M invested in VanEck Mortgage REIT Income ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 7 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
32% more capital invested
Capital invested by funds: $31.4M → $41.4M (+$10.1M)
3.93% more ownership
Funds ownership: 17.13% → 21.06% (+3.9%)
0% more funds holding
Funds holding: 52 → 52 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.94M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.13M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.1M |
| 4 |
HT
HAP Trading
New York
|
+$1.08M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.07M |
| 2 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
-$275K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$200K |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$141K |
| 5 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
|
AAS
52
Avantax Advisory Services
Dallas,
Texas
| – | -$200K | -8,645 | Closed |
|
|
SFG
53
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$136K | -5,885 | Closed |
|
|
CWA
54
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$44K | -1,884 | Closed |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$14.3K | -625 | Closed |
|
|
PCG
56
Private Capital Group
West Hartford,
Connecticut
| – | -$3K | -108 | Closed |
|
MORT Hedge Fund Activity: Q3 2019 in Review
52 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2019, worth a combined $41.4M — up 32% from $31.4M a quarter earlier.
Fund positioning in MORT was balanced in Q3 2019: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $2.94M. The largest seller was Jane Street, cutting an estimated $1.07M.
- 52 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $41.4M of VanEck Mortgage REIT Income ETF stock for Q3 2019, up 32% quarter-over-quarter.
- 7 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2019 and 7 closed out, a net change of 0 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2019 was Bank of America, an estimated $2.94M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2019 was Jane Street, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2019.