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VanEck Mortgage REIT Income ETF
MORT

57 hedge funds and large institutions have $50.3M invested in VanEck Mortgage REIT Income ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $41.4M → $50.3M (+$8.84M)

10% more funds holding

Funds holding: 52 → 57 (+5)

3.15% more ownership

Funds ownership: 21.06% → 24.21% (+3.1%)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$7.18M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$814K
3
Bank of America
Bank of America
North Carolina
+$773K
4
AFP
Ausdal Financial Partners
Iowa
+$542K
5
UBS Group
UBS Group
Switzerland
+$376K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.04M
2
HT
HAP Trading
New York
-$1.1M
3
TRCT
Tower Research Capital (TRC)
New York
-$881K
4
Morgan Stanley
Morgan Stanley
New York
-$359K
5
ACM
Arlington Capital Management
Illinois
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
51
Advisors Asset Management
Colorado
$6K – – –
IRC
52
Investors Research Corp
Georgia
$6K +$1.96K +83 +46%
APA
53
American Portfolios Advisors
New York
$5.35K – – –
JCM
54
Jacobi Capital Management
Pennsylvania
$5K – – –
GFPC
55
Global Financial Private Capital
Florida
$3K – – –
RFM
56
Royal Fund Management
Florida
$2K – – –
HT
57
HAP Trading
New York
– -$1.1M -47,145 Closed
FAAS
58
First Allied Advisory Services
California
– -$59K -2,545 Closed
IA
59
IFP Advisors
Florida
– -$15K -628 Closed
CAN
60
Claraphi Advisory Network
United States
– -$8K -362 Closed
1 2
3

MORT Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2019, worth a combined $50.3M — up 21% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MORT positions and 4 closed out — a net gain of 6 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.18M. The largest seller was Royal Bank of Canada, cutting an estimated $2.04M.

  • 57 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2019, up from 52 in Q3 2019.
  • Funds reported $50.3M of VanEck Mortgage REIT Income ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2019 was Gradient Investments, an estimated $7.18M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2019.