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VanEck Mortgage REIT Income ETF
MORT

57 hedge funds and large institutions have $87.5M invested in VanEck Mortgage REIT Income ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more capital invested

Capital invested by funds: $40.7M → $87.5M (+$46.8M)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

15.03% more ownership

Funds ownership: 22.75% → 37.78% (+15%)

8% more funds holding

Funds holding: 53 → 57 (+4)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
19
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
+$29.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.29M
3
Bank of America
Bank of America
North Carolina
+$4.56M
4
Goldman Sachs
Goldman Sachs
New York
+$580K
5
LPL Financial
LPL Financial
California
+$499K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$1.19M
2
Ameriprise
Ameriprise
Minnesota
-$1.09M
3
FTUS
Flow Traders U.S.
New York
-$1.08M
4
Morgan Stanley
Morgan Stanley
New York
-$470K
5
AWCI
Alpine Woods Capital Investors
New York
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$11K – – –
BWA
52
BDO Wealth Advisors
Florida
$7K +$6.13K +400 New
Wells Fargo
53
Wells Fargo
California
$3K +$2.13K +139 +463%
AssetMark Inc
54
AssetMark Inc
California
$1K – – –
Ameriprise
55
Ameriprise
Minnesota
– -$1.09M -78,622 Closed
FTUS
56
Flow Traders U.S.
New York
– -$1.08M -77,484 Closed
AWCI
57
Alpine Woods Capital Investors
New York
– -$418K -30,000 Closed
SCM
58
Symons Capital Management
Pennsylvania
– -$390K -27,981 Closed
BCM
59
BlueCrest Capital Management
Jersey
– -$197K -14,150 Closed
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
– -$151K -10,868 Closed
AIM
61
Anchor Investment Management
South Carolina
– -$26.1K -1,876 Closed
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
– -$25K -1,800 Closed
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -599 Closed
QCG
64
Quadrant Capital Group
Ohio
– -$8K -591 Closed
FFA
65
Founders Financial Alliance
North Carolina
– -$6K -418 Closed
APA
66
American Portfolios Advisors
New York
– -$3.1K -223 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– +$15 +1 New
FWM
68
Focused Wealth Management
New York
– +$169 +11 New
1 2
3

MORT Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2020, worth a combined $87.5M — up 115% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MORT positions and 12 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $29.5M. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.19M.

  • 57 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $87.5M of VanEck Mortgage REIT Income ETF stock for Q4 2020, up 115% quarter-over-quarter.
  • 17 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2020 and 12 closed out, a net change of +5 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2020 was IEQ Capital, an estimated $29.5M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2020 was Tower Research Capital (TRC), an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2020.