VanEck Mortgage REIT Income ETF
MORT
62 hedge funds and large institutions have $77.1M invested in VanEck Mortgage REIT Income ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
30% more capital invested
Capital invested by funds: $59.1M → $77.1M (+$18M)
7% more funds holding
Funds holding: 58 → 62 (+4)
2.48% more ownership
Funds ownership: 19.98% → 22.46% (+2.5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.61M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$713K |
| 5 |
Morgan Stanley
New York
|
+$475K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.26M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$689K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$563K |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$526K |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$460K |
MORT Hedge Fund Activity: Q2 2021 in Review
62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2021, worth a combined $77.1M — up 30% from $59.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MORT positions and 7 closed out — a net gain of 6 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $11.9M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $1.26M sold.
- 62 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2021, up from 58 in Q1 2021.
- Funds reported $77.1M of VanEck Mortgage REIT Income ETF stock for Q2 2021, up 30% quarter-over-quarter.
- 13 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2021 and 7 closed out, a net change of +6 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2021 was Bank of America, an estimated $11.9M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2021 was Kingsview Wealth Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q2 2021.