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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

61 hedge funds and large institutions have $75.5M invested in VanEck Mortgage REIT Income ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.8M
2
GI
2
Gradient Investments
Minnesota
$13.5M
3
LPL Financial
3
LPL Financial
California
$5.87M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$729K
5
Morgan Stanley
5
Morgan Stanley
New York
$11.8M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$872K
3
Creative Planning
3
Creative Planning
Kansas
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
CWG
5
Cornerstone Wealth Group
North Carolina
$569K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$12K – – –
BWA
52
BDO Wealth Advisors
Florida
$12K – – –
LSA
53
Lion Street Advisors
Texas
$3.97K +$3.97K +200 New
Wells Fargo
54
Wells Fargo
California
$3K – – –
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3K +143 New
HI
56
Harbour Investments
Wisconsin
$2K – – –
Barclays
57
Barclays
United Kingdom
$2K +$2K +124 New
AssetMark Inc
58
AssetMark Inc
California
$1K – – –
KWM
59
Kingsview Wealth Management
Oregon
– -$1.26M -67,040 Closed
Creative Planning
60
Creative Planning
Kansas
– -$563K -29,720 Closed
CWM
61
Connecticut Wealth Management
Connecticut
– -$526K -25,452 Closed
CC
62
Claybrook Capital
Massachusetts
– -$361K -19,030 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– -$317K -16,752 Closed
HIM
64
Hillsdale Investment Management
Ontario, Canada
– -$70K -3,700 Closed
EW
65
Evoke Wealth
California
– -$2K -131 Closed
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