MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

69 hedge funds and large institutions have $63.7M invested in VanEck Mortgage REIT Income ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
10
Closed
8
Calls
$530K
Puts
$3K
Net Calls
+$527K
Net Calls Change
+$286K

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$1.11M
2
SPIA
2
Steward Partners Investment Advisory
New York
$934K
3
Morgan Stanley
3
Morgan Stanley
New York
$11.7M
4
Bank of America
4
Bank of America
North Carolina
$8.69M
5
RJA
5
Raymond James & Associates
Florida
$764K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18K
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
51
Princeton Global Asset Management
New Jersey
$12K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$11K – – –
BWA
53
BDO Wealth Advisors
Florida
$11K – – –
AIP
54
Ahrens Investment Partners
Louisiana
$10K +$10K +560 New
RG
55
Retirement Group
California
$9K +$9K +520 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$6K +$2.76K +156 +85%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$5K +$5K +275 New
MCC
58
Money Concepts Capital
Florida
$5K +$5K +300 New
CA
59
CoreCap Advisors
Michigan
$4K +$4K +211 New
HI
60
Harbour Investments
Wisconsin
$3K – – –
CG
61
Cutler Group
California
$3K +$3K +200 New
AIC
62
Archer Investment Corporation
Indiana
$2.87K +$2.87K +160 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$2K – – –
AssetMark Inc
64
AssetMark Inc
California
$2K +$1.48K +102 +283%
AF
65
Advisornet Financial
Minnesota
$2K +$2K +125 New
FHC
66
First Heartland Consultants
Missouri
$329 -$97 -5,405 -23%
TRCT
67
Tower Research Capital (TRC)
New York
– -$1M -52,759 Closed
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$888K -46,695 Closed
KWM
69
Kingsview Wealth Management
Oregon
– -$735K -38,656 Closed
FTUS
70
Flow Traders U.S.
New York
– -$299K -15,709 Closed
AWA
71
Arkadios Wealth Advisors
Georgia
– -$69K -3,630 Closed
TF
72
Tompkins Financial
New York
– -$59K -3,100 Closed
Vontobel Holding
73
Vontobel Holding
Switzerland
– -$19K -1,000 Closed
Barclays
74
Barclays
United Kingdom
– -$6K -293 Closed
1 2
3