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VanEck Mortgage REIT Income ETF

67 hedge funds and large institutions have $39.8M invested in VanEck Mortgage REIT Income ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 6667 (+1)

1.32% more ownership

Funds ownership: 19.54%20.86% (+1.3%)

28% less capital invested

Capital invested by funds: $55.1M → $39.8M (-$15.2M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
20
Closed
12
Calls
$382K
Puts
Net Calls
+$382K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ahrens Investment Partners
Louisiana
$8K
BWA
52
BDO Wealth Advisors
Florida
$8K
RG
53
Retirement Group
California
$7K
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$7K +$6.03K +396 +338%
VanEck Associates
55
VanEck Associates
New York
$4K -$580K -38,076 -99%
MCC
56
Money Concepts Capital
Florida
$4K -$52.4K -3,441 -92%
BCMLT
57
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$4K
CA
59
CoreCap Advisors
Michigan
$3K +$3.21K +211 New
FLC
60
Fifth Lane Capital
Texas
$3K +$3.43K +225 New
AssetMark Inc
61
AssetMark Inc
California
$2K +$61 +4 +3%
CWP
62
Concord Wealth Partners
Virginia
$2K +$2.01K +132 New
HI
63
Harbour Investments
Wisconsin
$2K +$2.33K +153 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$14 -$10.6K -697 -41%
AWA
65
Aaron Wealth Advisors
Illinois
-$5M -85,400 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$1.08M -63,362 Closed
HT
67
HAP Trading
New York
-$1M -58,757 Closed
ASN
68
Advisory Services Network
Georgia
-$724K -42,372 Closed
CA
69
Cetera Advisors
Colorado
-$342K -20,008 Closed
OCM
70
Orleans Capital Management
Louisiana
-$214K -12,500 Closed
LIA
71
LBMC Investment Advisors
Tennessee
-$194K -11,373 Closed
BCI
72
Brinker Capital Investments
Pennsylvania
-$180K -10,550 Closed
JP Morgan Chase
73
JP Morgan Chase
New York
-$18K -1,065 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
-$5K -312 Closed
AWMS
75
Advocacy Wealth Management Services
Georgia
-$3K -200 Closed

MORT Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2022, worth a combined $39.8M — down 28% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MORT positions and 12 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.2M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $5M sold.

  • 67 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2022, up from 66 in Q1 2022.
  • Funds reported $39.8M of VanEck Mortgage REIT Income ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.2M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2022.