We are live on ! Find out more
MORT icon

VanEck Mortgage REIT Income ETF
MORT

68 hedge funds and large institutions have $33.1M invested in VanEck Mortgage REIT Income ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

200% more call options, than puts

Call options by funds: $105K | Put options by funds: $35K

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $25.6M → $33.1M (+$7.5M)

10% more funds holding

Funds holding: 62 → 68 (+6)

2.36% more ownership

Funds ownership: 17.95% → 20.32% (+2.4%)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
8
Closed
10
Calls
$105K
Puts
$35K
Net Calls
+$70K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$3.63M
2
SPC
Sigma Planning Corp
Michigan
+$737K
3
VanEck Associates
VanEck Associates
New York
+$689K
4
FAM
Flaharty Asset Management
Florida
+$646K
5
UBS Group
UBS Group
Switzerland
+$619K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$967K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$510K
3
LPL Financial
LPL Financial
California
-$453K
4
AWS
AJ Wealth Strategies
New York
-$380K
5
SA
SFI Advisors
New Jersey
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
51
Realta Investment Advisors
Delaware
$8.31K +$96 +8 +1%
SWM
52
Spire Wealth Management
Virginia
$8K – – –
Wells Fargo
53
Wells Fargo
California
$7.6K -$36.7K -3,051 -82%
BWA
54
BDO Wealth Advisors
Florida
$7K – – –
VDBMI
55
Van Den Berg Management I
Texas
$6.83K +$7.03K +585 New
PGAM
56
Princeton Global Asset Management
New Jersey
$6K – – –
RG
57
Retirement Group
California
$6K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$5.19K +$5.35K +445 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$3.53K +$192 +16 +6%
BCMLT
60
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.79K – – –
CA
61
CoreCap Advisors
Michigan
$2.46K +$2.54K +211 New
CWP
62
Concord Wealth Partners
Virginia
$1.54K +$1.59K +132 New
HI
63
Harbour Investments
Wisconsin
$1.49K -$300 -25 -16%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$1.2K +$1.24K +103 New
AssetMark Inc
65
AssetMark Inc
California
$420 -$685 -57 -61%
LC
66
Lindbrook Capital
California
$233 – – –
SJIA
67
St. James Investment Advisors
New York
$220 +$12 +1 +6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
– -$510K -46,109 Closed
AWS
69
AJ Wealth Strategies
New York
– -$380K -34,400 Closed
SA
70
SFI Advisors
New Jersey
– -$216K -19,554 Closed
RJFSA
71
Raymond James Financial Services Advisors
Florida
– -$151K -13,646 Closed
DTL
72
Dynamic Technology Lab
Singapore
– -$136K -12,330 Closed
HIP
73
HUB Investment Partners
Texas
– -$133K -12,065 Closed
RCM
74
RB Capital Management
Nevada
– -$119K -10,784 Closed
Truist Financial
75
Truist Financial
North Carolina
– -$115K -10,435 Closed
1 2
3
4

MORT Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2022, worth a combined $33.1M — up 29% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MORT positions and 10 closed out — a net gain of 7 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.63M. The largest seller was Susquehanna International Group, cutting an estimated $967K.

  • 68 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $33.1M of VanEck Mortgage REIT Income ETF stock for Q4 2022, up 29% quarter-over-quarter.
  • 17 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2022 and 10 closed out, a net change of +7 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2022 was Bank of America, an estimated $3.63M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2022 was Susquehanna International Group, an estimated $967K sold.

Based on aggregated 13F filings for Q4 2022.