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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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
Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.1%
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

1
Bank of America
1
Bank of America
North Carolina
$8.09M
2
SPC
2
Sigma Planning Corp
Michigan
$716K
3
VanEck Associates
3
VanEck Associates
New York
$673K
4
FAM
4
Flaharty Asset Management
Florida
$628K
5
UBS Group
5
UBS Group
Switzerland
$968K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$172K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
LPL Financial
3
LPL Financial
California
$2.18M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
SA
5
SFI Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Realta Investment Advisors
Delaware
$8.32K +$93 +8 +1%
SWM
52
Spire Wealth Management
Virginia
$8K – – –
Wells Fargo
53
Wells Fargo
California
$7.6K -$35.6K -3,051 -82%
BWA
54
BDO Wealth Advisors
Florida
$7K – – –
VDBMI
55
Van Den Berg Management I
Texas
$6.83K +$6.83K +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 +$5.19K +445 New
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$3.53K +$186 +16 +6%
BCMLT
60
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.79K – – –
CA
61
CoreCap Advisors
Michigan
$2.46K +$2.46K +211 New
CWP
62
Concord Wealth Partners
Virginia
$1.54K +$1.54K +132 New
HI
63
Harbour Investments
Wisconsin
$1.49K -$292 -25 -16%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$1.2K +$1.2K +103 New
AssetMark Inc
65
AssetMark Inc
California
$420 -$665 -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
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