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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

64 hedge funds and large institutions have $31.5M invested in VanEck Mortgage REIT Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 18 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
18
Reduced
10
Closed
18
Calls
$223K
Puts
$1.11M
Net Calls
-$891K
Net Calls Change
-$961K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.65M
2
LPL Financial
2
LPL Financial
California
$2.61M
3
AWM
3
Adams Wealth Management
Utah
$1.61M
4
AWM
4
Axxcess Wealth Management
California
$201K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$196K

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.78M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
51
BDO Wealth Advisors
Florida
$6.78K 600 – –
VDBMI
52
Van Den Berg Management I
Texas
$6.61K 585 – –
AIP
53
Ahrens Investment Partners
Louisiana
$6.33K 560 +560 New
RG
54
Retirement Group
California
$6K 520 – –
PGAM
55
Princeton Global Asset Management
New Jersey
$5.68K 503 – –
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$5K 460 +460 New
BTI
57
Blue Trust Inc
Georgia
$4K 367 +367 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$3.42K 303 – –
CIAS
59
Capital Investment Advisory Services
North Carolina
$2.73K 241 +241 New
HI
60
Harbour Investments
Wisconsin
$1.45K 128 – –
AssetMark Inc
61
AssetMark Inc
California
$407 36 – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$350 31 -414 -93%
LC
63
Lindbrook Capital
California
$226 20 – –
LCWP
64
Legacy Capital Wealth Partners
Arkansas
– – -108,277 Closed
FAM
65
Flaharty Asset Management
Florida
– – -53,811 Closed
UCFA
66
United Capital Financial Advisors
Texas
– – -35,016 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
– – -21,416 Closed
GHAM
68
Gilman Hill Asset Management
Connecticut
– – -20,000 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– – -15,292 Closed
FFWM
70
Future Financial Wealth Management
Ohio
– – -12,696 Closed
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
– – -6,104 Closed
CG
72
Cutler Group
California
– – -2,832 Closed
MCC
73
Money Concepts Capital
Florida
– – -2,142 Closed
FWM
74
Focused Wealth Management
New York
– – -872 Closed
SPIA
75
Steward Partners Investment Advisory
New York
– – -790 Closed
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