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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

55 hedge funds and large institutions have $39.9M invested in VanEck Mortgage REIT Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 16 closing their positions.

Holders
55
Holders Change
-9
Holders Change %
-14.06%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
9
Closed
16
Calls
$116K
Puts
$227K
Net Calls
-$111K
Net Calls Change
+$780K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.1M
2
LPL Financial
2
LPL Financial
California
$4.98M
3
UBS Group
3
UBS Group
Switzerland
$1.51M
4
Goldman Sachs
4
Goldman Sachs
New York
$499K
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$302K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.3M
2
CAN
2
Cetera Advisor Networks
California
$191K
3
AFP
3
Ausdal Financial Partners
Iowa
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
VanEck Associates
5
VanEck Associates
New York
$31K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
51
Concord Wealth Partners
Virginia
$1.59K +$1.59K +132 New
HI
52
Harbour Investments
Wisconsin
$1.54K – – –
AssetMark Inc
53
AssetMark Inc
California
$432 – – –
LC
54
Lindbrook Capital
California
$240 – – –
AFP
55
Ausdal Financial Partners
Iowa
– -$1.77M -156,567 Closed
SPC
56
Sigma Planning Corp
Michigan
– -$842K -74,509 Closed
SW
57
SVB Wealth
Massachusetts
– -$389K -34,400 Closed
GIA
58
Gladstone Institutional Advisory
Florida
– -$287K -25,405 Closed
AWM
59
Axxcess Wealth Management
California
– -$201K -17,749 Closed
RJFSA
60
Raymond James Financial Services Advisors
Florida
– -$150K -13,262 Closed
TC
61
TownSquare Capital
Utah
– -$122K -10,810 Closed
CF
62
Cantor Fitzgerald
New York
– -$116K -10,304 Closed
TRCT
63
Tower Research Capital (TRC)
New York
– -$51K -4,510 Closed
ASN
64
Advisory Services Network
Georgia
– -$48.3K -4,271 Closed
AAS
65
Ameritas Advisory Services
Nebraska
– -$27.2K -2,508 Closed
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
– -$11.3K -1,000 Closed
PGAM
67
Princeton Global Asset Management
New Jersey
– -$5.68K -503 Closed
BTI
68
Blue Trust Inc
Georgia
– -$4K -367 Closed
CIAS
69
Capital Investment Advisory Services
North Carolina
– -$2.73K -241 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
– -$350 -31 Closed
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