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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

65 hedge funds and large institutions have $37.8M invested in VanEck Mortgage REIT Income ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
9
Closed
5
Calls
$55K
Puts
$104K
Net Calls
-$49K
Net Calls Change
+$62K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.18M
2
Bessemer Group
2
Bessemer Group
New Jersey
$464K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.02M
5
FTUS
5
Flow Traders U.S.
New York
$229K

Top Sellers

1
AWM
1
Adams Wealth Management
Utah
$251K
2
UBS Group
2
UBS Group
Switzerland
$348K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12M
5
SIC
5
Samalin Investment Counsel
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
51
Retirement Group
California
$5.91K – – –
HGERS
52
Householder Group Estate & Retirement Specialist
Arizona
$5.29K +$5.29K +465 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$4.63K +$4.63K +407 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$4.05K +$4.05K +356 New
NA
55
NewEdge Advisors
Louisiana
$3.74K +$3.74K +329 New
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$3.45K +$3.45K +303 New
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$3.24K – – –
Comerica Bank
58
Comerica Bank
Texas
$3.06K +$3.06K +269 New
CG
59
Cutler Group
California
$3K -$7K -700 -70%
CWP
60
Concord Wealth Partners
Virginia
$1.5K – – –
HI
61
Harbour Investments
Wisconsin
$1.46K – – –
Simplex Trading
62
Simplex Trading
Illinois
$1K +$1K +119 New
AssetMark Inc
63
AssetMark Inc
California
$409 – – –
LC
64
Lindbrook Capital
California
$227 – – –
Goldman Sachs
65
Goldman Sachs
New York
– -$499K -41,541 Closed
SIC
66
Samalin Investment Counsel
New York
– -$151K -12,608 Closed
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
– -$134K -11,122 Closed
PA
68
PFG Advisors
Arizona
– -$127K -10,588 Closed
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
– -$91.4K -7,610 Closed
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