VanEck Mortgage REIT Income ETF
MORT
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.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
18% more funds holding
Funds holding: 55 → 65 (+10)
0.43% less ownership
Funds ownership: 18.66% → 18.23% (-0.43%)
5% less capital invested
Capital invested by funds: $39.9M → $37.8M (-$2.05M)
47% less call options, than puts
Call options by funds: $55K | Put options by funds: $104K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.21M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$482K |
| 3 |
Morgan Stanley
New York
|
+$379K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$324K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$1.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.12M |
| 3 |
Goldman Sachs
New York
|
-$499K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$375K |
| 5 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$151K |
MORT Hedge Fund Activity: Q3 2023 in Review
65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2023, worth a combined $37.8M — down 5.1% from $39.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MORT positions and 5 closed out — a net gain of 12 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $1.21M. The largest seller was Adams Wealth Management, cutting an estimated $1.49M.
- 65 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2023, up from 55 in Q2 2023.
- Funds reported $37.8M of VanEck Mortgage REIT Income ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
- 17 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2023 and 5 closed out, a net change of +12 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2023 was Bank of America, an estimated $1.21M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2023 was Adams Wealth Management, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2023.