MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

65 hedge funds and large institutions have $61.6M invested in VanEck Mortgage REIT Income ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
21
Reduced
6
Closed
19
Calls
$151K
Puts
$127K
Net Calls
+$24K
Net Calls Change
+$73K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.93M
4
LPL Financial
4
LPL Financial
California
$6.07M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$956K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AWM
4
Axxcess Wealth Management
California
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
Gradient Investments
Minnesota
$8.56K – – –
AEPWM
52
Atlantic Edge Private Wealth Management
Florida
$7.09K +$7.09K +600 New
VDBMI
53
Van Den Berg Management I
Texas
$6.92K – – –
RG
54
Retirement Group
California
$6.15K – – –
HGERS
55
Householder Group Estate & Retirement Specialist
Arizona
$5K +$53 +5 +1%
NA
56
NewEdge Advisors
Louisiana
$4.13K +$248 +21 +6%
WIA
57
Wetzel Investment Advisors
Indiana
$4K +$4K +365 New
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$3.56K – – –
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$2.41K -$1.17K -99 -33%
AP
60
Aspect Partners
Virginia
$2.36K +$2.36K +200 New
HI
61
Harbour Investments
Wisconsin
$1.51K – – –
AssetMark Inc
62
AssetMark Inc
California
$426 – – –
LC
63
Lindbrook Capital
California
$236 – – –
Wells Fargo
64
Wells Fargo
California
$17 -$50.6K -2,978 -100%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$264K -23,254 Closed
FTUS
66
Flow Traders U.S.
New York
– -$229K -20,098 Closed
AWM
67
Axxcess Wealth Management
California
– -$202K -17,800 Closed
KPWS
68
Kestra Private Wealth Services
Texas
– -$160K -14,043 Closed
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
– -$149K -13,126 Closed
HIM
70
Hillsdale Investment Management
Ontario, Canada
– -$125K -11,010 Closed
SPC
71
Sigma Planning Corp
Michigan
– -$120K -10,550 Closed
Mariner
72
Mariner
Kansas
– -$116K -10,231 Closed
MSAM
73
Moloney Securities Asset Management
Missouri
– -$114K -10,058 Closed
PTC
74
Private Trust Company
Ohio
– -$45.1K -3,963 Closed
IF
75
Integrity Financial
Wyoming
– -$32.3K -2,844 Closed
1 2
3
4