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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

77 hedge funds and large institutions have $44.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
17
Reduced
16
Closed
11
Calls
$70K
Puts
$321K
Net Calls
-$251K
Net Calls Change
-$275K

Top Buyers

1
DWM
1
Drive Wealth Management
Utah
$1.5M
2
LPL Financial
2
LPL Financial
California
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$764K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$626K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$518K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.56M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.32M
4
RJA
4
Raymond James & Associates
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.49K
Name Market Value Shares Shares
Change 		Shares
Change %
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.5K 3,546 – –
ACA
52
Aptus Capital Advisors
Alabama
$41.5K 3,546 – –
Simplex Trading
53
Simplex Trading
Illinois
$24K 2,130 +2,130 New
WCM
54
Westend Capital Management
California
$21.5K 1,842 +1,842 New
US Bancorp
55
US Bancorp
Minnesota
$17.5K 1,500 – –
PA
56
Parallel Advisors
California
$16.4K 1,400 +1,400 New
RIA
57
Realta Investment Advisors
Delaware
$14.4K 1,229 +1,229 New
GI
58
Gradient Investments
Minnesota
$8.47K 724 – –
AEPWM
59
Atlantic Edge Private Wealth Management
Florida
$7.01K 600 – –
VDBMI
60
Van Den Berg Management I
Texas
$6.84K 585 – –
RG
61
Retirement Group
California
$6.08K 520 – –
HGERS
62
Householder Group Estate & Retirement Specialist
Arizona
$5.49K 470 – –
S
63
SignatureFD
Georgia
$4.38K 375 +375 New
NA
64
NewEdge Advisors
Louisiana
$4.09K 350 – –
WIA
65
Wetzel Investment Advisors
Indiana
$3.84K 365 – –
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$3.61K 321 +18 +6%
FFA
67
Founders Financial Alliance
North Carolina
$3.08K 263 +263 New
AP
68
Aspect Partners
Virginia
$2.92K 250 +50 +25%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$2.39K 204 – –
HI
70
Harbour Investments
Wisconsin
$1.5K 128 – –
Citadel Advisors
71
Citadel Advisors
Florida
$1.49K 127 -24,317 -99%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$865 74 -11,797 -99%
AssetMark Inc
73
AssetMark Inc
California
$421 36 – –
DF
74
DecisionPoint Financial
Arizona
$272 25 +25 New
LC
75
Lindbrook Capital
California
$234 20 – –
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