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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

77 hedge funds and large institutions have $49.9M invested in VanEck Mortgage REIT Income ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
15
Closed
11
Calls
$198K
Puts
$215K
Net Calls
-$17K
Net Calls Change
+$234K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$5.95M
2
OFS
2
OneAscent Financial Services
Alabama
$1.11M
3
LPL Financial
3
LPL Financial
California
$7.84M
4
DWM
4
Drive Wealth Management
Utah
$1.86M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.02M
2
LWM
2
Lionsbridge Wealth Management
Florida
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
51
Mattson Financial Services
Michigan
$46.7K +$46.7K +4,171 New
ACA
52
Aptus Capital Advisors
Alabama
$39.7K – – –
GWANC
53
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.7K – – –
HNB
54
Huntington National Bank
Ohio
$33.6K – – –
Citadel Advisors
55
Citadel Advisors
Florida
$30.1K +$28.7K +2,562 +2,017%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$28.2K +$28.2K +2,517 New
WCM
57
Westend Capital Management
California
$17.6K -$2.23K -207 -11%
US Bancorp
58
US Bancorp
Minnesota
$16.8K – – –
RIA
59
Realta Investment Advisors
Delaware
$13.1K -$694 -62 -5%
IC
60
Innealta Capital
Texas
$11.2K +$11.2K +1,000 New
Simplex Trading
61
Simplex Trading
Illinois
$10K -$13.3K -1,214 -57%
BFA
62
Brown Financial Advisors
Ohio
$8.48K +$8.48K +758 New
AEPWM
63
Atlantic Edge Private Wealth Management
Florida
$6.71K – – –
VDBMI
64
Van Den Berg Management I
Texas
$6.55K – – –
Kayne Anderson Rudnick Investment Management
65
Kayne Anderson Rudnick Investment Management
California
$4.63K +$4.63K +413 New
WIA
66
Wetzel Investment Advisors
Indiana
$4.27K – – –
NA
67
NewEdge Advisors
Louisiana
$4.02K +$101 +9 +3%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$3.47K – – –
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$3K -$972 -115 -24%
AP
70
Aspect Partners
Virginia
$2.8K – – –
HI
71
Harbour Investments
Wisconsin
$1.43K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$828 – – –
FFA
73
Founders Financial Alliance
North Carolina
$672 -$2.27K -203 -77%
AssetMark Inc
74
AssetMark Inc
California
$403 – – –
LC
75
Lindbrook Capital
California
$246 +$22 +2 +10%
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