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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

72 hedge funds and large institutions have $59.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 15 closing their positions.

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
13
Closed
15
Calls
$132K
Puts
$70K
Net Calls
+$62K
Net Calls Change
+$79K

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$1.64M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.58M
3
DWM
3
Drive Wealth Management
Utah
$3.3M
4
LPL Financial
4
LPL Financial
California
$9.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$621K

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
OFG
2
OmniStar Financial Group
North Carolina
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$160K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
51
Future Financial Wealth Management
Ohio
$54.3K +$54.3K +4,500 New
MFS
52
Mattson Financial Services
Michigan
$46.7K – – –
HNB
53
Huntington National Bank
Ohio
$36.2K -$33.6K – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$35.3K -$26.2K -2,173 -43%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$30.4K – – –
WCM
56
Westend Capital Management
California
$19.7K – – –
US Bancorp
57
US Bancorp
Minnesota
$18.1K – – –
Simplex Trading
58
Simplex Trading
Illinois
$8K -$2.89K -243 -27%
AEPWM
59
Atlantic Edge Private Wealth Management
Florida
$7.24K – – –
VDBMI
60
Van Den Berg Management I
Texas
$7.06K – – –
HR
61
Howe & Rusling
New York
$4.39K +$4.39K +364 New
HGERS
62
Householder Group Estate & Retirement Specialist
Arizona
$4K +$22 +2 +0.6%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$3.87K – – –
AP
64
Aspect Partners
Virginia
$3.62K +$604 +50 +20%
PW
65
Paladin Wealth
Minnesota
$3.22K +$3.22K +267 New
B
66
Birchbrook
Maine
$1K +$1K +83 New
FFA
67
Founders Financial Alliance
North Carolina
$725 – – –
AssetMark Inc
68
AssetMark Inc
California
$435 – – –
LC
69
Lindbrook Capital
California
$266 – – –
HI
70
Harbour Investments
Wisconsin
$121 -$1.43K -118 -92%
PFBT
71
Parkside Financial Bank & Trust
Missouri
$13 +$13 +1 New
Wells Fargo
72
Wells Fargo
California
$12 – – –
OFS
73
OneAscent Financial Services
Alabama
– -$1.11M -98,920 Closed
OFG
74
OmniStar Financial Group
North Carolina
– -$434K -38,799 Closed
TRCT
75
Tower Research Capital (TRC)
New York
– -$228K -20,367 Closed
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