VanEck Mortgage REIT Income ETF
MORT
67 hedge funds and large institutions have $39.8M invested in VanEck Mortgage REIT Income ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
2% more funds holding
Funds holding: 66 → 67 (+1)
1.32% more ownership
Funds ownership: 19.54% → 20.86% (+1.3%)
28% less capital invested
Capital invested by funds: $55.1M → $39.8M (-$15.2M)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.2M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$533K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$394K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$338K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$5M |
| 2 |
Morgan Stanley
New York
|
-$1.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.08M |
| 4 |
HT
HAP Trading
New York
|
-$1M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$724K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | -$1K | -71 | Closed |
|
|
SJIA
77
St. James Investment Advisors
Port Jefferson,
New York
| – | +$274 | +18 | New |
|
MORT Hedge Fund Activity: Q2 2022 in Review
67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2022, worth a combined $39.8M — down 28% from $55.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MORT positions and 12 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.2M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $5M sold.
- 67 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2022, up from 66 in Q1 2022.
- Funds reported $39.8M of VanEck Mortgage REIT Income ETF stock for Q2 2022, down 28% quarter-over-quarter.
- 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.2M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2022.