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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

64 hedge funds and large institutions have $31.5M invested in VanEck Mortgage REIT Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 18 closing their positions.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
18
Reduced
10
Closed
18
Calls
$223K
Puts
$1.11M
Net Calls
-$891K
Net Calls Change
-$961K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.65M
2
LPL Financial
2
LPL Financial
California
$2.61M
3
AWM
3
Adams Wealth Management
Utah
$1.61M
4
AWM
4
Axxcess Wealth Management
California
$201K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$196K

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.78M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
76
Realta Investment Advisors
Delaware
– – -713 Closed
SWM
77
Spire Wealth Management
Virginia
– – -685 Closed
IA
78
IFP Advisors
Florida
– – -518 Closed
BCMLT
79
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -239 Closed
CWP
80
Concord Wealth Partners
Virginia
– – -132 Closed
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
– – -103 Closed
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$0 13 – –
CFGS
83
Concourse Financial Group Securities
Alabama
– – – –
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4