VanEck Mortgage REIT Income ETF
MORT
65 hedge funds and large institutions have $61.6M invested in VanEck Mortgage REIT Income ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 19 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
63% more capital invested
Capital invested by funds: $37.8M → $61.6M (+$23.7M)
19% more call options, than puts
Call options by funds: $151K | Put options by funds: $127K
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
6.55% more ownership
Funds ownership: 18.23% → 24.78% (+6.6%)
0% more funds holding
Funds holding: 65 → 65 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.85M |
| 2 |
Morgan Stanley
New York
|
+$5.08M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.79M |
| 4 |
LPL Financial
San Diego,
California
|
+$983K |
| 5 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$445K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$264K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$229K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$202K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$160K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
76
Larson Financial Group
St Louis,
Missouri
| – | -$31.2K | -2,747 | Closed |
|
|
CSPIA
77
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$20.5K | -1,800 | Closed |
|
|
RIA
78
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8.62K | -717 | Closed |
|
79
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.63K | -407 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | -$4.05K | -356 | Closed |
|
81
Comerica Bank
Dallas,
Texas
| – | -$3.06K | -269 | Closed |
|
|
CWP
82
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.5K | -132 | Closed |
|
83
Simplex Trading
Chicago,
Illinois
| – | -$1K | -119 | Closed |
|
MORT Hedge Fund Activity: Q4 2023 in Review
65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2023, worth a combined $61.6M — up 63% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MORT positions and 19 closed out — a net gain of 2 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $9.85M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $445K.
- 65 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $61.6M of VanEck Mortgage REIT Income ETF stock for Q4 2023, up 63% quarter-over-quarter.
- 21 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2023 and 19 closed out, a net change of +2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q4 2023 was Bank of America, an estimated $9.85M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $445K sold.
Based on aggregated 13F filings for Q4 2023.