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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
21
Reduced
6
Closed
19
Calls
$151K
Puts
$127K
Net Calls
+$24K
Net Calls Change
+$73K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.93M
4
LPL Financial
4
LPL Financial
California
$6.07M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$956K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AWM
4
Axxcess Wealth Management
California
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
76
Larson Financial Group
Missouri
– -$31.2K -2,747 Closed
CSPIA
77
Cary Street Partners Investment Advisory
Virginia
– -$20.5K -1,800 Closed
RIA
78
Realta Investment Advisors
Delaware
– -$8.62K -717 Closed
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
– -$4.63K -407 Closed
Fidelity Investments
80
Fidelity Investments
Massachusetts
– -$4.05K -356 Closed
Comerica Bank
81
Comerica Bank
Texas
– -$3.06K -269 Closed
CWP
82
Concord Wealth Partners
Virginia
– -$1.5K -132 Closed
Simplex Trading
83
Simplex Trading
Illinois
– -$1K -119 Closed
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