VanEck Mortgage REIT Income ETF
MORT
77 hedge funds and large institutions have $44.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
18% more funds holding
Funds holding: 65 → 77 (+12)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
8.17% less ownership
Funds ownership: 24.78% → 16.62% (-8.2%)
28% less capital invested
Capital invested by funds: $61.6M → $44.6M (-$17M)
78% less call options, than puts
Call options by funds: $70K | Put options by funds: $321K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$1.46M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.27M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$740K |
| 4 |
D.E. Shaw & Co
New York
|
+$606K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.04M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.19M |
| 3 |
Morgan Stanley
New York
|
-$6.91M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$328K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $84 | +$79 | +7 | New |
|
|
OSAM
77
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $5 | – | – | – |
|
78
Wells Fargo
San Francisco,
California
| $1 | -$11 | -1 | Closed |
|
|
RJA
79
Raymond James & Associates
St Petersburg,
Florida
| – | -$328K | -27,775 | Closed |
|
|
ACM
80
Andina Capital Management
Lehi,
Utah
| – | -$224K | -18,990 | Closed |
|
|
GIA
81
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$157K | -13,320 | Closed |
|
|
SFP
82
Strategic Financial Partners
Bend,
Oregon
| – | -$152K | -12,823 | Closed |
|
|
TCM
83
Triumph Capital Management
Denver,
Colorado
| – | -$130K | -11,012 | Closed |
|
|
ACM
84
Alpha Capital Management
Austin,
Texas
| – | -$118K | -10,000 | Closed |
|
|
ASN
85
Advisory Services Network
Atlanta,
Georgia
| – | -$34.7K | -2,935 | Closed |
|
86
VanEck Associates
New York
| – | -$30K | -2,556 | Closed |
|
87
William Blair & Company
Chicago,
Illinois
| – | -$17.7K | -1,500 | Closed |
|
|
CG
88
Cutler Group
San Francisco,
California
| – | -$11K | -1,000 | Closed |
|
MORT Hedge Fund Activity: Q1 2024 in Review
77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2024, worth a combined $44.6M — down 28% from $61.6M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MORT positions and 11 closed out — a net gain of 12 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Drive Wealth Management, opening a new position worth an estimated $1.46M. The largest seller was Bank of America, cutting an estimated $8.04M.
- 77 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2024, up from 65 in Q4 2023.
- Funds reported $44.6M of VanEck Mortgage REIT Income ETF stock for Q1 2024, down 28% quarter-over-quarter.
- 23 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2024 and 11 closed out, a net change of +12 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2024 was Drive Wealth Management, an estimated $1.46M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2024 was Bank of America, an estimated $8.04M sold.
Based on aggregated 13F filings for Q1 2024.