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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
17
Reduced
16
Closed
11
Calls
$70K
Puts
$321K
Net Calls
-$251K
Net Calls Change
-$275K

Top Buyers

1
DWM
1
Drive Wealth Management
Utah
$1.5M
2
LPL Financial
2
LPL Financial
California
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$764K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$626K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$518K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.56M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.32M
4
RJA
4
Raymond James & Associates
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.49K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$84 7 +7 New
OSAM
77
O'Shaughnessy Asset Management
Connecticut
– – – –
Wells Fargo
78
Wells Fargo
California
– – -1 Closed
RJA
79
Raymond James & Associates
Florida
– – -27,775 Closed
ACM
80
Andina Capital Management
Utah
– – -18,990 Closed
GIA
81
Gladstone Institutional Advisory
Florida
– – -13,320 Closed
SFP
82
Strategic Financial Partners
Oregon
– – -12,823 Closed
TCM
83
Triumph Capital Management
Colorado
– – -11,012 Closed
ACM
84
Alpha Capital Management
Texas
– – -10,000 Closed
ASN
85
Advisory Services Network
Georgia
– – -2,935 Closed
VanEck Associates
86
VanEck Associates
New York
– – -2,556 Closed
William Blair & Company
87
William Blair & Company
Illinois
– – -1,500 Closed
CG
88
Cutler Group
California
– – -1,000 Closed
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$0 13 – –
CFGS
90
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4