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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

77 hedge funds and large institutions have $49.9M invested in VanEck Mortgage REIT Income ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
15
Closed
11
Calls
$198K
Puts
$215K
Net Calls
-$17K
Net Calls Change
+$234K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$5.95M
2
OFS
2
OneAscent Financial Services
Alabama
$1.11M
3
LPL Financial
3
LPL Financial
California
$7.84M
4
DWM
4
Drive Wealth Management
Utah
$1.86M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.02M
2
LWM
2
Lionsbridge Wealth Management
Florida
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$101 +$101 +9 New
Wells Fargo
77
Wells Fargo
California
$13 +$13 +1 New
LWM
78
Lionsbridge Wealth Management
Florida
– -$812K -69,452 Closed
Bessemer Group
79
Bessemer Group
New Jersey
– -$497K -42,540 Closed
Goldman Sachs
80
Goldman Sachs
New York
– -$282K -24,121 Closed
PI
81
PFG Investments
New York
– -$249K -21,285 Closed
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
– -$144K -12,304 Closed
FTUS
83
Flow Traders U.S.
New York
– -$129K -11,040 Closed
FFWM
84
Future Financial Wealth Management
Ohio
– -$52.6K -4,500 Closed
PA
85
Parallel Advisors
California
– -$16.4K -1,400 Closed
S
86
SignatureFD
Georgia
– -$4.38K -375 Closed
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
– -$2.39K -204 Closed
DF
88
DecisionPoint Financial
Arizona
– -$272 -25 Closed
OSAM
89
O'Shaughnessy Asset Management
Connecticut
– -$5 – –
1 2 3
4