VanEck Mortgage REIT Income ETF
MORT
72 hedge funds and large institutions have $59.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 15 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
89% more call options, than puts
Call options by funds: $132K | Put options by funds: $70K
19% more capital invested
Capital invested by funds: $49.9M → $59.6M (+$9.69M)
0.68% more ownership
Funds ownership: 18.32% → 19% (+0.68%)
6% less funds holding
Funds holding: 77 → 72 (-5)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$1.58M |
| 2 |
Morgan Stanley
New York
|
+$1.34M |
| 3 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$1.24M |
| 4 |
LPL Financial
San Diego,
California
|
+$1M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$600K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.11M |
| 2 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
-$434K |
| 3 |
D.E. Shaw & Co
New York
|
-$257K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$228K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
76
Two Sigma Securities
New York
| – | -$205K | -18,337 | Closed |
|
|
IAIM
77
International Assets Investment Management
Orlando,
Florida
| – | -$187K | -16,700 | Closed |
|
|
ACA
78
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$39.7K | -3,546 | Closed |
|
|
GWANC
79
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$39.7K | -3,546 | Closed |
|
80
Citadel Advisors
Miami,
Florida
| – | -$31.3K | -2,689 | Closed |
|
|
IC
81
Innealta Capital
Austin,
Texas
| – | -$11.2K | -1,000 | Closed |
|
|
BFA
82
Brown Financial Advisors
Milford,
Ohio
| – | -$8.48K | -758 | Closed |
|
83
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$4.63K | -413 | Closed |
|
|
WIA
84
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$4.27K | -365 | Closed |
|
|
NA
85
NewEdge Advisors
New Orleans,
Louisiana
| – | -$4.02K | -359 | Closed |
|
86
JP Morgan Chase
New York
| – | -$828 | -74 | Closed |
|
87
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$101 | -9 | Closed |
|
MORT Hedge Fund Activity: Q3 2024 in Review
72 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2024, worth a combined $59.6M — up 19% from $49.9M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MORT and 10 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 28 added.
The largest buyer was Prevail Innovative Wealth Advisors, opening a new position worth an estimated $1.58M. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $1.11M sold.
- 72 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2024, down from 77 in Q2 2024.
- Funds reported $59.6M of VanEck Mortgage REIT Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2024 and 15 closed out, a net change of -5 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2024 was Prevail Innovative Wealth Advisors, an estimated $1.58M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2024.