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VanEck Mortgage REIT Income ETF
MORT

70 hedge funds and large institutions have $55M invested in VanEck Mortgage REIT Income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

0.02% more ownership

Funds ownership: 19% → 19.02% (+0.02%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 72 → 70 (-2)

8% less capital invested

Capital invested by funds: $59.6M → $55M (-$4.62M)

68% less call options, than puts

Call options by funds: $48K | Put options by funds: $148K

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
11
Closed
15
Calls
$48K
Puts
$148K
Net Calls
-$100K
Net Calls Change
-$162K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.26M
2
UBS Group
UBS Group
Switzerland
+$653K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$483K
4
CFP
Cascade Financial Partners
California
+$416K
5
GI
Gradient Investments
Minnesota
+$403K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.26M
2
Bank of America
Bank of America
North Carolina
-$975K
3
Two Sigma Investments
Two Sigma Investments
New York
-$624K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$457K
5
HighTower Advisors
HighTower Advisors
Illinois
-$246K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Adams Wealth Management
Utah
– -$138K -11,451 Closed
CI
77
CacheTech Inc
Utah
– -$138K -11,451 Closed
EAM
78
Everstar Asset Management
North Carolina
– -$134K -11,100 Closed
RIA
79
Realta Investment Advisors
Delaware
– -$58.5K -5,106 Closed
AEPWM
80
Atlantic Edge Private Wealth Management
Florida
– -$7.24K -600 Closed
HR
81
Howe & Rusling
New York
– -$4.39K -364 Closed
HGERS
82
Householder Group Estate & Retirement Specialist
Arizona
– -$4K -357 Closed
PW
83
Paladin Wealth
Minnesota
– -$3.22K -267 Closed
B
84
Birchbrook
Maine
– -$1K -83 Closed
LC
85
Lindbrook Capital
California
– -$266 -22 Closed
1 2 3
4

MORT Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2024, worth a combined $55M — down 7.8% from $59.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MORT and 14 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Morgan Stanley, cutting an estimated $2.26M.

  • 70 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2024, down from 72 in Q3 2024.
  • Funds reported $55M of VanEck Mortgage REIT Income ETF stock for Q4 2024, down 7.8% quarter-over-quarter.
  • 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2024 and 15 closed out, a net change of -1 holder.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2024 was LPL Financial, an estimated $1.26M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.26M sold.

Based on aggregated 13F filings for Q4 2024.