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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
0.93%
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

1
LPL Financial
1
LPL Financial
California
$9.54M
2
UBS Group
2
UBS Group
Switzerland
$928K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.51M
4
CFP
4
Cascade Financial Partners
California
$393K
5
GI
5
Gradient Investments
Minnesota
$6.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.77M
2
Bank of America
2
Bank of America
North Carolina
$5.97M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$170K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
76
CacheTech Inc
Utah
– -$138K -11,451 Closed
AWM
77
Adams Wealth Management
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
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