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VanEck Mortgage REIT Income ETF
MORT

23 hedge funds and large institutions have $16.5M invested in VanEck Mortgage REIT Income ETF in 2013 Q2 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.99% more ownership

Funds ownership: 0% → 14.99% (+15%)

Holders
23
Holders Change
+23
Holders Change %
–
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.26M +$5.77M +210,293 New
Bank of America
2
Bank of America
North Carolina
$2.69M +$2.95M +107,785 New
SCG
3
Strategic Capital Group
Washington
$1.75M +$1.92M +69,861 New
Morgan Stanley
4
Morgan Stanley
New York
$1.65M +$1.81M +66,141 New
FIM
5
Freedom Investment Management
Connecticut
$1.28M +$1.41M +51,371 New
B
6
Baird
Wisconsin
$1.07M +$1.18M +42,973 New
LS
7
Lattice Strategies
Pennsylvania
$889K +$976K +35,590 New
CS
8
Credit Suisse
Switzerland
$344K +$378K +13,780 New
HighTower Advisors
9
HighTower Advisors
Illinois
$306K +$335K +12,234 New
LPL Financial
10
LPL Financial
California
$300K +$329K +11,992 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$233K +$256K +9,340 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$221K +$242K +8,830 New
Citigroup
13
Citigroup
New York
$116K +$127K +4,639 New
U
14
UBS
Switzerland
$104K +$114K +4,155 New
AIG
15
American International Group
New York
$60.6K +$66.4K +2,423 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$57K +$62.2K +2,270 New
RIA
17
Regal Investment Advisors
Michigan
$41K +$45.1K +1,644 New
Creative Planning
18
Creative Planning
Kansas
$25K +$27.4K +1,000 New
Deutsche Bank
19
Deutsche Bank
Germany
$24K +$27.4K +1,000 New
Ameriprise
20
Ameriprise
Minnesota
$18K +$19.5K +711 New
LIA
21
LS Investment Advisors
Michigan
$17K +$19.2K +700 New
MFS
22
MSI Financial Services
Massachusetts
$16K +$17.8K +650 New
NES
23
New England Securities
New York
$8K +$9.18K +335 New

MORT Hedge Fund Activity: Q2 2013 in Review

23 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2013, worth a combined $16.5M.

Buyers outnumbered sellers: 23 funds opened new MORT positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

  • 23 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.5M of VanEck Mortgage REIT Income ETF stock for Q2 2013.
  • 23 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2013 and 0 closed out, a net change of +23 holders.

Based on aggregated 13F filings for Q2 2013.