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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

27 hedge funds and large institutions have $21.8M invested in VanEck Mortgage REIT Income ETF in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.65M
2
Bank of America
2
Bank of America
North Carolina
$5.6M
3
SCG
3
Strategic Capital Group
Washington
$2.86M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M
5
DC
5
Davenport & Co
Virginia
$815K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
B
2
Baird
Wisconsin
$0
3
LS
3
Lattice Strategies
Pennsylvania
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$215K
5
RIA
5
Regal Investment Advisors
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.65M 277,135 +210,994 +319%
Bank of America
2
Bank of America
North Carolina
$5.6M 233,443 +125,658 +117%
SCG
3
Strategic Capital Group
Washington
$2.86M 119,286 +49,425 +71%
FIM
4
Freedom Investment Management
Connecticut
$1.62M 67,356 +15,985 +31%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M 42,817 +42,817 New
DC
6
Davenport & Co
Virginia
$815K 34,001 +34,001 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$504K 21,017 +12,187 +138%
CS
8
Credit Suisse
Switzerland
$434K 18,084 +4,304 +31%
PI
9
Placemark Investments
Illinois
$344K 14,373 +14,373 New
LPL Financial
10
LPL Financial
California
$334K 14,385 +2,393 +20%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$224K 9,340 – –
TT
12
Tower Trust
Indiana
$223K 9,270 +9,270 New
VF
13
Virtu Financial
New York
$221K 9,223 +9,223 New
HighTower Advisors
14
HighTower Advisors
Illinois
$215K 8,984 -3,250 -27%
Citigroup
15
Citigroup
New York
$159K 6,630 +1,991 +43%
U
16
UBS
Switzerland
$136K 5,665 +1,510 +36%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$87K 3,634 +3,634 New
AIG
18
American International Group
New York
$64.9K 2,707 +284 +12%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$53K 2,200 -70 -3%
Ameriprise
20
Ameriprise
Minnesota
$50K 2,094 +1,383 +195%
Deutsche Bank
21
Deutsche Bank
Germany
$46K 2,000 +1,000 +100%
Creative Planning
22
Creative Planning
Kansas
$42K 1,758 +758 +76%
Nomura Holdings
23
Nomura Holdings
Japan
$30K 1,264 +1,264 New
GI
24
Gradient Investments
Minnesota
$19K 780 +780 New
LIA
25
LS Investment Advisors
Michigan
$17K 700 – –
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