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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

23 hedge funds and large institutions have $21.4M invested in VanEck Mortgage REIT Income ETF in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$786K
2
HighTower Advisors
2
HighTower Advisors
Illinois
$220K
3
Creative Planning
3
Creative Planning
Kansas
$214K
4
LPL Financial
4
LPL Financial
California
$845K
5
CFA
5
CT Financial Advisors
Pennsylvania
$128K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$272K
2
Morgan Stanley
2
Morgan Stanley
New York
$7.2M
3
FIM
3
Freedom Investment Management
Connecticut
$0
4
Jane Street
4
Jane Street
New York
$0
5
PI
5
Placemark Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.11M 372,287 +1,180 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$7.2M 294,403 -85,659 -23%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M 42,154 -1,389 -3%
LPL Financial
4
LPL Financial
California
$845K 34,551 +6,022 +21%
GI
5
Gradient Investments
Minnesota
$786K 32,115 +14,053 +78%
LS
6
Lattice Strategies
Pennsylvania
$527K 21,550 -1,955 -8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$272K 11,133 -146,971 -93%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$232K 9,500 -200 -2%
HighTower Advisors
9
HighTower Advisors
Illinois
$220K 9,000 +9,000 New
Creative Planning
10
Creative Planning
Kansas
$214K 8,749 +8,749 New
TT
11
Tower Trust
Indiana
$199K 8,147 -1,523 -16%
Citigroup
12
Citigroup
New York
$137K 5,599 +86 +2%
AIG
13
American International Group
New York
$129K 5,292 +4,185 +378%
CFA
14
CT Financial Advisors
Pennsylvania
$128K 5,282 +5,282 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$107K 4,380 +2,140 +96%
Ameriprise
16
Ameriprise
Minnesota
$100K 4,078 +387 +10%
U
17
UBS
Switzerland
$61K 2,475 +100 +4%
Deutsche Bank
18
Deutsche Bank
Germany
$56K 2,302 +645 +39%
SCG
19
Strategic Capital Group
Washington
$39K 1,592 -638 -29%
LIA
20
LS Investment Advisors
Michigan
$17K 700 – –
MFS
21
MSI Financial Services
Massachusetts
$16K 643 +475 +283%
WEC
22
Winslow Evans & Crocker
Massachusetts
$8.56K 350 – –
NES
23
New England Securities
New York
$5K 220 – –
FIM
24
Freedom Investment Management
Connecticut
– – -25,908 Closed
Jane Street
25
Jane Street
New York
– – -16,505 Closed
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