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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

27 hedge funds and large institutions have $26.8M invested in VanEck Mortgage REIT Income ETF in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$925K
2
Morgan Stanley
Morgan Stanley
New York
$8.33M
3
Jane Street
Jane Street
New York
$556K
4
GI
Gradient Investments
Minnesota
$1.35M
5
LPL Financial
LPL Financial
California
$1.28M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$0
2
SCG
Strategic Capital Group
Washington
$0
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M
4
AIG
American International Group
New York
$126K
5
MFS
MSI Financial Services
Massachusetts
$12K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.74M +$267K +10,472 +3%
Morgan Stanley
2
Morgan Stanley
New York
$8.33M +$836K +32,831 +11%
GI
3
Gradient Investments
Minnesota
$1.35M +$531K +20,843 +65%
LPL Financial
4
LPL Financial
California
$1.28M +$401K +15,738 +46%
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M -$18.8K -738 -2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$925K +$925K +36,348 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$627K +$344K +13,513 +121%
Jane Street
8
Jane Street
New York
$556K +$556K +21,864 New
LS
9
Lattice Strategies
Pennsylvania
$548K – – –
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$398K +$398K +15,650 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$322K +$211K +8,295 +189%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$242K – – –
Deutsche Bank
13
Deutsche Bank
Germany
$232K +$173K +6,825 +296%
HighTower Advisors
14
HighTower Advisors
Illinois
$229K – – –
ONB
15
Old National Bancorp
Indiana
$207K +$207K +8,147 New
Citigroup
16
Citigroup
New York
$142K – – –
Ameriprise
17
Ameriprise
Minnesota
$142K +$38.4K +1,511 +37%
CHAM
18
Clear Harbor Asset Management
Connecticut
$128K +$128K +5,040 New
AIG
19
American International Group
New York
$126K -$8.22K -323 -6%
U
20
UBS
Switzerland
$73K +$10.2K +400 +16%
GSC
21
Ground Swell Capital
South Carolina
$32K +$32K +1,271 New
NES
22
New England Securities
New York
$30K +$24.4K +960 +436%
LIA
23
LS Investment Advisors
Michigan
$18K – – –
MFS
24
MSI Financial Services
Massachusetts
$12K -$4.24K -168 -26%
SSB
25
Sandy Spring Bank
Maryland
$11K +$11K +430 New
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