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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

34 hedge funds and large institutions have $15.9M invested in VanEck Mortgage REIT Income ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.16M
2
Bank of America
2
Bank of America
North Carolina
$2.24M
3
Citadel Advisors
3
Citadel Advisors
Florida
$964K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$273K
5
GI
5
Gradient Investments
Minnesota
$2.69M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.04M
2
CAN
2
Cetera Advisor Networks
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.01M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$68K
5
P
5
Palladiem
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.01M 146,514 -22,202 -13%
GI
2
Gradient Investments
Minnesota
$2.69M 130,887 +11,890 +10%
Bank of America
3
Bank of America
North Carolina
$2.24M 108,973 +23,405 +27%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.16M 104,799 +91,713 +701%
LPL Financial
5
LPL Financial
California
$2.04M 98,332 -72,994 -43%
Citadel Advisors
6
Citadel Advisors
Florida
$964K 46,841 +20,970 +81%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$543K 26,410 -249 -0.9%
Ameriprise
8
Ameriprise
Minnesota
$284K 13,812 -2,464 -15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$273K 13,251 +13,251 New
LS
10
Lattice Strategies
Pennsylvania
$270K 13,115 -7,745 -37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$270K 13,161 +7,247 +123%
UCFA
12
United Capital Financial Advisors
Texas
$218K 10,612 +10,612 New
AIG
13
American International Group
New York
$158K 7,683 -1,266 -14%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$145K 6,895 +945 +16%
UBS Group
15
UBS Group
Switzerland
$120K 5,830 -3,050 -34%
CFA
16
CT Financial Advisors
Pennsylvania
$109K 5,282 – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$68K 3,308 -15,694 -83%
EWM
18
Evercore Wealth Management
New York
$65K 3,182 – –
US Bancorp
19
US Bancorp
Minnesota
$47K 2,300 – –
CMO
20
Covenant Multifamily Offices
Texas
$39K 1,879 +1,879 New
MFS
21
MSI Financial Services
Massachusetts
$35K 1,685 – –
WA
22
WFG Advisors
Texas
$35K 1,700 – –
Citigroup
23
Citigroup
New York
$34K 1,643 -172 -9%
PSI
24
Pinnacle Summer Investments
Virginia
$30K 1,472 +1,472 New
IWM
25
Integrated Wealth Management
California
$21K 1,000 – –
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