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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

39 hedge funds and large institutions have $28.3M invested in VanEck Mortgage REIT Income ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Peak Financial Management
Massachusetts
$8.08M
2
ACM
2
Aviance Capital Management
Florida
$665K
3
GI
3
Gradient Investments
Minnesota
$3.67M
4
PAS
4
Partnervest Advisory Services
California
$552K
5
AG
5
Advisor Group
Arizona
$297K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$872K
2
Bank of America
2
Bank of America
North Carolina
$2.59M
3
LPL Financial
3
LPL Financial
California
$669K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AIG
5
American International Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$8.08M 374,282 +374,282 New
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$4.24M 196,452 -7,515 -4%
GI
3
Gradient Investments
Minnesota
$3.67M 169,760 +26,707 +19%
Bank of America
4
Bank of America
North Carolina
$2.59M 119,777 -42,465 -26%
Morgan Stanley
5
Morgan Stanley
New York
$2.45M 113,543 +5,289 +5%
PCP
6
Proficio Capital Partners
Massachusetts
$1.01M 45,784 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$872K 40,372 -46,073 -53%
VKH
8
Virtu KCG Holdings
New York
$823K 38,121 -340 -0.9%
LPL Financial
9
LPL Financial
California
$669K 31,488 -22,077 -41%
ACM
10
Aviance Capital Management
Florida
$665K 30,801 +30,801 New
PAS
11
Partnervest Advisory Services
California
$552K 25,567 +25,567 New
UBS Group
12
UBS Group
Switzerland
$393K 18,191 +79 +0.4%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K 17,719 – –
Jane Street
14
Jane Street
New York
$327K 15,120 +3,655 +32%
AG
15
Advisor Group
Arizona
$297K 13,796 +13,796 New
RJA
16
Raymond James & Associates
Florida
$243K 11,260 +11,260 New
IA
17
IFP Advisors
Florida
$165K 7,619 +5,466 +254%
MFS
18
MSI Financial Services
Massachusetts
$118K 5,479 +714 +15%
CFA
19
CT Financial Advisors
Pennsylvania
$114K 5,282 – –
Creative Planning
20
Creative Planning
Kansas
$97K 4,500 +1,900 +73%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$93K 4,430 -700 -14%
AWMS
22
Advocacy Wealth Management Services
Georgia
$84K 13,425 -10,125 -43%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$75K 3,459 -305 -8%
US Bancorp
24
US Bancorp
Minnesota
$50K 2,300 – –
Wells Fargo
25
Wells Fargo
California
$45K 2,106 – –
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