VanEck Mortgage REIT Income ETF
MORT
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.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
41% more capital invested
Capital invested by funds: $20.1M → $28.3M (+$8.23M)
15% more funds holding
Funds holding: 34 → 39 (+5)
6.44% more ownership
Funds ownership: 20.81% → 27.25% (+6.4%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$632K |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$548K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$525K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$231K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$946K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$872K |
| 3 |
LPL Financial
San Diego,
California
|
-$453K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$369K |
| 5 |
AIG
American International Group
New York
|
-$279K |
MORT Hedge Fund Activity: Q2 2016 in Review
39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2016, worth a combined $28.3M — up 41% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MORT positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Aviance Capital Management, opening a new position worth an estimated $632K. The largest seller was Susquehanna International Group, cutting an estimated $946K.
- 39 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2016, up from 34 in Q1 2016.
- Funds reported $28.3M of VanEck Mortgage REIT Income ETF stock for Q2 2016, up 41% quarter-over-quarter.
- 9 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2016 and 4 closed out, a net change of +5 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2016 was Aviance Capital Management, an estimated $632K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2016 was Susquehanna International Group, an estimated $946K sold.
Based on aggregated 13F filings for Q2 2016.