VanEck Mortgage REIT Income ETF
MORT
37 hedge funds and large institutions have $26.3M invested in VanEck Mortgage REIT Income ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
5% less funds holding
Funds holding: 39 → 37 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
53% less capital inflows, than outflows
Capital inflows: $2.82M | Capital outflows: $6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Peak Financial Management
Wellesley,
Massachusetts
|
+$813K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$647K |
| 3 |
Gradient Investments
Arden Hills,
Minnesota
|
+$476K |
| 4 |
Lattice Strategies
Wayne,
Pennsylvania
|
+$205K |
| 5 |
Morgan Stanley
New York
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$4.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$872K |
| 3 |
Jane Street
New York
|
-$327K |
| 4 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$240K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$86.6K |
MORT Hedge Fund Activity: Q3 2016 in Review
37 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2016, worth a combined $26.3M — down 7.2% from $28.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MORT and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 12 added.
The largest buyer was Peak Financial Management, adding an estimated $813K. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $4.24M sold.
- 37 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2016, down from 39 in Q2 2016.
- Funds reported $26.3M of VanEck Mortgage REIT Income ETF stock for Q3 2016, down 7.2% quarter-over-quarter.
- 3 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2016 and 5 closed out, a net change of -2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2016 was Peak Financial Management, an estimated $813K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $4.24M sold.
Based on aggregated 13F filings for Q3 2016.