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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
1
Peak Financial Management
Massachusetts
$9.24M
2
Bank of America
2
Bank of America
North Carolina
$3.35M
3
GI
3
Gradient Investments
Minnesota
$4.3M
4
LS
4
Lattice Strategies
Pennsylvania
$209K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.73M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$57K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$9.24M 411,158 +36,876 +10%
GI
2
Gradient Investments
Minnesota
$4.3M 191,336 +21,576 +13%
Bank of America
3
Bank of America
North Carolina
$3.35M 149,140 +29,363 +25%
Morgan Stanley
4
Morgan Stanley
New York
$2.73M 121,326 +7,783 +7%
PCP
5
Proficio Capital Partners
Massachusetts
$1.03M 45,784 – –
VKH
6
Virtu KCG Holdings
New York
$853K 37,954 -167 -0.4%
LPL Financial
7
LPL Financial
California
$742K 35,147 +3,659 +12%
ACM
8
Aviance Capital Management
Florida
$698K 31,053 +252 +0.8%
PAS
9
Partnervest Advisory Services
California
$505K 22,476 -3,091 -12%
UBS Group
10
UBS Group
Switzerland
$411K 18,295 +104 +0.6%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$398K 17,719 – –
RJA
12
Raymond James & Associates
Florida
$393K 17,475 +6,215 +55%
AG
13
Advisor Group
Arizona
$249K 11,086 -2,710 -20%
LS
14
Lattice Strategies
Pennsylvania
$209K 9,290 +9,290 New
MFS
15
MSI Financial Services
Massachusetts
$166K 7,383 +1,904 +35%
Creative Planning
16
Creative Planning
Kansas
$163K 7,250 +2,750 +61%
IWM
17
Integrated Wealth Management
California
$143K 6,365 +6,365 New
IA
18
IFP Advisors
Florida
$126K 5,592 -2,027 -27%
CFA
19
CT Financial Advisors
Pennsylvania
$113K 5,016 -266 -5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$78K 3,490 +31 +0.9%
AWMS
21
Advocacy Wealth Management Services
Georgia
$57K 2,550 -10,875 -81%
US Bancorp
22
US Bancorp
Minnesota
$52K 2,300 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$50K 2,242 +1,027 +85%
Wells Fargo
24
Wells Fargo
California
$47K 2,106 – –
WA
25
WFG Advisors
Texas
$45K 2,000 – –
1
2