MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

36 hedge funds and large institutions have $27.6M invested in VanEck Mortgage REIT Income ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
5
Increased
12
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.77M
2
Jane Street
2
Jane Street
New York
$484K
3
Citadel Advisors
3
Citadel Advisors
Florida
$336K
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$287K
5
LPL Financial
5
LPL Financial
California
$974K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.11M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
IWM
3
Integrated Wealth Management
California
$0
4
ACM
4
Aviance Capital Management
Florida
$620K
5
Wells Fargo
5
Wells Fargo
California
$11K
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$9.17M 419,177 +8,019 +2%
GI
2
Gradient Investments
Minnesota
$4.36M 199,429 +8,093 +4%
Morgan Stanley
3
Morgan Stanley
New York
$2.8M 128,109 +6,783 +6%
Bank of America
4
Bank of America
North Carolina
$2.11M 96,247 -52,893 -35%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.77M 81,078 +81,078 New
PCP
6
Proficio Capital Partners
Massachusetts
$1M 45,784 – –
LPL Financial
7
LPL Financial
California
$974K 43,885 +8,738 +25%
VKH
8
Virtu KCG Holdings
New York
$800K 36,578 -1,376 -4%
ACM
9
Aviance Capital Management
Florida
$620K 28,361 -2,692 -9%
Jane Street
10
Jane Street
New York
$484K 22,119 +22,119 New
PAS
11
Partnervest Advisory Services
California
$478K 21,875 -601 -3%
RJA
12
Raymond James & Associates
Florida
$441K 20,155 +2,680 +15%
UBS Group
13
UBS Group
Switzerland
$390K 17,825 -470 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$336K 15,376 +15,376 New
AG
15
Advisor Group
Arizona
$331K 15,154 +4,068 +37%
CHAM
16
Clear Harbor Asset Management
Connecticut
$287K 13,120 +13,120 New
LS
17
Lattice Strategies
Pennsylvania
$227K 10,390 +1,100 +12%
MFS
18
MSI Financial Services
Massachusetts
$187K 8,540 +1,157 +16%
Creative Planning
19
Creative Planning
Kansas
$159K 7,250 – –
IA
20
IFP Advisors
Florida
$125K 5,704 +112 +2%
CFA
21
CT Financial Advisors
Pennsylvania
$110K 5,016 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$91K 4,183 +1,941 +87%
AWMS
23
Advocacy Wealth Management Services
Georgia
$82K 3,750 +1,200 +47%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$75K 3,410 -80 -2%
US Bancorp
25
US Bancorp
Minnesota
$50K 2,300 – –
1
2