VanEck Mortgage REIT Income ETF
MORT
37 hedge funds and large institutions have $29.5M invested in VanEck Mortgage REIT Income ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
7% more capital invested
Capital invested by funds: $27.6M → $29.5M (+$1.9M)
3% more funds holding
Funds holding: 36 → 37 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.73% less ownership
Funds ownership: 26.57% → 24.84% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$855K |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$503K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$311K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$263K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.77M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$800K |
| 3 |
Jane Street
New York
|
-$484K |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$287K |
| 5 |
Morgan Stanley
New York
|
-$114K |
MORT Hedge Fund Activity: Q1 2017 in Review
37 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2017, worth a combined $29.5M — up 6.9% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MORT positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $855K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.77M sold.
- 37 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2017, up from 36 in Q4 2016.
- Funds reported $29.5M of VanEck Mortgage REIT Income ETF stock for Q1 2017, up 6.9% quarter-over-quarter.
- 7 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2017 and 5 closed out, a net change of +2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2017 was Bank of America, an estimated $855K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.77M sold.
Based on aggregated 13F filings for Q1 2017.