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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.21M
2
NWP
2
Northstar Wealth Partners
Connecticut
$646K
3
GI
3
Gradient Investments
Minnesota
$5.32M
4
RIA
4
Regal Investment Advisors
Michigan
$327K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$277K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
VKH
2
Virtu KCG Holdings
New York
$0
3
Jane Street
3
Jane Street
New York
$0
4
CHAM
4
Clear Harbor Asset Management
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$10.2M 424,212 +5,035 +1%
GI
2
Gradient Investments
Minnesota
$5.32M 221,426 +21,997 +11%
Bank of America
3
Bank of America
North Carolina
$3.21M 133,634 +37,387 +39%
Morgan Stanley
4
Morgan Stanley
New York
$2.96M 123,132 -4,977 -4%
LPL Financial
5
LPL Financial
California
$1.22M 51,387 +7,502 +17%
PCP
6
Proficio Capital Partners
Massachusetts
$1.11M 45,784 – –
ACM
7
Aviance Capital Management
Florida
$710K 29,529 +1,168 +4%
RJA
8
Raymond James & Associates
Florida
$672K 27,985 +7,830 +39%
NWP
9
Northstar Wealth Partners
Connecticut
$646K 27,365 +27,365 New
PAS
10
Partnervest Advisory Services
California
$511K 21,272 -603 -3%
AG
11
Advisor Group
Arizona
$378K 15,738 +584 +4%
UBS Group
12
UBS Group
Switzerland
$370K 15,415 -2,410 -14%
RIA
13
Regal Investment Advisors
Michigan
$327K 13,611 +13,611 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$277K 11,519 +11,519 New
Citadel Advisors
15
Citadel Advisors
Florida
$266K 11,086 -4,290 -28%
LS
16
Lattice Strategies
Pennsylvania
$229K 9,510 -880 -8%
AIP
17
Ahrens Investment Partners
Louisiana
$201K 8,385 +8,385 New
Creative Planning
18
Creative Planning
Kansas
$174K 7,250 – –
IA
19
IFP Advisors
Florida
$140K 5,814 +110 +2%
CFA
20
CT Financial Advisors
Pennsylvania
$121K 5,016 – –
AWMS
21
Advocacy Wealth Management Services
Georgia
$99K 4,100 +350 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$77K 3,219 -964 -23%
WA
23
WFG Advisors
Texas
$66K 2,760 +760 +38%
US Bancorp
24
US Bancorp
Minnesota
$55K 2,300 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$53K 2,210 -1,200 -35%
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