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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

39 hedge funds and large institutions have $50.9M invested in VanEck Mortgage REIT Income ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.97M
2
UCFA
United Capital Financial Advisors
Texas
$8.88M
3
Morgan Stanley
Morgan Stanley
New York
$3.89M
4
LPL Financial
LPL Financial
California
$1.88M
5
NCM
Niemann Capital Management
Nevada
$446K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.83M
2
RJA
Raymond James & Associates
Florida
$480K
3
ACM
Aviance Capital Management
Florida
$630K
4
OAM
Oppenheimer Asset Management
New York
$0
5
PAS
Partnervest Advisory Services
California
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$10.7M +$174K +7,061 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.97M +$8.96M +362,664 +88,455%
UCFA
3
United Capital Financial Advisors
Texas
$8.88M +$8.88M +359,578 New
GI
4
Gradient Investments
Minnesota
$5.82M +$349K +14,120 +6%
Morgan Stanley
5
Morgan Stanley
New York
$3.89M +$848K +34,315 +28%
Bank of America
6
Bank of America
North Carolina
$2.83M -$468K -18,961 -14%
LPL Financial
7
LPL Financial
California
$1.88M +$611K +24,722 +48%
PCP
8
Proficio Capital Partners
Massachusetts
$1.13M – – –
UBS Group
9
UBS Group
Switzerland
$753K +$372K +15,069 +98%
NWP
10
Northstar Wealth Partners
Connecticut
$687K +$20K +820 +3%
ACM
11
Aviance Capital Management
Florida
$630K -$99.7K -4,036 -14%
PAS
12
Partnervest Advisory Services
California
$507K -$18.9K -765 -4%
AG
13
Advisor Group
Arizona
$494K +$105K +4,246 +27%
RJA
14
Raymond James & Associates
Florida
$480K -$211K -8,556 -31%
NCM
15
Niemann Capital Management
Nevada
$446K +$446K +18,044 New
RIA
16
Regal Investment Advisors
Michigan
$352K +$15.5K +628 +5%
Jane Street
17
Jane Street
New York
$290K +$290K +11,745 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$277K -$7.94K -321 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$264K -$9.75K -395 -4%
VKH
20
Virtu KCG Holdings
New York
$244K +$244K +9,873 New
LS
21
Lattice Strategies
Pennsylvania
$233K -$2.23K -90 -0.9%
AIP
22
Ahrens Investment Partners
Louisiana
$207K – – –
Creative Planning
23
Creative Planning
Kansas
$179K – – –
IA
24
IFP Advisors
Florida
$146K +$2.25K +91 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$137K +$57.8K +2,347 +73%
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