VanEck Mortgage REIT Income ETF
MORT
33 hedge funds and large institutions have $32.9M invested in VanEck Mortgage REIT Income ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 8 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.39% less ownership
Funds ownership: 32.96% → 21.57% (-11%)
15% less funds holding
Funds holding: 39 → 33 (-6)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
93% less capital inflows, than outflows
Capital inflows: $1.35M | Capital outflows: $19.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gradient Investments
Arden Hills,
Minnesota
|
+$405K |
| 2 |
LPL Financial
San Diego,
California
|
+$254K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$242K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$120K |
| 5 |
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$92.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.93M |
| 2 |
United Capital Financial Advisors
Irving,
Texas
|
-$8.88M |
| 3 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$446K |
| 4 |
Jane Street
New York
|
-$290K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$277K |
MORT Hedge Fund Activity: Q3 2017 in Review
33 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2017, worth a combined $32.9M — down 35% from $50.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MORT and 4 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 10 added.
The largest buyer was Gradient Investments, adding an estimated $405K. The largest seller was Envestnet Asset Management, cutting an estimated $8.93M.
- 33 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2017, down from 39 in Q2 2017.
- Funds reported $32.9M of VanEck Mortgage REIT Income ETF stock for Q3 2017, down 35% quarter-over-quarter.
- 4 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2017 and 8 closed out, a net change of -4 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2017 was Gradient Investments, an estimated $405K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2017 was Envestnet Asset Management, an estimated $8.93M sold.
Based on aggregated 13F filings for Q3 2017.