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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-6
Holders Change %
-15.38%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
10
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
$6.37M
2
LPL Financial
LPL Financial
California
$2.18M
3
MML Investors Services
MML Investors Services
Massachusetts
$248K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$264K
5
AWMS
Advocacy Wealth Management Services
Georgia
$198K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17K
2
UCFA
United Capital Financial Advisors
Texas
$0
3
NCM
Niemann Capital Management
Nevada
$0
4
Jane Street
Jane Street
New York
$0
5
Baird Financial Group
Baird Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$11M +$72.8K +2,880 +0.7%
GI
2
Gradient Investments
Minnesota
$6.37M +$415K +16,434 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.89M -$89K -3,525 -2%
Bank of America
4
Bank of America
North Carolina
$2.89M -$10.6K -418 -0.4%
LPL Financial
5
LPL Financial
California
$2.18M +$260K +10,304 +14%
PCP
6
Proficio Capital Partners
Massachusetts
$1.16M – – –
UBS Group
7
UBS Group
Switzerland
$796K +$25.8K +1,023 +3%
NWP
8
Northstar Wealth Partners
Connecticut
$700K – – –
ACM
9
Aviance Capital Management
Florida
$628K -$15.6K -616 -2%
AG
10
Advisor Group
Arizona
$527K +$22.8K +902 +5%
PAS
11
Partnervest Advisory Services
California
$468K -$49.8K -1,974 -10%
RIA
12
Regal Investment Advisors
Michigan
$383K +$23.4K +928 +7%
RJA
13
Raymond James & Associates
Florida
$379K -$111K -4,412 -23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$264K +$123K +4,877 +88%
MML Investors Services
15
MML Investors Services
Massachusetts
$248K +$248K +9,827 New
AIP
16
Ahrens Investment Partners
Louisiana
$235K +$22.8K +900 +11%
LS
17
Lattice Strategies
Pennsylvania
$214K -$24K -950 -10%
AWMS
18
Advocacy Wealth Management Services
Georgia
$198K +$92.8K +3,750 +88%
IA
19
IFP Advisors
Florida
$137K -$11.9K -473 -8%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$85K +$12.1K +481 +17%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$82K -$37.4K -1,469 -31%
AIM
22
Anchor Investment Management
South Carolina
$47.4K +$47.4K +1,876 New
EDRH
23
Edmond de Rothschild Holding
Switzerland
$25K – – –
LIA
24
LS Investment Advisors
Michigan
$18K – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$17K -$9.01M -362,390 -100%
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