VanEck Mortgage REIT Income ETF
MORT
40 hedge funds and large institutions have $31.1M invested in VanEck Mortgage REIT Income ETF in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
21% more funds holding
Funds holding: 33 → 40 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 21.57% → 21.34% (-0.23%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
6% less capital invested
Capital invested by funds: $32.9M → $31.1M (-$1.88M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$451K |
| 2 |
Jane Street
New York
|
+$437K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$423K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$376K |
| 5 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$85.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 2 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$468K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$345K |
| 4 |
Morgan Stanley
New York
|
-$277K |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$270K |
MORT Hedge Fund Activity: Q4 2017 in Review
40 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2017, worth a combined $31.1M — down 5.7% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MORT positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $451K. The largest seller was Bank of America, cutting an estimated $1.02M.
- 40 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2017, up from 33 in Q3 2017.
- Funds reported $31.1M of VanEck Mortgage REIT Income ETF stock for Q4 2017, down 5.7% quarter-over-quarter.
- 9 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2017 and 2 closed out, a net change of +7 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q4 2017 was LPL Financial, an estimated $451K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q4 2017 was Bank of America, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2017.