MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

40 hedge funds and large institutions have $27M invested in VanEck Mortgage REIT Income ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% 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
9
Increased
10
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$588K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$293K
3
NWP
Northstar Wealth Partners
Connecticut
+$225K
4
CAN
Cetera Advisor Networks
California
+$223K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$209K

Top Sellers

1
PFM
Peak Financial Management
Massachusetts
-$1.2M
2
MA
Mutual Advisors
Nebraska
-$801K
3
GI
Gradient Investments
Minnesota
-$450K
4
Jane Street
Jane Street
New York
-$433K
5
Morgan Stanley
Morgan Stanley
New York
-$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$8.87M -$1.2M -52,147 -12%
GI
2
Gradient Investments
Minnesota
$5.02M -$450K -19,584 -8%
Morgan Stanley
3
Morgan Stanley
New York
$2.89M -$389K -16,931 -12%
LPL Financial
4
LPL Financial
California
$2.44M +$21.2K +920 +0.9%
Bank of America
5
Bank of America
North Carolina
$1.55M -$109K -4,721 -7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$943K +$588K +25,560 +166%
NWP
7
Northstar Wealth Partners
Connecticut
$873K +$225K +9,780 +35%
PCP
8
Proficio Capital Partners
Massachusetts
$747K -$98.9K -4,300 -12%
Citadel Advisors
9
Citadel Advisors
Florida
$444K +$44.3K +1,927 +11%
AG
10
Advisor Group
Arizona
$412K -$137K -5,988 -25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$395K +$293K +12,708 +285%
RIA
12
Regal Investment Advisors
Michigan
$383K +$7.4K +322 +2%
UBS Group
13
UBS Group
Switzerland
$343K -$238K -10,356 -41%
ACM
14
Aviance Capital Management
Florida
$290K -$27.3K -1,187 -9%
AIP
15
Ahrens Investment Partners
Louisiana
$261K +$56.4K +2,450 +28%
CAN
16
Cetera Advisor Networks
California
$223K +$223K +9,731 New
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$209K +$209K +9,068 New
Deutsche Bank
18
Deutsche Bank
Germany
$118K +$118K +5,170 New
IA
19
IFP Advisors
Florida
$89K – – –
AWMS
20
Advocacy Wealth Management Services
Georgia
$87K +$6.87K +300 +9%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$80K +$5.14K +224 +7%
AIM
22
Anchor Investment Management
South Carolina
$43.1K – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$40K -$208 -9 -0.5%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$2.27K +100 +8%
SWP
25
Stratos Wealth Partners
Ohio
$28K – – –
1
2