MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

38 hedge funds and large institutions have $25.4M invested in VanEck Mortgage REIT Income ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
5
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$884K
2
CWA
2
Clarus Wealth Advisors
Arizona
$67K
3
IAS
3
IMA Advisory Services
Colorado
$35K
4
IA
4
IFP Advisors
Florida
$101K
5
APA
5
American Portfolios Advisors
New York
$2.98K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
PCP
2
Proficio Capital Partners
Massachusetts
$86K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16K
4
GI
4
Gradient Investments
Minnesota
$4.87M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$9.06M 379,645 -5,885 -2%
GI
2
Gradient Investments
Minnesota
$4.87M 204,066 -14,178 -6%
Morgan Stanley
3
Morgan Stanley
New York
$2.92M 122,446 -3,162 -3%
LPL Financial
4
LPL Financial
California
$2.52M 105,533 -335 -0.3%
Bank of America
5
Bank of America
North Carolina
$1.43M 59,715 -7,745 -11%
Jane Street
6
Jane Street
New York
$884K 37,069 +37,069 New
NWP
7
Northstar Wealth Partners
Connecticut
$777K 32,600 -5,365 -14%
AG
8
Advisor Group
Arizona
$390K 16,313 -1,633 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$388K 16,249 -3,045 -16%
RIA
10
Regal Investment Advisors
Michigan
$367K 15,398 -1,261 -8%
UBS Group
11
UBS Group
Switzerland
$356K 14,915 +5 +0%
ACM
12
Aviance Capital Management
Florida
$279K 11,699 -890 -7%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$216K 9,068 – –
AIP
14
Ahrens Investment Partners
Louisiana
$208K 8,735 -2,600 -23%
IA
15
IFP Advisors
Florida
$101K 4,231 +515 +14%
PCP
16
Proficio Capital Partners
Massachusetts
$86K 3,590 -28,894 -89%
AWMS
17
Advocacy Wealth Management Services
Georgia
$84K 3,500 -300 -8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$80K 3,487 – –
CWA
19
Clarus Wealth Advisors
Arizona
$67K 2,894 +2,894 New
AIM
20
Anchor Investment Management
South Carolina
$44.8K 1,876 – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$42K 1,752 +22 +1%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$36K 1,511 +100 +7%
IAS
23
IMA Advisory Services
Colorado
$35K 1,466 +1,466 New
LFG
24
LifePlan Financial Group
Ohio
$25K 1,050 – –
EDRH
25
Edmond de Rothschild Holding
Switzerland
$24K 1,000 – –
1
2