VanEck Mortgage REIT Income ETF
MORT
39 hedge funds and large institutions have $29.1M invested in VanEck Mortgage REIT Income ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $25.4M → $29.1M (+$3.71M)
3% more funds holding
Funds holding: 38 → 39 (+1)
1.51% more ownership
Funds ownership: 18.04% → 19.55% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$711K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$601K |
| 4 |
Goldman Sachs
New York
|
+$376K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$306K |
| 2 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$284K |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$86K |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$67.3K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$42K |
MORT Hedge Fund Activity: Q3 2018 in Review
39 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2018, worth a combined $29.1M — up 15% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MORT positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $1.97M. The largest seller was Gradient Investments, cutting an estimated $306K.
- 39 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2018, up from 38 in Q2 2018.
- Funds reported $29.1M of VanEck Mortgage REIT Income ETF stock for Q3 2018, up 15% quarter-over-quarter.
- 6 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2018 and 5 closed out, a net change of +1 holder.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2018 was Bank of America, an estimated $1.97M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2018 was Gradient Investments, an estimated $306K sold.
Based on aggregated 13F filings for Q3 2018.