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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

45 hedge funds and large institutions have $25.5M invested in VanEck Mortgage REIT Income ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Arlington Capital Management
Illinois
$1.46M
2
AWCI
Alpine Woods Capital Investors
New York
$895K
3
UBS Group
UBS Group
Switzerland
$916K
4
PAG
Private Advisory Group
Washington
$438K
5
LPL Financial
LPL Financial
California
$2.58M

Top Sellers

1
PFM
Peak Financial Management
Massachusetts
$5.7M
2
Bank of America
Bank of America
North Carolina
$1.13M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
Goldman Sachs
New York
$0
5
GI
Gradient Investments
Minnesota
$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
1
Peak Financial Management
Massachusetts
$5.7M -$2.14M -100,276 -27%
GI
2
Gradient Investments
Minnesota
$3.93M -$149K -7,014 -4%
LPL Financial
3
LPL Financial
California
$2.58M +$356K +16,707 +16%
Morgan Stanley
4
Morgan Stanley
New York
$2.55M -$123K -5,762 -5%
ACM
5
Arlington Capital Management
Illinois
$1.46M +$1.46M +68,286 New
Bank of America
6
Bank of America
North Carolina
$1.13M -$1.88M -88,405 -63%
UBS Group
7
UBS Group
Switzerland
$916K +$593K +27,848 +184%
AWCI
8
Alpine Woods Capital Investors
New York
$895K +$895K +42,000 New
Citadel Advisors
9
Citadel Advisors
Florida
$809K +$310K +14,539 +62%
Jane Street
10
Jane Street
New York
$734K -$56.7K -2,660 -7%
CAN
11
Cetera Advisor Networks
California
$699K +$67.9K +3,172 +11%
NWP
12
Northstar Wealth Partners
Connecticut
$695K – – –
AG
13
Advisor Group
Arizona
$554K +$155K +7,274 +39%
RIA
14
Regal Investment Advisors
Michigan
$468K +$6.63K +311 +1%
PAG
15
Private Advisory Group
Washington
$438K +$438K +20,540 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$424K +$231K +10,781 +120%
AI
17
Atria Investments
North Carolina
$286K +$286K +13,421 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$218K – – –
AIP
19
Ahrens Investment Partners
Louisiana
$201K – – –
SF
20
Synovus Financial
Georgia
$191K +$112K +5,228 +140%
ACM
21
Aviance Capital Management
Florida
$120K -$69.2K -3,258 -37%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$90K +$50.5K +2,368 +128%
AWMS
23
Advocacy Wealth Management Services
Georgia
$75K – – –
CWA
24
Clarus Wealth Advisors
Arizona
$63K +$322 +15 +0.5%
CIAS
25
Capital Investment Advisory Services
North Carolina
$58K +$58K +2,718 New
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