VanEck Mortgage REIT Income ETF
MORT
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.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
15% more funds holding
Funds holding: 39 → 45 (+6)
0.57% less ownership
Funds ownership: 19.56% → 18.99% (-0.57%)
12% less capital invested
Capital invested by funds: $29.1M → $25.5M (-$3.59M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$1.56M |
| 2 |
AWCI
Alpine Woods Capital Investors
Purchase,
New York
|
+$960K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$637K |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$470K |
| 5 |
LPL Financial
San Diego,
California
|
+$382K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$2.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.02M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$598K |
| 4 |
Goldman Sachs
New York
|
-$374K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$160K |
MORT Hedge Fund Activity: Q4 2018 in Review
45 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2018, worth a combined $25.5M — down 12% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MORT positions and 5 closed out — a net gain of 6 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Arlington Capital Management, opening a new position worth an estimated $1.56M. The largest seller was Peak Financial Management, cutting an estimated $2.29M.
- 45 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2018, up from 39 in Q3 2018.
- Funds reported $25.5M of VanEck Mortgage REIT Income ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 11 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2018 and 5 closed out, a net change of +6 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q4 2018 was Arlington Capital Management, an estimated $1.56M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q4 2018 was Peak Financial Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q4 2018.