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VanEck Mortgage REIT Income ETF

57 hedge funds and large institutions have $50.3M invested in VanEck Mortgage REIT Income ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $41.4M → $50.3M (+$8.84M)

10% more funds holding

Funds holding: 5257 (+5)

3.15% more ownership

Funds ownership: 21.06%24.21% (+3.1%)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
23
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$13M +$7.18M +304,164 +128%
Bank of America
2
Bank of America
North Carolina
$7.2M +$773K +32,739 +12%
LPL Financial
3
LPL Financial
California
$4.36M +$54.9K +2,328 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.63M +$814K +34,479 +30%
Morgan Stanley
5
Morgan Stanley
New York
$3.2M -$359K -15,197 -10%
UBS Group
6
UBS Group
Switzerland
$2.51M +$376K +15,924 +18%
CAN
7
Cetera Advisor Networks
California
$1.27M +$112K +4,729 +10%
AFP
8
Ausdal Financial Partners
Iowa
$1.15M +$542K +22,960 +99%
ACM
9
Arlington Capital Management
Illinois
$1.1M -$207K -8,782 -16%
NWP
10
Northstar Wealth Partners
Connecticut
$775K
MML Investors Services
11
MML Investors Services
Massachusetts
$773K -$16.2K -685 -2%
AWCI
12
Alpine Woods Capital Investors
New York
$719K
FHC
13
First Heartland Consultants
Missouri
$711K +$116K +4,934 +20%
PA
14
PFG Advisors
Arizona
$684K +$57K +2,417 +9%
Citadel Advisors
15
Citadel Advisors
Florida
$634K +$74.5K +3,156 +14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$625K +$6.56K +278 +1%
AG
17
Advisor Group
Arizona
$620K -$12.5K -528 -2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$613K +$35.7K +1,511 +6%
SCM
19
Symons Capital Management
Pennsylvania
$494K +$58.6K +2,483 +14%
RIA
20
Regal Investment Advisors
Michigan
$467K -$89.9K -3,811 -16%
Creative Planning
21
Creative Planning
Kansas
$465K +$179K +7,600 +64%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$434K +$104K +4,402 +32%
CHAM
23
Clear Harbor Asset Management
Connecticut
$377K +$371K +15,715 New
Jane Street
24
Jane Street
New York
$374K +$33K +1,398 +10%
MCA
25
Morris Capital Advisors
Pennsylvania
$362K +$29.7K +1,259 +9%

MORT Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2019, worth a combined $50.3M — up 21% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MORT positions and 4 closed out — a net gain of 6 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Gradient Investments, adding an estimated $7.18M. The largest seller was Royal Bank of Canada, cutting an estimated $2.04M.

  • 57 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2019, up from 52 in Q3 2019.
  • Funds reported $50.3M of VanEck Mortgage REIT Income ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2019 was Gradient Investments, an estimated $7.18M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $2.04M sold.

Based on aggregated 13F filings for Q4 2019.