VanEck Mortgage REIT Income ETF
MORT
52 hedge funds and large institutions have $19.4M invested in VanEck Mortgage REIT Income ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 13 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
3.09% less ownership
Funds ownership: 24.21% → 21.12% (-3.1%)
9% less funds holding
Funds holding: 57 → 52 (-5)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
61% less capital invested
Capital invested by funds: $50.3M → $19.4M (-$30.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.59M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$892K |
| 3 |
TA
TCG Advisors
Austin,
Texas
|
+$706K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$682K |
| 5 |
IMC Chicago
Chicago,
Illinois
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.08M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$734K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$634K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$467K |
MORT Hedge Fund Activity: Q1 2020 in Review
52 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2020, worth a combined $19.4M — down 61% from $50.3M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of MORT and 10 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 17 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.59M. The largest seller was Bank of America, cutting an estimated $4.08M.
- 52 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2020, down from 57 in Q4 2019.
- Funds reported $19.4M of VanEck Mortgage REIT Income ETF stock for Q1 2020, down 61% quarter-over-quarter.
- 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2020 and 13 closed out, a net change of -3 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2020 was Royal Bank of Canada, an estimated $2.59M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2020 was Bank of America, an estimated $4.08M sold.
Based on aggregated 13F filings for Q1 2020.