MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.29M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$506K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$675K
4
TA
4
TCG Advisors
Texas
$327K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$317K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Bank of America
2
Bank of America
North Carolina
$1.11M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RIA
4
Regal Investment Advisors
Michigan
$0
5
CHAM
5
Clear Harbor Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$5.26M 525,471 -17,153 -3%
LPL Financial
2
LPL Financial
California
$1.74M 173,631 -8,079 -4%
Morgan Stanley
3
Morgan Stanley
New York
$1.53M 153,065 +19,762 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.29M 128,557 +120,035 +1,409%
Bank of America
5
Bank of America
North Carolina
$1.11M 110,763 -189,534 -63%
UBS Group
6
UBS Group
Switzerland
$705K 70,466 -34,056 -33%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$675K 67,495 +41,413 +159%
AFP
8
Ausdal Financial Partners
Iowa
$659K 63,249 +17,080 +37%
CAN
9
Cetera Advisor Networks
California
$583K 58,274 +5,166 +10%
MML Investors Services
10
MML Investors Services
Massachusetts
$556K 55,607 +23,355 +72%
Osaic Holdings
11
Osaic Holdings
Arizona
$506K 51,394 +51,394 New
IMC Chicago
12
IMC Chicago
Illinois
$431K 43,082 +30,715 +248%
FHC
13
First Heartland Consultants
Missouri
$413K 41,328 +11,669 +39%
ACM
14
Arlington Capital Management
Illinois
$409K 40,888 -4,909 -11%
NWP
15
Northstar Wealth Partners
Connecticut
$354K 35,430 +3,100 +10%
TA
16
TCG Advisors
Texas
$327K 32,747 +32,747 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$317K 31,668 +31,668 New
PA
18
PFG Advisors
Arizona
$316K 30,298 +1,903 +7%
AWCI
19
Alpine Woods Capital Investors
New York
$300K 30,000 – –
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$279K 16,823 +4,748 +39%
SCM
21
Symons Capital Management
Pennsylvania
$249K 24,961 +4,373 +21%
Creative Planning
22
Creative Planning
Kansas
$244K 24,387 +5,000 +26%
CA
23
Cetera Advisors
Colorado
$188K 18,794 +18,794 New
TC
24
TownSquare Capital
Utah
$130K 11,747 +11,747 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$121K 12,060 +12,060 New
1
2 3