VanEck Mortgage REIT Income ETF
MORT
59 hedge funds and large institutions have $41M invested in VanEck Mortgage REIT Income ETF in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 10 closing their positions.
111% more capital invested
Capital invested by funds: $19.4M → $41M (+$21.6M)
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
13% more funds holding
Funds holding: 52 → 59 (+7)
1.91% more ownership
Funds ownership: 21.12% → 23.04% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.57M |
| 2 |
Morgan Stanley
New York
|
+$3.02M |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$1.55M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$971K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$409K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$303K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$250K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$239K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$159K |
MORT Hedge Fund Activity: Q2 2020 in Review
59 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2020, worth a combined $41M — up 111% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new MORT positions and 10 closed out — a net gain of 8 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was Gradient Investments, adding an estimated $3.57M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $409K sold.
- 59 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2020, up from 52 in Q1 2020.
- Funds reported $41M of VanEck Mortgage REIT Income ETF stock for Q2 2020, up 111% quarter-over-quarter.
- 18 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2020 and 10 closed out, a net change of +8 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2020 was Gradient Investments, an estimated $3.57M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2020 was Arlington Capital Management, an estimated $409K sold.
Based on aggregated 13F filings for Q2 2020.