VanEck Mortgage REIT Income ETF
MORT
53 hedge funds and large institutions have $40.7M invested in VanEck Mortgage REIT Income ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 15 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
0.29% less ownership
Funds ownership: 23.04% → 22.75% (-0.29%)
1% less capital invested
Capital invested by funds: $41M → $40.7M (-$255K)
10% less funds holding
Funds holding: 59 → 53 (-6)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.07M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$758K |
| 4 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$652K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.11M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$976K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$939K |
| 4 |
HT
HAP Trading
New York
|
-$767K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$615K |
MORT Hedge Fund Activity: Q3 2020 in Review
53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2020, worth a combined $40.7M — down 0.62% from $41M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MORT and 11 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 18 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.08M. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.11M sold.
- 53 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2020, down from 59 in Q2 2020.
- Funds reported $40.7M of VanEck Mortgage REIT Income ETF stock for Q3 2020, down 0.62% quarter-over-quarter.
- 11 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2020 and 15 closed out, a net change of -4 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2020 was Ameriprise, an estimated $1.08M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2020 was AE Wealth Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2020.