MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

57 hedge funds and large institutions have $57.7M invested in VanEck Mortgage REIT Income ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.8M
2
KWM
2
Kingsview Wealth Management
Oregon
$1.26M
3
CWG
3
Cornerstone Wealth Group
North Carolina
$1.03M
4
ASN
4
Advisory Services Network
Georgia
$488K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$377K

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
GI
3
Gradient Investments
Minnesota
$10.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$827K
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.8M 570,810 +185,144 +48%
GI
2
Gradient Investments
Minnesota
$10.7M 563,093 -245,928 -30%
Bank of America
3
Bank of America
North Carolina
$8.24M 434,902 -23,960 -5%
LPL Financial
4
LPL Financial
California
$4.03M 212,591 +8,728 +4%
AWM
5
Adams Wealth Management
Utah
$2.2M 116,138 -6,020 -5%
CAN
6
Cetera Advisor Networks
California
$2.04M 107,456 +5,535 +5%
AFP
7
Ausdal Financial Partners
Iowa
$1.53M 80,709 +7,080 +10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.51M 79,442 -14,091 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.48M 77,780 +4,617 +6%
KWM
10
Kingsview Wealth Management
Oregon
$1.26M 67,040 +67,040 New
CWG
11
Cornerstone Wealth Group
North Carolina
$1.03M 54,758 +54,758 New
FHC
12
First Heartland Consultants
Missouri
$940K 49,605 -4,545 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$827K 43,648 -35,113 -45%
SWA
14
Stratos Wealth Advisors
Ohio
$790K 41,696 +5,803 +16%
MML Investors Services
15
MML Investors Services
Massachusetts
$782K 41,250 +4,105 +11%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$720K 37,995 +3,663 +11%
Goldman Sachs
17
Goldman Sachs
New York
$716K 37,796 – –
UBS Group
18
UBS Group
Switzerland
$702K 37,066 -15,228 -29%
HIP
19
HUB Investment Partners
Texas
$564K 29,781 -3,239 -10%
Creative Planning
20
Creative Planning
Kansas
$563K 29,720 +1,317 +5%
PA
21
PFG Advisors
Arizona
$545K 28,738 +1,158 +4%
CWM
22
Connecticut Wealth Management
Connecticut
$526K 25,452 +563 +2%
ASN
23
Advisory Services Network
Georgia
$488K 25,776 +24,476 +1,883%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$431K 22,759 +5,291 +30%
CW
25
CreativeOne Wealth
Kansas
$414K 21,849 +1,152 +6%
1
2 3