VanEck Mortgage REIT Income ETF
MORT
58 hedge funds and large institutions have $59.1M invested in VanEck Mortgage REIT Income ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 57 → 58 (+1)
17.8% less ownership
Funds ownership: 37.78% → 19.98% (-18%)
32% less capital invested
Capital invested by funds: $87.5M → $59.1M (-$28.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.28M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.19M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$971K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$434K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
-$32.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.78M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$623K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$499K |
MORT Hedge Fund Activity: Q1 2021 in Review
58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2021, worth a combined $59.1M — down 32% from $87.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MORT positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.28M. The largest seller was IEQ Capital, exiting entirely with an estimated $32.3M sold.
- 58 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2021, up from 57 in Q4 2020.
- Funds reported $59.1M of VanEck Mortgage REIT Income ETF stock for Q1 2021, down 32% quarter-over-quarter.
- 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2021 and 9 closed out, a net change of +1 holder.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2021 was Morgan Stanley, an estimated $3.28M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2021 was IEQ Capital, an estimated $32.3M sold.
Based on aggregated 13F filings for Q1 2021.