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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

61 hedge funds and large institutions have $75.5M invested in VanEck Mortgage REIT Income ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
15
Closed
7
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20.8M
2
GI
2
Gradient Investments
Minnesota
$13.5M
3
LPL Financial
3
LPL Financial
California
$5.87M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$729K
5
ASFA
5
All Season Financial Advisors
Colorado
$724K

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$872K
3
Creative Planning
3
Creative Planning
Kansas
$0
4
CWM
4
Connecticut Wealth Management
Connecticut
$0
5
CWG
5
Cornerstone Wealth Group
North Carolina
$569K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.8M 1,049,472 +614,570 +141%
GI
2
Gradient Investments
Minnesota
$13.5M 680,795 +117,702 +21%
Morgan Stanley
3
Morgan Stanley
New York
$11.8M 595,275 +24,465 +4%
LPL Financial
4
LPL Financial
California
$5.87M 295,753 +83,162 +39%
CAN
5
Cetera Advisor Networks
California
$2.27M 114,316 +6,860 +6%
AWM
6
Adams Wealth Management
Utah
$2.24M 112,767 -3,371 -3%
AFP
7
Ausdal Financial Partners
Iowa
$1.93M 97,348 +16,639 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.35M 68,066 -9,714 -12%
MML Investors Services
9
MML Investors Services
Massachusetts
$917K 46,214 +4,964 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$879K 44,243 +595 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$872K 43,940 -35,502 -45%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$839K 42,285 +22,373 +112%
ASN
13
Advisory Services Network
Georgia
$812K 40,922 +15,146 +59%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$782K 39,381 +1,386 +4%
SWA
15
Stratos Wealth Advisors
Ohio
$744K 37,469 -4,227 -10%
UBS Group
16
UBS Group
Switzerland
$735K 37,048 -18 -0%
Goldman Sachs
17
Goldman Sachs
New York
$734K 36,991 -805 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$729K 36,736 +36,736 New
ASFA
19
All Season Financial Advisors
Colorado
$724K 36,489 +36,489 New
FHC
20
First Heartland Consultants
Missouri
$597K 30,082 -19,523 -39%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$594K 29,944 +7,185 +32%
CWG
22
Cornerstone Wealth Group
North Carolina
$569K 31,061 -23,697 -43%
CW
23
CreativeOne Wealth
Kansas
$463K 23,338 +1,489 +7%
IMC Chicago
24
IMC Chicago
Illinois
$417K 21,032 +6,426 +44%
HIP
25
HUB Investment Partners
Texas
$414K 20,868 -8,913 -30%
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