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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

57 hedge funds and large institutions have $64.7M invested in VanEck Mortgage REIT Income ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
14
Closed
11
Calls
$243K
Puts
$2K
Net Calls
+$241K
Net Calls Change
+$242K

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$3.26M
2
TRCT
2
Tower Research Capital (TRC)
New York
$1M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.72M
4
KWM
4
Kingsview Wealth Management
Oregon
$735K
5
GI
5
Gradient Investments
Minnesota
$13.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.27M
2
SWA
2
Stratos Wealth Advisors
Ohio
$0
3
LPL Financial
3
LPL Financial
California
$4.93M
4
CWG
4
Cornerstone Wealth Group
North Carolina
$0
5
CW
5
CreativeOne Wealth
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$13.6M 716,679 +35,884 +5%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M 600,345 +5,070 +0.9%
Bank of America
3
Bank of America
North Carolina
$8.27M 434,925 -614,547 -59%
LPL Financial
4
LPL Financial
California
$4.93M 259,176 -36,577 -12%
LCWP
5
Legacy Capital Wealth Partners
Arkansas
$3.26M 84,156 +84,156 New
CAN
6
Cetera Advisor Networks
California
$2.3M 120,930 +6,614 +6%
AWM
7
Adams Wealth Management
Utah
$1.95M 102,717 -10,050 -9%
AFP
8
Ausdal Financial Partners
Iowa
$1.95M 102,609 +5,261 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.72M 90,478 +46,235 +105%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.16M 60,927 -7,139 -10%
TRCT
11
Tower Research Capital (TRC)
New York
$1M 52,759 +52,759 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$956K 50,263 +13,527 +37%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$888K 46,695 +4,410 +10%
MML Investors Services
14
MML Investors Services
Massachusetts
$871K 45,785 -429 -0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$839K 44,103 +163 +0.4%
ASN
16
Advisory Services Network
Georgia
$794K 41,770 +848 +2%
UBS Group
17
UBS Group
Switzerland
$784K 41,204 +4,156 +11%
KWM
18
Kingsview Wealth Management
Oregon
$735K 38,656 +38,656 New
Goldman Sachs
19
Goldman Sachs
New York
$704K 36,991 – –
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$667K 35,062 +5,118 +17%
ASFA
21
All Season Financial Advisors
Colorado
$568K 29,889 -6,600 -18%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$462K 24,276 -15,105 -38%
FHC
23
First Heartland Consultants
Missouri
$451K 23,731 -6,351 -21%
CC
24
Claybrook Capital
Massachusetts
$362K 19,030 +19,030 New
HIP
25
HUB Investment Partners
Texas
$360K 18,930 -1,938 -9%
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