VanEck Mortgage REIT Income ETF
MORT
58 hedge funds and large institutions have $66.3M invested in VanEck Mortgage REIT Income ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 11 closing their positions.
12,050% more call options, than puts
Call options by funds: $243K | Put options by funds: $2K
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
1.72% less ownership
Funds ownership: 22.46% → 20.73% (-1.7%)
6% less funds holding
Funds holding: 62 → 58 (-4)
14% less capital invested
Capital invested by funds: $77.1M → $66.3M (-$10.7M)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$1.6M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$881K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$736K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$684K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$744K |
| 3 |
LPL Financial
San Diego,
California
|
-$697K |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$569K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$463K |
MORT Hedge Fund Activity: Q3 2021 in Review
58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2021, worth a combined $66.3M — down 14% from $77.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of MORT and 8 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 25 added.
The largest buyer was Legacy Capital Wealth Partners, opening a new position worth an estimated $1.6M. The largest seller was Bank of America, cutting an estimated $11.7M.
- 58 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2021, down from 62 in Q2 2021.
- Funds reported $66.3M of VanEck Mortgage REIT Income ETF stock for Q3 2021, down 14% quarter-over-quarter.
- 8 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2021 and 11 closed out, a net change of -3 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $1.6M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q3 2021 was Bank of America, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2021.