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VanEck Mortgage REIT Income ETF
MORT

70 hedge funds and large institutions have $65.3M invested in VanEck Mortgage REIT Income ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17,567% more call options, than puts

Call options by funds: $530K | Put options by funds: $3K

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

21% more funds holding

Funds holding: 58 → 70 (+12)

1.18% more ownership

Funds ownership: 20.73% → 21.91% (+1.2%)

2% less capital invested

Capital invested by funds: $66.3M → $65.3M (-$1.05M)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
10
Closed
8
Calls
$530K
Puts
$3K
Net Calls
+$527K
Net Calls Change
+$286K

Top Buyers

Rank Fund Capital Flow
1
AWS
AJ Wealth Strategies
New York
+$1.17M
2
SPIA
Steward Partners Investment Advisory
New York
+$984K
3
Morgan Stanley
Morgan Stanley
New York
+$937K
4
Bank of America
Bank of America
North Carolina
+$921K
5
RJA
Raymond James & Associates
Florida
+$805K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$888K
3
KWM
Kingsview Wealth Management
Oregon
-$735K
4
FTUS
Flow Traders U.S.
New York
-$299K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$13.1M +$203K +10,743 +1%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M +$937K +49,482 +8%
Bank of America
3
Bank of America
North Carolina
$8.69M +$921K +48,632 +11%
LPL Financial
4
LPL Financial
California
$5.02M +$386K +20,394 +8%
CAN
5
Cetera Advisor Networks
California
$2.3M +$133K +7,045 +6%
AFP
6
Ausdal Financial Partners
Iowa
$1.94M +$105K +5,539 +5%
AWM
7
Adams Wealth Management
Utah
$1.73M -$122K -6,423 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.64M +$20.4K +1,077 +1%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$1.62M +$139K +7,330 +9%
IFG
10
Independent Financial Group
California
$1.53M +$56.1K +2,964 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.44M +$361K +19,046 +31%
AWS
12
AJ Wealth Strategies
New York
$1.11M +$1.17M +61,750 New
SPIA
13
Steward Partners Investment Advisory
New York
$934K +$984K +51,977 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$819K +$28.7K +1,514 +3%
ASN
15
Advisory Services Network
Georgia
$789K +$40.8K +2,157 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$786K -$38.2K -2,020 -4%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$782K +$286K +15,105 +62%
RJA
18
Raymond James & Associates
Florida
$764K +$805K +42,532 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$760K -$151K -7,968 -16%
UBS Group
20
UBS Group
Switzerland
$667K -$77.3K -4,084 -10%
Goldman Sachs
21
Goldman Sachs
New York
$666K +$1.89K +100 +0.3%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$630K – – –
ASFA
23
All Season Financial Advisors
Colorado
$481K -$59.3K -3,134 -10%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$449K +$444K +23,476 New
HIP
25
HUB Investment Partners
Texas
$343K +$3.07K +162 +0.9%
1
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MORT Hedge Fund Activity: Q4 2021 in Review

70 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2021, worth a combined $65.3M — down 1.6% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MORT positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $1.17M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $1M sold.

  • 70 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $65.3M of VanEck Mortgage REIT Income ETF stock for Q4 2021, down 1.6% quarter-over-quarter.
  • 20 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2021 and 8 closed out, a net change of +12 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2021 was AJ Wealth Strategies, an estimated $1.17M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2021 was Tower Research Capital (TRC), an estimated $1M sold.

Based on aggregated 13F filings for Q4 2021.