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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

69 hedge funds and large institutions have $63.7M invested in VanEck Mortgage REIT Income ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
27
Reduced
10
Closed
8
Calls
$530K
Puts
$3K
Net Calls
+$527K
Net Calls Change
+$286K

Top Buyers

1
AWS
1
AJ Wealth Strategies
New York
$1.11M
2
SPIA
2
Steward Partners Investment Advisory
New York
$934K
3
Morgan Stanley
3
Morgan Stanley
New York
$11.7M
4
Bank of America
4
Bank of America
North Carolina
$8.69M
5
RJA
5
Raymond James & Associates
Florida
$764K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KWM
3
Kingsview Wealth Management
Oregon
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$18K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$13.1M 727,422 +10,743 +1%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M 649,827 +49,482 +8%
Bank of America
3
Bank of America
North Carolina
$8.69M 483,557 +48,632 +11%
LPL Financial
4
LPL Financial
California
$5.02M 279,570 +20,394 +8%
CAN
5
Cetera Advisor Networks
California
$2.3M 127,975 +7,045 +6%
AFP
6
Ausdal Financial Partners
Iowa
$1.94M 108,148 +5,539 +5%
AWM
7
Adams Wealth Management
Utah
$1.73M 96,294 -6,423 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.64M 91,555 +1,077 +1%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$1.62M 91,486 +7,330 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.44M 79,973 +19,046 +31%
AWS
11
AJ Wealth Strategies
New York
$1.11M 61,750 +61,750 New
SPIA
12
Steward Partners Investment Advisory
New York
$934K 51,977 +51,977 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$819K 45,617 +1,514 +3%
ASN
14
Advisory Services Network
Georgia
$789K 43,927 +2,157 +5%
MML Investors Services
15
MML Investors Services
Massachusetts
$786K 43,765 -2,020 -4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$782K 39,381 +15,105 +62%
RJA
17
Raymond James & Associates
Florida
$764K 42,532 +42,532 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$760K 42,295 -7,968 -16%
UBS Group
19
UBS Group
Switzerland
$667K 37,120 -4,084 -10%
Goldman Sachs
20
Goldman Sachs
New York
$666K 37,091 +100 +0.3%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$630K 35,062 – –
ASFA
22
All Season Financial Advisors
Colorado
$481K 26,755 -3,134 -10%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$449K 23,476 +23,476 New
HIP
24
HUB Investment Partners
Texas
$343K 19,092 +162 +0.9%
CC
25
Claybrook Capital
Massachusetts
$342K 19,030 – –
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