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VanEck Mortgage REIT Income ETF

67 hedge funds and large institutions have $39.8M invested in VanEck Mortgage REIT Income ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 6667 (+1)

1.32% more ownership

Funds ownership: 19.54%20.86% (+1.3%)

28% less capital invested

Capital invested by funds: $55.1M → $39.8M (-$15.2M)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
20
Closed
12
Calls
$382K
Puts
Net Calls
+$382K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.09M -$1.83M -120,169 -17%
Bank of America
2
Bank of America
North Carolina
$4.68M -$163K -10,723 -3%
GI
3
Gradient Investments
Minnesota
$4M -$3.17K -208 -0.1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.59M +$3.2M +210,094 +454%
LPL Financial
5
LPL Financial
California
$3.11M -$117K -7,694 -3%
CAN
6
Cetera Advisor Networks
California
$2.14M +$224K +14,740 +11%
AFP
7
Ausdal Financial Partners
Iowa
$1.82M +$33.9K +2,228 +2%
AWM
8
Adams Wealth Management
Utah
$1.43M +$99.5K +6,532 +7%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$1.41M +$157K +10,338 +11%
TRCT
10
Tower Research Capital (TRC)
New York
$1.14M +$338K +22,208 +38%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$930K +$263K +17,246 +35%
WS
12
Wedbush Securities
California
$513K +$313K +20,531 +128%
MML Investors Services
13
MML Investors Services
Massachusetts
$496K -$129K -8,464 -19%
UCFA
14
United Capital Financial Advisors
Texas
$490K +$533K +35,016 New
AWS
15
AJ Wealth Strategies
New York
$482K
ASFA
16
All Season Financial Advisors
Colorado
$441K +$5.04K +331 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$380K -$660K -43,336 -62%
UBS Group
18
UBS Group
Switzerland
$375K -$24.2K -1,590 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$362K +$394K +25,855 New
Goldman Sachs
20
Goldman Sachs
New York
$302K -$539K -35,365 -62%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$282K -$46.5K -3,055 -13%
CC
22
Claybrook Capital
Massachusetts
$266K
SA
23
SFI Advisors
New Jersey
$263K
GHAM
24
Gilman Hill Asset Management
Connecticut
$245K
RCM
25
RB Capital Management
Nevada
$215K +$1.51K +99 +0.6%

MORT Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2022, worth a combined $39.8M — down 28% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MORT positions and 12 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.2M. The largest seller was Aaron Wealth Advisors, exiting entirely with an estimated $5M sold.

  • 67 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2022, up from 66 in Q1 2022.
  • Funds reported $39.8M of VanEck Mortgage REIT Income ETF stock for Q2 2022, down 28% quarter-over-quarter.
  • 14 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2022 and 12 closed out, a net change of +2 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q2 2022 was Cambridge Investment Research Advisors, an estimated $3.2M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q2 2022 was Aaron Wealth Advisors, an estimated $5M sold.

Based on aggregated 13F filings for Q2 2022.