MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

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

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.59M
2
UCFA
2
United Capital Financial Advisors
Texas
$490K
3
Citadel Advisors
3
Citadel Advisors
Florida
$362K
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.14M
5
WS
5
Wedbush Securities
California
$513K

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$8.09M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HT
4
HAP Trading
New York
$0
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.09M 577,654 -120,169 -17%
Bank of America
2
Bank of America
North Carolina
$4.68M 334,341 -10,723 -3%
GI
3
Gradient Investments
Minnesota
$4M 285,950 -208 -0.1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.59M 256,402 +210,094 +454%
LPL Financial
5
LPL Financial
California
$3.11M 222,201 -7,694 -3%
CAN
6
Cetera Advisor Networks
California
$2.14M 153,143 +14,740 +11%
AFP
7
Ausdal Financial Partners
Iowa
$1.82M 129,765 +2,228 +2%
AWM
8
Adams Wealth Management
Utah
$1.43M 102,131 +6,532 +7%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$1.41M 100,538 +10,338 +11%
TRCT
10
Tower Research Capital (TRC)
New York
$1.14M 81,137 +22,208 +38%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$930K 66,420 +17,246 +35%
WS
12
Wedbush Securities
California
$513K 36,631 +20,531 +128%
MML Investors Services
13
MML Investors Services
Massachusetts
$496K 35,414 -8,464 -19%
UCFA
14
United Capital Financial Advisors
Texas
$490K 35,016 +35,016 New
AWS
15
AJ Wealth Strategies
New York
$482K 34,400 – –
ASFA
16
All Season Financial Advisors
Colorado
$441K 31,465 +331 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$380K 27,064 -43,336 -62%
UBS Group
18
UBS Group
Switzerland
$375K 26,765 -1,590 -6%
Citadel Advisors
19
Citadel Advisors
Florida
$362K 25,855 +25,855 New
Goldman Sachs
20
Goldman Sachs
New York
$302K 21,555 -35,365 -62%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$282K 20,144 -3,055 -13%
CC
22
Claybrook Capital
Massachusetts
$266K 19,030 – –
SA
23
SFI Advisors
New Jersey
$263K 18,829 – –
GHAM
24
Gilman Hill Asset Management
Connecticut
$245K 17,500 – –
RCM
25
RB Capital Management
Nevada
$215K 15,374 +99 +0.6%
1
2 3 4