MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

68 hedge funds and large institutions have $33.1M invested in VanEck Mortgage REIT Income ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
8
Closed
10
Calls
$105K
Puts
$35K
Net Calls
+$70K
Net Calls Change
-$114K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.09M
2
SPC
2
Sigma Planning Corp
Michigan
$716K
3
VanEck Associates
3
VanEck Associates
New York
$673K
4
FAM
4
Flaharty Asset Management
Florida
$628K
5
UBS Group
5
UBS Group
Switzerland
$968K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$172K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
LPL Financial
3
LPL Financial
California
$2.18M
4
AWS
4
AJ Wealth Strategies
New York
$0
5
SA
5
SFI Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.09M 693,197 +302,094 +77%
Morgan Stanley
2
Morgan Stanley
New York
$6.9M 591,015 +23,065 +4%
CAN
3
Cetera Advisor Networks
California
$2.34M 200,344 +32,601 +19%
LPL Financial
4
LPL Financial
California
$2.18M 186,558 -37,715 -17%
AFP
5
Ausdal Financial Partners
Iowa
$1.66M 141,852 +6,054 +4%
AWM
6
Adams Wealth Management
Utah
$1.32M 113,412 +23,492 +26%
LCWP
7
Legacy Capital Wealth Partners
Arkansas
$1.26M 108,277 +6,365 +6%
UBS Group
8
UBS Group
Switzerland
$968K 82,973 +51,526 +164%
SPC
9
Sigma Planning Corp
Michigan
$716K 61,379 +61,379 New
VanEck Associates
10
VanEck Associates
New York
$673K 57,651 +57,361 +19,780%
FAM
11
Flaharty Asset Management
Florida
$628K 53,811 +53,811 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$616K 52,767 +10,935 +26%
UCFA
13
United Capital Financial Advisors
Texas
$409K 35,016 – –
SW
14
SVB Wealth
Massachusetts
$401K 34,400 +34,400 New
MML Investors Services
15
MML Investors Services
Massachusetts
$400K 34,247 -9,531 -22%
WS
16
Wedbush Securities
California
$373K 31,943 +600 +2%
R
17
Rebalance
California
$347K 29,728 +29,728 New
RJA
18
Raymond James & Associates
Florida
$324K 27,761 +16,209 +140%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$250K 21,416 +21,416 New
GHAM
20
Gilman Hill Asset Management
Connecticut
$233K 20,000 +5,000 +33%
CC
21
Claybrook Capital
Massachusetts
$222K 19,030 – –
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$213K 18,242 – –
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$212K 18,151 +3,251 +22%
CF
24
Cantor Fitzgerald
New York
$210K 17,977 +2,984 +20%
Osaic Holdings
25
Osaic Holdings
Arizona
$190K 16,239 -1,553 -9%
1
2 3 4