VanEck Mortgage REIT Income ETF
MORT
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.
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
200% more call options, than puts
Call options by funds: $105K | Put options by funds: $35K
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $25.6M → $33.1M (+$7.5M)
10% more funds holding
Funds holding: 62 → 68 (+6)
2.36% more ownership
Funds ownership: 17.95% → 20.32% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.63M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$737K |
| 3 |
VanEck Associates
New York
|
+$689K |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$646K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$967K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$510K |
| 3 |
LPL Financial
San Diego,
California
|
-$453K |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$380K |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$216K |
MORT Hedge Fund Activity: Q4 2022 in Review
68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2022, worth a combined $33.1M — up 29% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new MORT positions and 10 closed out — a net gain of 7 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $3.63M. The largest seller was Susquehanna International Group, cutting an estimated $967K.
- 68 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2022, up from 62 in Q3 2022.
- Funds reported $33.1M of VanEck Mortgage REIT Income ETF stock for Q4 2022, up 29% quarter-over-quarter.
- 17 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2022 and 10 closed out, a net change of +7 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q4 2022 was Bank of America, an estimated $3.63M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q4 2022 was Susquehanna International Group, an estimated $967K sold.
Based on aggregated 13F filings for Q4 2022.