VanEck Mortgage REIT Income ETF
MORT
64 hedge funds and large institutions have $31.5M invested in VanEck Mortgage REIT Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 18 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
5% less capital invested
Capital invested by funds: $33.1M → $31.5M (-$1.55M)
1.58% less ownership
Funds ownership: 20.32% → 18.74% (-1.6%)
6% less funds holding
Funds holding: 68 → 64 (-4)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
80% less call options, than puts
Call options by funds: $223K | Put options by funds: $1.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$886K |
| 2 |
LPL Financial
San Diego,
California
|
+$553K |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$359K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$219K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$1.26M |
| 2 |
Morgan Stanley
New York
|
-$984K |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$628K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$409K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$250K |
MORT Hedge Fund Activity: Q1 2023 in Review
64 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2023, worth a combined $31.5M — down 4.7% from $33.1M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of MORT and 16 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 18 added.
The largest buyer was Bank of America, adding an estimated $886K. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $1.26M sold.
- 64 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2023, down from 68 in Q4 2022.
- Funds reported $31.5M of VanEck Mortgage REIT Income ETF stock for Q1 2023, down 4.7% quarter-over-quarter.
- 16 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2023 and 18 closed out, a net change of -2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2023 was Bank of America, an estimated $886K added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2023 was Legacy Capital Wealth Partners, an estimated $1.26M sold.
Based on aggregated 13F filings for Q1 2023.