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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

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.

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
18
Reduced
10
Closed
18
Calls
$223K
Puts
$1.11M
Net Calls
-$891K
Net Calls Change
-$961K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.65M
2
LPL Financial
2
LPL Financial
California
$2.61M
3
AWM
3
Adams Wealth Management
Utah
$1.61M
4
AWM
4
Axxcess Wealth Management
California
$201K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$196K

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.78M
3
FAM
3
Flaharty Asset Management
Florida
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.65M 765,129 +71,932 +10%
Morgan Stanley
2
Morgan Stanley
New York
$5.78M 511,131 -79,884 -14%
LPL Financial
3
LPL Financial
California
$2.61M 231,398 +44,840 +24%
CAN
4
Cetera Advisor Networks
California
$2.39M 211,320 +10,976 +5%
AFP
5
Ausdal Financial Partners
Iowa
$1.77M 156,567 +14,715 +10%
AWM
6
Adams Wealth Management
Utah
$1.61M 142,531 +29,119 +26%
UBS Group
7
UBS Group
Switzerland
$945K 83,586 +613 +0.7%
SPC
8
Sigma Planning Corp
Michigan
$842K 74,509 +13,130 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$612K 54,176 +1,409 +3%
VanEck Associates
10
VanEck Associates
New York
$568K 50,237 -7,414 -13%
MML Investors Services
11
MML Investors Services
Massachusetts
$550K 48,716 +14,469 +42%
SW
12
SVB Wealth
Massachusetts
$389K 34,400 – –
R
13
Rebalance
California
$384K 33,950 +4,222 +14%
WS
14
Wedbush Securities
California
$361K 31,943 – –
RJA
15
Raymond James & Associates
Florida
$314K 27,761 – –
GIA
16
Gladstone Institutional Advisory
Florida
$287K 25,405 +9,386 +59%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$246K 21,803 +3,652 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$243K 21,915 +5,676 +35%
CC
19
Claybrook Capital
Massachusetts
$215K 19,030 – –
AWM
20
Axxcess Wealth Management
California
$201K 17,749 +17,749 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$196K 17,367 +17,367 New
EH
22
Equitable Holdings
New York
$182K 16,139 +16,139 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$162K 14,316 -383 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$150K 13,262 +13,262 New
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$147K 13,028 -5,214 -29%
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