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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

55 hedge funds and large institutions have $39.9M invested in VanEck Mortgage REIT Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 16 closing their positions.

Holders
55
Holders Change
-9
Holders Change %
-14.06%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
9
Closed
16
Calls
$116K
Puts
$227K
Net Calls
-$111K
Net Calls Change
+$780K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.1M
2
LPL Financial
2
LPL Financial
California
$4.98M
3
UBS Group
3
UBS Group
Switzerland
$1.51M
4
Goldman Sachs
4
Goldman Sachs
New York
$499K
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$302K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.3M
2
CAN
2
Cetera Advisor Networks
California
$191K
3
AFP
3
Ausdal Financial Partners
Iowa
$0
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
VanEck Associates
5
VanEck Associates
New York
$31K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$13.1M 1,087,262 +1,076,854 +10,346%
Morgan Stanley
2
Morgan Stanley
New York
$5.83M 485,256 -25,875 -5%
Bank of America
3
Bank of America
North Carolina
$5.3M 441,573 -323,556 -42%
LPL Financial
4
LPL Financial
California
$4.98M 414,678 +183,280 +79%
AWM
5
Adams Wealth Management
Utah
$1.78M 148,488 +5,957 +4%
UBS Group
6
UBS Group
Switzerland
$1.51M 125,347 +41,761 +50%
MML Investors Services
7
MML Investors Services
Massachusetts
$745K 62,033 +13,317 +27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$649K 53,998 -178 -0.3%
Goldman Sachs
9
Goldman Sachs
New York
$499K 41,541 +41,541 New
WS
10
Wedbush Securities
California
$485K 40,389 +8,446 +26%
R
11
Rebalance
California
$426K 35,449 +1,499 +4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$384K 31,964 +17,648 +123%
RJA
13
Raymond James & Associates
Florida
$333K 27,761 – –
CPRC
14
Consolidated Portfolio Review Corp
New York
$302K 25,131 +25,131 New
Osaic Holdings
15
Osaic Holdings
Arizona
$267K 22,402 +487 +2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$262K 21,803 – –
EH
17
Equitable Holdings
New York
$249K 20,710 +4,571 +28%
CC
18
Claybrook Capital
Massachusetts
$229K 19,030 – –
JIP
19
Jaffetilchin Investment Partners
Florida
$217K 18,027 +18,027 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$215K 17,890 +523 +3%
CAN
21
Cetera Advisor Networks
California
$191K 15,923 -195,397 -92%
KPWS
22
Kestra Private Wealth Services
Texas
$162K 13,504 +13,504 New
SFP
23
Strategic Financial Partners
Oregon
$154K 12,823 – –
SIC
24
Samalin Investment Counsel
New York
$151K 12,608 +468 +4%
HIP
25
HUB Investment Partners
Texas
$147K 12,258 +75 +0.6%
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