VanEck Mortgage REIT Income ETF
MORT
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.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
26% more capital invested
Capital invested by funds: $31.5M → $39.9M (+$8.35M)
0.07% less ownership
Funds ownership: 18.74% → 18.66% (-0.07%)
14% less funds holding
Funds holding: 64 → 55 (-9)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
49% less call options, than puts
Call options by funds: $116K | Put options by funds: $227K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.01M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$457K |
| 4 |
Goldman Sachs
New York
|
+$455K |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.54M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.14M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$1.77M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$842K |
| 5 |
VanEck Associates
New York
|
-$522K |
MORT Hedge Fund Activity: Q2 2023 in Review
55 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2023, worth a combined $39.9M — up 26% from $31.5M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of MORT and 9 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 17 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $11.8M. The largest seller was Bank of America, cutting an estimated $3.54M.
- 55 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2023, down from 64 in Q1 2023.
- Funds reported $39.9M of VanEck Mortgage REIT Income ETF stock for Q2 2023, up 26% quarter-over-quarter.
- 9 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2023 and 16 closed out, a net change of -7 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2023 was Cambridge Investment Research Advisors, an estimated $11.8M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2023 was Bank of America, an estimated $3.54M sold.
Based on aggregated 13F filings for Q2 2023.