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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

65 hedge funds and large institutions have $37.8M invested in VanEck Mortgage REIT Income ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
13
Reduced
9
Closed
5
Calls
$55K
Puts
$104K
Net Calls
-$49K
Net Calls Change
+$62K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.18M
2
Bessemer Group
2
Bessemer Group
New Jersey
$464K
3
Morgan Stanley
3
Morgan Stanley
New York
$5.88M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.02M
5
FTUS
5
Flow Traders U.S.
New York
$229K

Top Sellers

1
AWM
1
Adams Wealth Management
Utah
$251K
2
UBS Group
2
UBS Group
Switzerland
$348K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$12M
5
SIC
5
Samalin Investment Counsel
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12M 1,055,518 -31,744 -3%
Bank of America
2
Bank of America
North Carolina
$6.18M 543,675 +102,102 +23%
Morgan Stanley
3
Morgan Stanley
New York
$5.88M 517,354 +32,098 +7%
LPL Financial
4
LPL Financial
California
$4.82M 423,787 +9,109 +2%
MML Investors Services
5
MML Investors Services
Massachusetts
$1.02M 89,445 +27,412 +44%
WS
6
Wedbush Securities
California
$582K 51,225 +10,836 +27%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$574K 50,519 -3,479 -6%
Bessemer Group
8
Bessemer Group
New Jersey
$464K 40,810 +40,810 New
EH
9
Equitable Holdings
New York
$421K 37,006 +16,296 +79%
R
10
Rebalance
California
$403K 35,449 – –
UBS Group
11
UBS Group
Switzerland
$348K 30,628 -94,719 -76%
RJA
12
Raymond James & Associates
Florida
$316K 27,761 – –
CPRC
13
Consolidated Portfolio Review Corp
New York
$286K 25,131 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$272K 23,930 +1,528 +7%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$264K 23,254 -8,710 -27%
AWM
16
Adams Wealth Management
Utah
$251K 22,093 -126,395 -85%
JIP
17
Jaffetilchin Investment Partners
Florida
$248K 21,848 +3,821 +21%
FTUS
18
Flow Traders U.S.
New York
$229K 20,098 +20,098 New
ACM
19
Alpha Capital Management
Texas
$220K 19,334 +19,334 New
CC
20
Claybrook Capital
Massachusetts
$216K 19,030 – –
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$215K 18,952 +18,952 New
AWM
22
Axxcess Wealth Management
California
$202K 17,800 +17,800 New
CAN
23
Cetera Advisor Networks
California
$190K 16,728 +805 +5%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$187K 16,484 -5,319 -24%
Wealthfront Advisers
25
Wealthfront Advisers
California
$166K 14,577 +3,186 +28%
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