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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

65 hedge funds and large institutions have $61.6M invested in VanEck Mortgage REIT Income ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 19 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
21
Reduced
6
Closed
19
Calls
$151K
Puts
$127K
Net Calls
+$24K
Net Calls Change
+$73K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
AWA
3
Arete Wealth Advisors
Illinois
$1.93M
4
LPL Financial
4
LPL Financial
California
$6.07M
5
HHRDM
5
H&H Retirement Design & Management
Nevada
$956K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
AWM
4
Axxcess Wealth Management
California
$0
5
KPWS
5
Kestra Private Wealth Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17.1M 1,442,495 +898,820 +165%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$12M 1,014,914 -40,604 -4%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M 980,304 +462,950 +89%
LPL Financial
4
LPL Financial
California
$6.07M 513,440 +89,653 +21%
AWA
5
Arete Wealth Advisors
Illinois
$1.93M 163,090 +163,090 New
MML Investors Services
6
MML Investors Services
Massachusetts
$1.34M 112,970 +23,525 +26%
HHRDM
7
H&H Retirement Design & Management
Nevada
$956K 88,482 +88,482 New
LWM
8
Lionsbridge Wealth Management
Florida
$840K 71,087 +71,087 New
WS
9
Wedbush Securities
California
$711K 60,125 +8,900 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$607K 51,366 +847 +2%
EH
11
Equitable Holdings
New York
$535K 45,256 +8,250 +22%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$507K 42,855 +42,855 New
Bessemer Group
13
Bessemer Group
New Jersey
$503K 42,540 +1,730 +4%
Goldman Sachs
14
Goldman Sachs
New York
$467K 39,511 +39,511 New
R
15
Rebalance
California
$419K 35,449 – –
UBS Group
16
UBS Group
Switzerland
$395K 33,391 +2,763 +9%
JIP
17
Jaffetilchin Investment Partners
Florida
$340K 28,731 +6,883 +32%
RJA
18
Raymond James & Associates
Florida
$328K 27,775 +14 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$306K 25,851 +1,921 +8%
CPRC
20
Consolidated Portfolio Review Corp
New York
$301K 25,498 +367 +1%
CAN
21
Cetera Advisor Networks
California
$298K 25,178 +8,450 +51%
Stifel Financial
22
Stifel Financial
Missouri
$293K 24,786 +24,786 New
Citadel Advisors
23
Citadel Advisors
Florida
$289K 24,444 +10,668 +77%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$258K 21,855 +2,903 +15%
IAIM
25
International Assets Investment Management
Florida
$257K 21,725 +21,725 New
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