VanEck Mortgage REIT Income ETF
MORT
65 hedge funds and large institutions have $55.8M invested in VanEck Mortgage REIT Income ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 19 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
47% more capital invested
Capital invested by funds: $37.8M → $55.8M (+$17.9M)
19% more call options, than puts
Call options by funds: $151K | Put options by funds: $127K
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
4.22% more ownership
Funds ownership: 18.23% → 22.46% (+4.2%)
0% more funds holding
Funds holding: 65 → 65 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.85M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.79M |
| 3 |
LPL Financial
San Diego,
California
|
+$983K |
| 4 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$970K |
| 5 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$779K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$445K |
| 2 |
Morgan Stanley
New York
|
-$298K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$264K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$229K |
| 5 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$202K |
MORT Hedge Fund Activity: Q4 2023 in Review
65 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2023, worth a combined $55.8M — up 47% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new MORT positions and 19 closed out — a net gain of 2 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $9.85M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $445K.
- 65 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $55.8M of VanEck Mortgage REIT Income ETF stock for Q4 2023, up 47% quarter-over-quarter.
- 21 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2023 and 19 closed out, a net change of +2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q4 2023 was Bank of America, an estimated $9.85M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $445K sold.
Based on aggregated 13F filings for Q4 2023.