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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

77 hedge funds and large institutions have $44.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
17
Reduced
16
Closed
11
Calls
$70K
Puts
$321K
Net Calls
-$251K
Net Calls Change
-$275K

Top Buyers

1
DWM
1
Drive Wealth Management
Utah
$1.5M
2
LPL Financial
2
LPL Financial
California
$7.31M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$764K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$626K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$518K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.56M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.32M
4
RJA
4
Raymond James & Associates
Florida
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.49K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.56M 732,305 -710,190 -49%
LPL Financial
2
LPL Financial
California
$7.31M 625,442 +112,002 +22%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.44M 379,624 -635,290 -63%
Morgan Stanley
4
Morgan Stanley
New York
$4.32M 369,470 -610,834 -62%
AWA
5
Arete Wealth Advisors
Illinois
$1.92M 164,044 +954 +0.6%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.64M 140,533 +27,563 +24%
DWM
7
Drive Wealth Management
Utah
$1.5M 128,593 +128,593 New
WS
8
Wedbush Securities
California
$939K 80,325 +20,200 +34%
HHRDM
9
H&H Retirement Design & Management
Nevada
$874K 81,282 -7,200 -8%
LWM
10
Lionsbridge Wealth Management
Florida
$812K 69,452 -1,635 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$764K 65,379 +65,379 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$698K 59,712 +16,857 +39%
EH
13
Equitable Holdings
New York
$628K 53,723 +8,467 +19%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$626K 53,567 +53,567 New
CAN
15
Cetera Advisor Networks
California
$586K 50,111 +24,933 +99%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$519K 44,357 -7,009 -14%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$518K 44,279 +44,279 New
Bessemer Group
18
Bessemer Group
New Jersey
$497K 42,540 – –
Stifel Financial
19
Stifel Financial
Missouri
$497K 42,475 +17,689 +71%
OFG
20
OmniStar Financial Group
North Carolina
$473K 40,441 +40,441 New
Two Sigma Investments
21
Two Sigma Investments
New York
$416K 35,600 +35,600 New
R
22
Rebalance
California
$414K 35,449 – –
UBS Group
23
UBS Group
Switzerland
$369K 31,601 -1,790 -5%
Wealthfront Advisers
24
Wealthfront Advisers
California
$323K 27,610 +10,869 +65%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$301K 25,730 +3,875 +18%
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