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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

77 hedge funds and large institutions have $49.9M invested in VanEck Mortgage REIT Income ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
30
Reduced
15
Closed
11
Calls
$198K
Puts
$215K
Net Calls
-$17K
Net Calls Change
+$234K

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$5.95M
2
OFS
2
OneAscent Financial Services
Alabama
$1.11M
3
LPL Financial
3
LPL Financial
California
$7.84M
4
DWM
4
Drive Wealth Management
Utah
$1.86M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.02M
2
LWM
2
Lionsbridge Wealth Management
Florida
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.88M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.84M 700,386 +74,944 +12%
Bank of America
2
Bank of America
North Carolina
$7.02M 627,475 -104,830 -14%
GI
3
Gradient Investments
Minnesota
$5.95M 532,035 +531,311 +73,385%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.36M 389,645 +10,021 +3%
Morgan Stanley
5
Morgan Stanley
New York
$3.88M 347,180 -22,290 -6%
AWA
6
Arete Wealth Advisors
Illinois
$1.87M 168,177 +4,133 +3%
DWM
7
Drive Wealth Management
Utah
$1.86M 166,503 +37,910 +29%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.83M 163,885 +23,352 +17%
OFS
9
OneAscent Financial Services
Alabama
$1.11M 98,920 +98,920 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.09M 97,087 +31,708 +48%
HHRDM
11
H&H Retirement Design & Management
Nevada
$988K 83,235 +1,953 +2%
WS
12
Wedbush Securities
California
$945K 84,489 +4,164 +5%
Stifel Financial
13
Stifel Financial
Missouri
$701K 62,667 +20,192 +48%
EH
14
Equitable Holdings
New York
$683K 61,060 +7,337 +14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$629K 56,243 -3,469 -6%
Two Sigma Investments
16
Two Sigma Investments
New York
$480K 42,900 +7,300 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$469K 41,896 +19,325 +86%
Wealthfront Advisers
18
Wealthfront Advisers
California
$466K 41,683 +14,073 +51%
R
19
Rebalance
California
$447K 39,907 +4,458 +13%
OFG
20
OmniStar Financial Group
North Carolina
$434K 38,799 -1,642 -4%
GM
21
GeoWealth Management
Illinois
$432K 38,596 +19,393 +101%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$396K 35,385 -18,182 -34%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$391K 34,960 -9,319 -21%
UBS Group
24
UBS Group
Switzerland
$364K 32,567 +966 +3%
SWA
25
Sax Wealth Advisors
New Jersey
$336K 30,000 +30,000 New
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