VanEck Mortgage REIT Income ETF
MORT
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.
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $44.6M → $49.9M (+$5.3M)
1.7% more ownership
Funds ownership: 16.62% → 18.32% (+1.7%)
0% more funds holding
Funds holding: 77 → 77 (0)
8% less call options, than puts
Call options by funds: $198K | Put options by funds: $215K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.87M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$828K |
| 4 |
DWM
Drive Wealth Management
Lehi,
Utah
|
+$419K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.16M |
| 2 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$812K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$497K |
| 4 |
Goldman Sachs
New York
|
-$282K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
-$249K |
MORT Hedge Fund Activity: Q2 2024 in Review
77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2024, worth a combined $49.9M — up 12% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MORT positions and 11 closed out — a net gain of 2 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Gradient Investments, adding an estimated $5.87M. The largest seller was Bank of America, cutting an estimated $1.16M.
- 77 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $49.9M of VanEck Mortgage REIT Income ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 13 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2024 and 11 closed out, a net change of +2 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q2 2024 was Gradient Investments, an estimated $5.87M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q2 2024 was Bank of America, an estimated $1.16M sold.
Based on aggregated 13F filings for Q2 2024.