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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

72 hedge funds and large institutions have $59.6M invested in VanEck Mortgage REIT Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 15 closing their positions.

Holders
72
Holders Change
-5
Holders Change %
-6.49%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
13
Closed
15
Calls
$132K
Puts
$70K
Net Calls
+$62K
Net Calls Change
+$79K

Top Buyers

1
PIWA
1
Prevail Innovative Wealth Advisors
Kansas
$1.64M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.58M
3
DWM
3
Drive Wealth Management
Utah
$3.3M
4
LPL Financial
4
LPL Financial
California
$9.49M
5
SPIA
5
Steward Partners Investment Advisory
New York
$621K

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
OFG
2
OmniStar Financial Group
North Carolina
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$160K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.49M 786,416 +86,030 +12%
Bank of America
2
Bank of America
North Carolina
$7.83M 648,745 +21,270 +3%
GI
3
Gradient Investments
Minnesota
$6.86M 568,495 +36,460 +7%
Morgan Stanley
4
Morgan Stanley
New York
$5.58M 462,292 +115,112 +33%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.84M 400,797 +11,152 +3%
DWM
6
Drive Wealth Management
Utah
$3.3M 273,021 +106,518 +64%
AWA
7
Arete Wealth Advisors
Illinois
$2.24M 185,924 +17,747 +11%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.14M 176,953 +13,068 +8%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$1.64M 135,978 +135,978 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.2M 99,644 +2,557 +3%
WS
11
Wedbush Securities
California
$1.09M 89,989 +5,500 +7%
HHRDM
12
H&H Retirement Design & Management
Nevada
$1.03M 89,301 +6,066 +7%
Two Sigma Investments
13
Two Sigma Investments
New York
$863K 71,500 +28,600 +67%
EH
14
Equitable Holdings
New York
$787K 65,198 +4,138 +7%
Stifel Financial
15
Stifel Financial
Missouri
$745K 61,751 -916 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$647K 53,614 -2,629 -5%
SPIA
17
Steward Partners Investment Advisory
New York
$621K 51,470 +51,470 New
Wealthfront Advisers
18
Wealthfront Advisers
California
$547K 45,313 +3,630 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$516K 42,768 +872 +2%
R
20
Rebalance
California
$482K 39,907 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$467K 38,745 +12,140 +46%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$457K 37,822 +2,862 +8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$418K 34,631 +7,022 +25%
GM
24
GeoWealth Management
Illinois
$407K 33,692 -4,904 -13%
SWA
25
Sax Wealth Advisors
New Jersey
$362K 30,000 – –
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