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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

70 hedge funds and large institutions have $55M invested in VanEck Mortgage REIT Income ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 15 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
11
Closed
15
Calls
$48K
Puts
$148K
Net Calls
-$100K
Net Calls Change
-$162K

Top Buyers

1
IP
1
Integras Partners
Georgia
$1.26M
2
LPL Financial
2
LPL Financial
California
$9.54M
3
UBS Group
3
UBS Group
Switzerland
$928K
4
Raymond James Financial
4
Raymond James Financial
Florida
$482K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.51M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.77M
2
Bank of America
2
Bank of America
North Carolina
$5.97M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$170K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.54M 898,469 +112,053 +14%
GI
2
Gradient Investments
Minnesota
$6.42M 604,278 +35,783 +6%
Bank of America
3
Bank of America
North Carolina
$5.97M 562,094 -86,651 -13%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.29M 404,121 +3,324 +0.8%
DWM
5
Drive Wealth Management
Utah
$3.14M 295,850 +22,829 +8%
Morgan Stanley
6
Morgan Stanley
New York
$2.77M 261,141 -201,151 -44%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.14M 201,594 +24,641 +14%
AWA
8
Arete Wealth Advisors
Illinois
$2.01M 189,746 +3,822 +2%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$1.52M 142,737 +6,759 +5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.51M 142,577 +42,933 +43%
IP
11
Integras Partners
Georgia
$1.26M 118,235 +118,235 New
HHRDM
12
H&H Retirement Design & Management
Nevada
$1.09M 94,475 +5,174 +6%
WS
13
Wedbush Securities
California
$994K 93,569 +3,580 +4%
UBS Group
14
UBS Group
Switzerland
$928K 87,336 +58,006 +198%
EH
15
Equitable Holdings
New York
$817K 76,915 +11,717 +18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$748K 70,391 +27,623 +65%
SPIA
17
Steward Partners Investment Advisory
New York
$728K 68,563 +17,093 +33%
Wealthfront Advisers
18
Wealthfront Advisers
California
$608K 57,215 +11,902 +26%
Stifel Financial
19
Stifel Financial
Missouri
$585K 55,060 -6,691 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$538K 50,613 +11,868 +31%
Raymond James Financial
21
Raymond James Financial
Florida
$482K 45,377 +45,377 New
R
22
Rebalance
California
$451K 42,432 +2,525 +6%
GM
23
GeoWealth Management
Illinois
$436K 41,101 +7,409 +22%
CFP
24
Cascade Financial Partners
California
$393K 37,000 +37,000 New
FTS
25
Fifth Third Securities
Ohio
$389K 36,639 +9,026 +33%
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