VanEck Mortgage REIT Income ETF
MORT
72 hedge funds and large institutions have $55.2M invested in VanEck Mortgage REIT Income ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 15 closing their positions.
182% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 11
55% more capital inflows, than outflows
Capital inflows: $8.85M | Capital outflows: $5.7M
0.06% more ownership
Funds ownership: 19.04% → 19.1% (+0.06%)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
1% less funds holding
Funds holding: 73 → 72 (-1)
68% less call options, than puts
Call options by funds: $48K | Put options by funds: $148K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$653K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$483K |
| 4 |
Cascade Financial Partners
San Diego,
California
|
+$416K |
| 5 |
Gradient Investments
Arden Hills,
Minnesota
|
+$403K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.26M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$975K |
| 3 |
Two Sigma Investments
New York
|
-$624K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$457K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$246K |
MORT Hedge Fund Activity: Q4 2024 in Review
72 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2024, worth a combined $55.2M — down 7.6% from $59.7M a quarter earlier.
Fund positioning in MORT was balanced in Q4 2024: 15 funds opened new positions, 15 closed out, 31 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.26M. The largest seller was Morgan Stanley, cutting an estimated $2.26M.
- 72 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2024, down from 73 in Q3 2024.
- Funds reported $55.2M of VanEck Mortgage REIT Income ETF stock for Q4 2024, down 7.6% quarter-over-quarter.
- 15 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2024 and 15 closed out, a net change of 0 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q4 2024 was LPL Financial, an estimated $1.26M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2024.