Ellington Residential Mortgage REIT
EARN
42 hedge funds and large institutions have $6.18M invested in Ellington Residential Mortgage REIT in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 13 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
2.38% less ownership
Funds ownership: 6.1% → 3.72% (-2.4%)
9% less funds holding
Funds holding: 46 → 42 (-4)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
39% less capital invested
Capital invested by funds: $10.2M → $6.18M (-$3.98M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $51K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$247K |
| 2 |
VA
Vident Advisory
Alpharetta,
Georgia
|
+$194K |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$163K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$98.8K |
| 5 |
Renaissance Technologies
New York
|
+$76.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DFG
Delphi Financial Group
Wilmington,
Delaware
|
-$2.7M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$741K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$675K |
| 4 |
Jane Street
New York
|
-$202K |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$171K |
EARN Hedge Fund Activity: Q2 2026 in Review
42 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Ellington Residential Mortgage REIT (EARN) for Q2 2026, worth a combined $6.18M — down 39% from $10.2M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of EARN and 10 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 12 added.
The largest buyer was Osaic Holdings, adding an estimated $247K. The largest seller was Delphi Financial Group, exiting entirely with an estimated $2.7M sold.
- 42 institutional investors held Ellington Residential Mortgage REIT (EARN) as of Q2 2026, down from 46 in Q1 2026.
- Funds reported $6.18M of Ellington Residential Mortgage REIT stock for Q2 2026, down 39% quarter-over-quarter.
- 10 funds opened new Ellington Residential Mortgage REIT positions in Q2 2026 and 13 closed out, a net change of -3 holders.
- The largest Ellington Residential Mortgage REIT buyer in Q2 2026 was Osaic Holdings, an estimated $247K added.
- The largest Ellington Residential Mortgage REIT seller in Q2 2026 was Delphi Financial Group, an estimated $2.7M sold.
Based on aggregated 13F filings for Q2 2026.