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VanEck Mortgage REIT Income ETF
MORT

85 hedge funds and large institutions have $122M invested in VanEck Mortgage REIT Income ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $627K | Put options by funds: $357K

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

24% more capital invested

Capital invested by funds: $98.4M → $122M (+$23.6M)

5.68% more ownership

Funds ownership: 25.4% → 31.09% (+5.7%)

8% less funds holding

Funds holding: 92 → 85 (-7)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
33
Reduced
22
Closed
15
Calls
$627K
Puts
$357K
Net Calls
+$270K
Net Calls Change
+$305K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.3M
2
JIP
Jaffetilchin Investment Partners
Florida
+$15.4M
3
Morgan Stanley
Morgan Stanley
New York
+$11.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.47M
5
UBS Group
UBS Group
Switzerland
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$13.4M
2
GI
Gradient Investments
Minnesota
-$7.43M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.71M
4
PF
Phoenix Financial
Israel
-$4.27M
5
AWA
Arete Wealth Advisors
Illinois
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
26
Soltis Investment Advisors
Utah
$644K -$640K -59,901 -49%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$638K +$536K +50,239 +421%
FTS
28
Fifth Third Securities
Ohio
$633K +$90.6K +8,489 +16%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$614K +$133K +12,460 +26%
CFP
30
Cascade Financial Partners
California
$594K +$9.82K +920 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$588K +$166K +15,552 +37%
NEPWA
32
New England Private Wealth Advisors
Massachusetts
$572K – – –
AC
33
Anson Capital
Georgia
$567K +$1.91K +179 +0.3%
AIM
34
Advyzon Investment Management
Illinois
$514K +$141K +13,184 +36%
Wealthfront Advisers
35
Wealthfront Advisers
California
$501K +$219K +20,469 +72%
OFO
36
OneAscent Family Office
Alabama
$495K -$24.8K -2,326 -5%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$471K -$208K -19,476 -29%
AC
38
AlphaCore Capital
California
$444K -$15.3K -1,433 -3%
MSWA
39
Marshall & Sterling Wealth Advisors
New York
$332K -$40.8K -3,820 -11%
SWA
40
Sax Wealth Advisors
New Jersey
$315K – – –
IFWM
41
Institute for Wealth Management
Colorado
$271K – – –
NA
42
NewEdge Advisors
Louisiana
$252K +$4.91K +460 +2%
HIM
43
Hillsdale Investment Management
Ontario, Canada
$248K -$156K -14,610 -38%
HF
44
HRT Financial
New York
$239K -$107K -10,056 -30%
LSA
45
L & S Advisors
California
$235K +$245K +22,936 New
APW
46
Aurora Private Wealth
New Jersey
$211K +$220K +20,573 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$206K +$68.1K +6,378 +46%
SPC
48
Sigma Planning Corp
Michigan
$198K -$10.7K -1,000 -5%
Lido Advisors
49
Lido Advisors
California
$195K – – –
TA
50
TPG Advisors
Illinois
$173K +$18.1K +1,700 +11%
1
2
3 4 5

MORT Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2026, worth a combined $122M — up 24% from $98.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MORT and 10 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was HighTower Advisors, cutting an estimated $13.4M.

  • 85 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2026, down from 92 in Q4 2025.
  • Funds reported $122M of VanEck Mortgage REIT Income ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2026 and 15 closed out, a net change of -5 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2026 was Bank of America, an estimated $18.3M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2026 was HighTower Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2026.