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VanEck Mortgage REIT Income ETF
MORT

82 hedge funds and large institutions have $75.2M invested in VanEck Mortgage REIT Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

37% more capital invested

Capital invested by funds: $55M → $75.2M (+$20.3M)

17% more funds holding

Funds holding: 70 → 82 (+12)

5.12% more ownership

Funds ownership: 19.02% → 24.14% (+5.1%)

0% more call options, than puts

Call options by funds: $194K | Put options by funds: $194K

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
33
Reduced
12
Closed
4
Calls
$194K
Puts
$194K
Net Calls
–
Net Calls Change
+$100K

Top Buyers

Rank Fund Capital Flow
1
AI
AXS Investments
New York
+$6.35M
2
LPL Financial
LPL Financial
California
+$5.25M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.85M
4
IFG
Independent Financial Group
California
+$1.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$933K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$962K
2
UBS Group
UBS Group
Switzerland
-$673K
3
R
Rebalance
California
-$451K
4
GM
GeoWealth Management
Illinois
-$436K
5
Wealthfront Advisers
Wealthfront Advisers
California
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$469K +$126K +11,289 +37%
CFP
27
Cascade Financial Partners
California
$458K +$45K +4,020 +11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$452K +$191K +17,091 +73%
Wealthfront Advisers
29
Wealthfront Advisers
California
$445K -$194K -17,343 -30%
FTS
30
Fifth Third Securities
Ohio
$424K +$15.2K +1,353 +4%
SWA
31
Sax Wealth Advisors
New Jersey
$335K – – –
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$329K +$6.55K +585 +2%
AFP
33
Ausdal Financial Partners
Iowa
$319K +$320K +28,547 New
Osaic Holdings
34
Osaic Holdings
Arizona
$319K +$49.9K +4,456 +18%
UBS Group
35
UBS Group
Switzerland
$304K -$673K -60,080 -69%
AIM
36
Advyzon Investment Management
Illinois
$298K +$136K +12,165 +84%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$294K – – –
HF
38
HRT Financial
New York
$290K +$291K +25,982 New
JIP
39
Jaffetilchin Investment Partners
Florida
$243K -$7.73K -690 -3%
IAIM
40
International Assets Investment Management
Florida
$237K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$219K +$15.6K +1,395 +8%
CPRC
42
Consolidated Portfolio Review Corp
New York
$219K -$10K -894 -4%
Lido Advisors
43
Lido Advisors
California
$213K – – –
GHAM
44
Gilman Hill Asset Management
Connecticut
$201K – – –
QC
45
Quadrature Capital
United Kingdom
$170K +$170K +15,208 New
IFWM
46
Institute for Wealth Management
Colorado
$165K – – –
SFS
47
Sowell Financial Services
Arkansas
$157K +$157K +14,051 New
MSWA
48
Marshall & Sterling Wealth Advisors
New York
$153K +$153K +13,674 New
TCM
49
Triumph Capital Management
Colorado
$145K – – –
SPC
50
Sigma Planning Corp
Michigan
$145K +$5.6K +500 +4%
1
2
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MORT Hedge Fund Activity: Q1 2025 in Review

82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2025, worth a combined $75.2M — up 37% from $55M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MORT positions and 4 closed out — a net gain of 12 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was AXS Investments, opening a new position worth an estimated $6.35M. The largest seller was Bank of America, cutting an estimated $962K.

  • 82 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $75.2M of VanEck Mortgage REIT Income ETF stock for Q1 2025, up 37% quarter-over-quarter.
  • 16 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2025 and 4 closed out, a net change of +12 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2025 was AXS Investments, an estimated $6.35M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2025 was Bank of America, an estimated $962K sold.

Based on aggregated 13F filings for Q1 2025.