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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

81 hedge funds and large institutions have $73.5M invested in VanEck Mortgage REIT Income ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+11
Holders Change %
+15.71%
% 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
15
Increased
33
Reduced
12
Closed
4
Calls
$194K
Puts
$194K
Net Calls
–
Net Calls Change
+$100K

Top Buyers

1
AI
AXS Investments
New York
+$6.33M
2
LPL Financial
LPL Financial
California
+$5.23M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$930K
5
AC
AlphaCore Capital
California
+$675K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$959K
2
UBS Group
UBS Group
Switzerland
-$671K
3
R
Rebalance
California
-$451K
4
GM
GeoWealth Management
Illinois
-$436K
5
Wealthfront Advisers
Wealthfront Advisers
California
-$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
26
Cascade Financial Partners
California
$458K +$44.9K +4,020 +11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$452K +$191K +17,091 +73%
Wealthfront Advisers
28
Wealthfront Advisers
California
$445K -$194K -17,343 -30%
FTS
29
Fifth Third Securities
Ohio
$424K +$15.1K +1,353 +4%
SWA
30
Sax Wealth Advisors
New Jersey
$335K – – –
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$329K +$6.53K +585 +2%
AFP
32
Ausdal Financial Partners
Iowa
$319K +$319K +28,547 New
Osaic Holdings
33
Osaic Holdings
Arizona
$319K +$49.8K +4,456 +18%
UBS Group
34
UBS Group
Switzerland
$304K -$671K -60,080 -69%
AIM
35
Advyzon Investment Management
Illinois
$298K +$136K +12,165 +84%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$294K – – –
HF
37
HRT Financial
New York
$290K +$290K +25,982 New
JIP
38
Jaffetilchin Investment Partners
Florida
$243K -$7.71K -690 -3%
IAIM
39
International Assets Investment Management
Florida
$237K – – –
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$219K +$15.6K +1,395 +8%
CPRC
41
Consolidated Portfolio Review Corp
New York
$219K -$9.99K -894 -4%
Lido Advisors
42
Lido Advisors
California
$213K – – –
GHAM
43
Gilman Hill Asset Management
Connecticut
$201K – – –
QC
44
Quadrature Capital
United Kingdom
$170K +$170K +15,208 New
IFWM
45
Institute for Wealth Management
Colorado
$165K – – –
SFS
46
Sowell Financial Services
Arkansas
$157K +$157K +14,051 New
MSWA
47
Marshall & Sterling Wealth Advisors
New York
$153K +$153K +13,674 New
TCM
48
Triumph Capital Management
Colorado
$145K – – –
SPC
49
Sigma Planning Corp
Michigan
$145K +$5.59K +500 +4%
JCFM
50
JBR Co Financial Management
Oklahoma
$143K +$143K +12,785 New
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