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VanEck Mortgage REIT Income ETF
MORT

77 hedge funds and large institutions have $68.2M invested in VanEck Mortgage REIT Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.72% less ownership

Funds ownership: 24.14% → 22.42% (-1.7%)

6% less funds holding

Funds holding: 82 → 77 (-5)

9% less capital invested

Capital invested by funds: $75.2M → $68.2M (-$7.02M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

80% less call options, than puts

Call options by funds: $122K | Put options by funds: $620K

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
31
Reduced
18
Closed
18
Calls
$122K
Puts
$620K
Net Calls
-$498K
Net Calls Change
-$498K

Top Buyers

Rank Fund Capital Flow
1
ATPW
Ashton Thomas Private Wealth
Arizona
+$2.54M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.38M
3
UBS Group
UBS Group
Switzerland
+$951K
4
Bank of America
Bank of America
North Carolina
+$747K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$595K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.76M
2
LPL Financial
LPL Financial
California
-$3.18M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.02M
4
IFG
Independent Financial Group
California
-$775K
5
AI
AXS Investments
New York
-$744K
Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
26
New England Private Wealth Advisors
Massachusetts
$589K +$566K +55,755 New
Raymond James Financial
27
Raymond James Financial
Florida
$589K -$3.46K -341 -0.6%
FTS
28
Fifth Third Securities
Ohio
$501K +$96.3K +9,481 +25%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$497K +$30 +3 +0%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$474K -$3.76M -370,442 -89%
CFP
31
Cascade Financial Partners
California
$433K – – –
Wealthfront Advisers
32
Wealthfront Advisers
California
$419K -$2.3K -226 -0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$392K +$87.2K +8,586 +30%
MSWA
34
Marshall & Sterling Wealth Advisors
New York
$370K +$217K +21,341 +156%
AIM
35
Advyzon Investment Management
Illinois
$359K +$73.5K +7,237 +27%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$322K +$10.9K +1,074 +4%
SWA
37
Sax Wealth Advisors
New Jersey
$317K – – –
IFWM
38
Institute for Wealth Management
Colorado
$273K +$112K +11,036 +75%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$263K -$14.5K -1,423 -5%
JIP
40
Jaffetilchin Investment Partners
Florida
$227K -$2.8K -276 -1%
IAIM
41
International Assets Investment Management
Florida
$224K – – –
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$215K +$7.58K +746 +4%
BIG
43
Brookwood Investment Group
Arizona
$213K +$205K +20,143 New
Lido Advisors
44
Lido Advisors
California
$201K – – –
CPRC
45
Consolidated Portfolio Review Corp
New York
$173K -$32.7K -3,217 -16%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$154K +$148K +14,600 New
SPC
47
Sigma Planning Corp
Michigan
$150K +$12.7K +1,250 +10%
SFS
48
Sowell Financial Services
Arkansas
$148K – – –
HIS
49
Harvest Investment Services
Illinois
$146K +$22.9K +2,259 +20%
Jane Street
50
Jane Street
New York
$134K +$129K +12,657 New
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2
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MORT Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q2 2025, worth a combined $68.2M — down 9.3% from $75.2M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MORT and 13 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 31 added.

The largest buyer was Ashton Thomas Private Wealth, opening a new position worth an estimated $2.54M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.76M.

  • 77 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q2 2025, down from 82 in Q1 2025.
  • Funds reported $68.2M of VanEck Mortgage REIT Income ETF stock for Q2 2025, down 9.3% quarter-over-quarter.
  • 13 funds opened new VanEck Mortgage REIT Income ETF positions in Q2 2025 and 18 closed out, a net change of -5 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q2 2025 was Ashton Thomas Private Wealth, an estimated $2.54M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $3.76M sold.

Based on aggregated 13F filings for Q2 2025.