MORT icon

VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

76 hedge funds and large institutions have $67.4M 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, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
1.02%
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
17
Closed
18
Calls
$122K
Puts
$620K
Net Calls
-$498K
Net Calls Change
-$498K

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
+$2.64M
2
TRCT
Tower Research Capital (TRC)
New York
+$1.43M
3
UBS Group
UBS Group
Switzerland
+$989K
4
Bank of America
Bank of America
North Carolina
+$777K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$618K

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.91M
2
LPL Financial
LPL Financial
California
-$3.31M
3
Two Sigma Investments
Two Sigma Investments
New York
-$2.02M
4
AI
AXS Investments
New York
-$774K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$589K -$3.6K -341 -0.6%
FTS
27
Fifth Third Securities
Ohio
$501K +$100K +9,481 +25%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$497K +$32 +3 +0%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$474K -$3.91M -370,442 -89%
CFP
30
Cascade Financial Partners
California
$433K – – –
Wealthfront Advisers
31
Wealthfront Advisers
California
$419K -$2.39K -226 -0.6%
MSWA
32
Marshall & Sterling Wealth Advisors
New York
$370K +$225K +21,341 +156%
AIM
33
Advyzon Investment Management
Illinois
$359K +$76.4K +7,237 +27%
Osaic Holdings
34
Osaic Holdings
Arizona
$343K +$40.6K +3,828 +13%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$322K +$11.3K +1,074 +4%
SWA
36
Sax Wealth Advisors
New Jersey
$317K – – –
IFWM
37
Institute for Wealth Management
Colorado
$273K +$117K +11,036 +75%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$263K -$15K -1,423 -5%
JIP
39
Jaffetilchin Investment Partners
Florida
$227K -$2.92K -276 -1%
IAIM
40
International Assets Investment Management
Florida
$224K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$215K +$7.88K +746 +4%
BIG
42
Brookwood Investment Group
Arizona
$213K +$213K +20,143 New
Lido Advisors
43
Lido Advisors
California
$201K – – –
CPRC
44
Consolidated Portfolio Review Corp
New York
$173K -$34K -3,217 -16%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$154K +$154K +14,600 New
SPC
46
Sigma Planning Corp
Michigan
$150K +$13.2K +1,250 +10%
SFS
47
Sowell Financial Services
Arkansas
$148K – – –
HIS
48
Harvest Investment Services
Illinois
$146K +$23.9K +2,259 +20%
Jane Street
49
Jane Street
New York
$134K +$134K +12,657 New
HIP
50
HUB Investment Partners
Texas
$113K +$866 +82 +0.8%
1
2
3 4