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VanEck Mortgage REIT Income ETF

84 hedge funds and large institutions have $73.4M invested in VanEck Mortgage REIT Income ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more funds holding

Funds holding: 7784 (+7)

8% more capital invested

Capital invested by funds: $68.2M → $73.4M (+$5.2M)

0.03% less ownership

Funds ownership: 22.42%22.39% (-0.03%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $341K

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
31
Reduced
17
Closed
9
Calls
Puts
$341K
Net Calls
-$341K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$556K +$420K +38,980 +308%
TRCT
27
Tower Research Capital (TRC)
New York
$530K -$992K -92,133 -65%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$529K +$41.8K +3,885 +8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$493K -$685K -63,659 -58%
Wealthfront Advisers
30
Wealthfront Advisers
California
$454K +$26.9K +2,497 +6%
CFP
31
Cascade Financial Partners
California
$442K
Raymond James Financial
32
Raymond James Financial
Florida
$416K -$184K -17,084 -31%
Osaic Holdings
33
Osaic Holdings
Arizona
$414K +$10.2K +943 +3%
MSWA
34
Marshall & Sterling Wealth Advisors
New York
$380K +$3.57K +332 +0.9%
HIM
35
Hillsdale Investment Management
Ontario, Canada
$376K +$219K +20,300 +139%
XT
36
XTX Topco
Cayman Islands
$352K +$352K +32,723 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$351K -$552K -51,254 -61%
IFG
38
Independent Financial Group
California
$349K -$463K -43,057 -57%
AIM
39
Advyzon Investment Management
Illinois
$346K -$19.8K -1,838 -5%
OFO
40
OneAscent Family Office
Alabama
$338K +$338K +31,370 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$336K +$336K +31,191 New
SWA
42
Sax Wealth Advisors
New Jersey
$323K
BIG
43
Brookwood Investment Group
Arizona
$291K +$74K +6,873 +34%
IFWM
44
Institute for Wealth Management
Colorado
$278K
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$229K +$9.31K +865 +4%
JIP
46
Jaffetilchin Investment Partners
Florida
$229K -$2.92K -271 -1%
IAIM
47
International Assets Investment Management
Florida
$222K
Lido Advisors
48
Lido Advisors
California
$205K
AWM
49
Avior Wealth Management
Nebraska
$203K +$203K +18,894 New
AC
50
Anson Capital
Georgia
$193K +$193K +17,918 New

MORT Hedge Fund Activity: Q3 2025 in Review

84 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2025, worth a combined $73.4M — up 7.6% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MORT positions and 9 closed out — a net gain of 7 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $1.79M. The largest seller was Drive Wealth Management, cutting an estimated $2.34M.

  • 84 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $73.4M of VanEck Mortgage REIT Income ETF stock for Q3 2025, up 7.6% quarter-over-quarter.
  • 16 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2025 and 9 closed out, a net change of +7 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q3 2025 was Quadrature Capital, an estimated $1.79M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q3 2025 was Drive Wealth Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2025.