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VanEck Mortgage REIT Income ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $73.5M → $67.4M (-$6.17M)

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
76
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$122K
Puts
$620K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$589K
FTS
27
Fifth Third Securities
Ohio
$501K
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$497K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$474K
CFP
30
Cascade Financial Partners
California
$433K
Wealthfront Advisers
31
Wealthfront Advisers
California
$419K
MSWA
32
Marshall & Sterling Wealth Advisors
New York
$370K
AIM
33
Advyzon Investment Management
Illinois
$359K
Osaic Holdings
34
Osaic Holdings
Arizona
$343K
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$322K
SWA
36
Sax Wealth Advisors
New Jersey
$317K
IFWM
37
Institute for Wealth Management
Colorado
$273K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$263K
JIP
39
Jaffetilchin Investment Partners
Florida
$227K
IAIM
40
International Assets Investment Management
Florida
$224K
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$215K
BIG
42
Brookwood Investment Group
Arizona
$213K
Lido Advisors
43
Lido Advisors
California
$201K
CPRC
44
Consolidated Portfolio Review Corp
New York
$173K
HIM
45
Hillsdale Investment Management
Ontario, Canada
$154K
SPC
46
Sigma Planning Corp
Michigan
$150K
SFS
47
Sowell Financial Services
Arkansas
$148K
HIS
48
Harvest Investment Services
Illinois
$146K
Jane Street
49
Jane Street
New York
$134K
HIP
50
HUB Investment Partners
Texas
$113K