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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 %
HCM
51
Hollencrest Capital Management
California
$74.3K – – –
IRC
52
Investors Research Corp
Georgia
$55.5K – – –
FFWM
53
Future Financial Wealth Management
Ohio
$42.2K – – –
MCM
54
MAI Capital Management
Ohio
$41.9K +$1.25K +118 +3%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$33.7K +$3.03K +287 +10%
HNB
56
Huntington National Bank
Ohio
$31.7K -$33.5K – –
AAS
57
Ameritas Advisory Services
Nebraska
$26.5K +$26.5K +2,508 New
Simplex Trading
58
Simplex Trading
Illinois
$23K -$8.54K -834 -27%
AWM
59
AE Wealth Management
Kansas
$10.6K – – –
CWM
60
Consultiva Wealth Management
Puerto Rico
$10.6K – – –
VDBMI
61
Van Den Berg Management I
Texas
$6.18K – – –
UIA
62
Ulland Investment Advisors
Minnesota
$6K +$6K +601 New
US Bancorp
63
US Bancorp
Minnesota
$5.86K -$54.9K -5,200 -90%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$3.58K – – –
AP
65
Aspect Partners
Virginia
$3.17K – – –
CTB
66
Country Trust Bank
Illinois
$3.17K +$3.17K +300 New
Group One Trading
67
Group One Trading
Illinois
$2.83K +$2.83K +268 New
GRP
68
Global Retirement Partners
California
$1.1K +$1.1K +104 New
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$1.05K +$1.05K +99 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$982 +$63 +6 +7%
FFA
71
Founders Financial Alliance
North Carolina
$528 -$106 -10 -17%
AssetMark Inc
72
AssetMark Inc
California
$380 – – –
HI
73
Harbour Investments
Wisconsin
$106 – – –
BTI
74
Blue Trust Inc
Georgia
$63 +$63 +6 New
Wells Fargo
75
Wells Fargo
California
$12 -$12 -1 -50%
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