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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
HIP
51
HUB Investment Partners
Texas
$113K +$833 +82 +0.8%
HCM
52
Hollencrest Capital Management
California
$74.3K – – –
IRC
53
Investors Research Corp
Georgia
$55.5K – – –
FFWM
54
Future Financial Wealth Management
Ohio
$42.2K – – –
MCM
55
MAI Capital Management
Ohio
$41.9K +$1.2K +118 +3%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$33.7K +$2.92K +287 +10%
HNB
57
Huntington National Bank
Ohio
$31.7K – – –
AAS
58
Ameritas Advisory Services
Nebraska
$26.5K +$25.5K +2,508 New
Simplex Trading
59
Simplex Trading
Illinois
$23K -$8.47K -834 -27%
AWM
60
AE Wealth Management
Kansas
$10.6K – – –
CWM
61
Consultiva Wealth Management
Puerto Rico
$10.6K – – –
VDBMI
62
Van Den Berg Management I
Texas
$6.18K – – –
UIA
63
Ulland Investment Advisors
Minnesota
$6K +$6.11K +601 New
US Bancorp
64
US Bancorp
Minnesota
$5.86K -$52.8K -5,200 -90%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$3.58K – – –
AP
66
Aspect Partners
Virginia
$3.17K – – –
CTB
67
Country Trust Bank
Illinois
$3.17K +$3.05K +300 New
Group One Trading
68
Group One Trading
Illinois
$2.83K +$2.72K +268 New
GRP
69
Global Retirement Partners
California
$1.1K +$1.06K +104 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$1.04K +$1.01K +99 New
JP Morgan Chase
71
JP Morgan Chase
New York
$982 +$61 +6 +7%
FFA
72
Founders Financial Alliance
North Carolina
$528 -$102 -10 -17%
AssetMark Inc
73
AssetMark Inc
California
$380 – – –
HI
74
Harbour Investments
Wisconsin
$106 – – –
BTI
75
Blue Trust Inc
Georgia
$63 +$61 +6 New
1 2
3
4

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.