We are live on ! Find out more
MORT icon

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
SPC
51
Sigma Planning Corp
Michigan
$186K +$33.4K +3,100 +22%
CPRC
52
Consolidated Portfolio Review Corp
New York
$169K -$7.38K -686 -4%
IAS
53
Insigneo Advisory Services
Florida
$166K +$166K +15,454 New
SFS
54
Sowell Financial Services
Arkansas
$150K -$1.37K -127 -0.9%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$150K -$119K -11,043 -44%
HIS
56
Harvest Investment Services
Illinois
$147K -$1.95K -181 -1%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$145K +$145K +13,480 New
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$137K -$192K -17,830 -58%
TA
59
TPG Advisors
Illinois
$111K +$110K +10,262 New
HCM
60
Hollencrest Capital Management
California
$75.8K
Simplex Trading
61
Simplex Trading
Illinois
$72K +$48.6K +4,512 +201%
ASN
62
Advisory Services Network
Georgia
$60.7K +$60.7K +5,640 New
IRC
63
Investors Research Corp
Georgia
$56.6K
MCM
64
MAI Capital Management
Ohio
$43.6K +$861 +80 +2%
FFWM
65
Future Financial Wealth Management
Ohio
$43.1K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$35K +$603 +56 +2%
HNB
67
Huntington National Bank
Ohio
$32.3K
GRP
68
Global Retirement Partners
California
$14.1K +$12.9K +1,202 +1,156%
AWM
69
AE Wealth Management
Kansas
$10.8K
VDBMI
70
Van Den Berg Management I
Texas
$6.3K
US Bancorp
71
US Bancorp
Minnesota
$5.98K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$4.07K +$4.07K +378 New
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$3.65K
AP
74
Aspect Partners
Virginia
$3.23K
CTB
75
Country Trust Bank
Illinois
$3.23K

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.