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VanEck Mortgage REIT Income ETF
MORT

92 hedge funds and large institutions have $98.4M invested in VanEck Mortgage REIT Income ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

34% more capital invested

Capital invested by funds: $73.4M → $98.4M (+$25M)

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

10% more funds holding

Funds holding: 84 → 92 (+8)

3.01% more ownership

Funds ownership: 22.39% → 25.4% (+3%)

25% less call options, than puts

Call options by funds: $107K | Put options by funds: $142K

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
31
Reduced
24
Closed
11
Calls
$107K
Puts
$142K
Net Calls
-$35K
Net Calls Change
+$306K

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$13.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$6.75M
3
Morgan Stanley
Morgan Stanley
New York
+$3.21M
4
FWM
Focused Wealth Management
New York
+$1.16M
5
LPL Financial
LPL Financial
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$2.33M
2
AI
AXS Investments
New York
-$1.59M
3
QC
Quadrature Capital
United Kingdom
-$1.44M
4
DWM
Drive Wealth Management
Utah
-$1.37M
5
UBS Group
UBS Group
Switzerland
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
51
Lido Advisors
California
$205K – – –
IAIM
52
International Assets Investment Management
Florida
$192K -$31.7K -3,000 -14%
SFS
53
Sowell Financial Services
Arkansas
$162K +$15.9K +1,500 +11%
TA
54
TPG Advisors
Illinois
$159K +$51.5K +4,871 +47%
ZCP
55
Z3 Capital Partners
Virginia
$159K +$160K +15,100 New
Jane Street
56
Jane Street
New York
$158K -$387K -36,612 -71%
AC
57
ASB Consultores
Florida
$154K +$145K +13,710 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$144K -$1.76K -167 -1%
HIS
59
Harvest Investment Services
Illinois
$143K – – –
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$133K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$132K -$10K -946 -7%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$129K -$95.1K -8,995 -42%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$125K -$218K -20,625 -63%
CCFM
64
Clear Creek Financial Management
Washington
$108K +$108K +10,250 New
KFAS
65
Keating Financial Advisory Services
Kansas
$80.8K +$81.3K +7,690 New
TCM
66
Triumph Capital Management
Colorado
$74K +$74.4K +7,043 New
HCM
67
Hollencrest Capital Management
California
$74K – – –
IRC
68
Investors Research Corp
Georgia
$55.3K – – –
HNB
69
Huntington National Bank
Ohio
$50.9K – – –
MCM
70
MAI Capital Management
Ohio
$45.2K +$2.74K +259 +6%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$37.2K +$3.11K +294 +9%
KAS
72
Kestra Advisory Services
Texas
$33.4K +$33.6K +3,177 New
AWM
73
AE Wealth Management
Kansas
$15.3K +$4.81K +455 +46%
US Bancorp
74
US Bancorp
Minnesota
$5.83K – – –
Jones Financial Companies
75
Jones Financial Companies
Missouri
$5.38K +$5.41K +512 New
1 2
3
4 5

MORT Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q4 2025, worth a combined $98.4M — up 34% from $73.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MORT positions and 11 closed out — a net gain of 8 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $13.5M. The largest seller was Prevail Innovative Wealth Advisors, exiting entirely with an estimated $2.33M sold.

  • 92 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $98.4M of VanEck Mortgage REIT Income ETF stock for Q4 2025, up 34% quarter-over-quarter.
  • 19 funds opened new VanEck Mortgage REIT Income ETF positions in Q4 2025 and 11 closed out, a net change of +8 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q4 2025 was HighTower Advisors, an estimated $13.5M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q4 2025 was Prevail Innovative Wealth Advisors, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2025.