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VanEck Mortgage REIT Income ETF
MORT

85 hedge funds and large institutions have $122M invested in VanEck Mortgage REIT Income ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $627K | Put options by funds: $357K

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

24% more capital invested

Capital invested by funds: $98.4M → $122M (+$23.6M)

5.68% more ownership

Funds ownership: 25.4% → 31.09% (+5.7%)

8% less funds holding

Funds holding: 92 → 85 (-7)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
33
Reduced
22
Closed
15
Calls
$627K
Puts
$357K
Net Calls
+$270K
Net Calls Change
+$305K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$18.3M
2
JIP
Jaffetilchin Investment Partners
Florida
+$15.4M
3
Morgan Stanley
Morgan Stanley
New York
+$11.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.47M
5
UBS Group
UBS Group
Switzerland
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$13.4M
2
GI
Gradient Investments
Minnesota
-$7.43M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.71M
4
PF
Phoenix Financial
Israel
-$4.27M
5
AWA
Arete Wealth Advisors
Illinois
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
76
Country Trust Bank
Illinois
$3.08K – – –
RBC
77
Roble Belko & Company
Pennsylvania
$2K – – –
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$1.45K +$1.37K +128 +985%
VDBMI
79
Van Den Berg Management I
Texas
$1.44K -$1.07K -100 -42%
FFA
80
Founders Financial Alliance
North Carolina
$513 – – –
ECA
81
Elevated Capital Advisors
Utah
$236 – – –
FFA
82
Farther Finance Advisors
California
$207 – – –
HI
83
Harbour Investments
Wisconsin
$103 – – –
S
84
SignatureFD
Georgia
$17 – – –
Wells Fargo
85
Wells Fargo
California
$13 -$11 -1 -50%
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$10 – – –
GI
87
Gradient Investments
Minnesota
– -$7.43M -706,782 Closed
Two Sigma Investments
88
Two Sigma Investments
New York
– -$6.71M -638,349 Closed
AWA
89
Arete Wealth Advisors
Illinois
– -$2.6M -247,659 Closed
FWM
90
Focused Wealth Management
New York
– -$1.15M -109,587 Closed
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
– -$515K -49,043 Closed
QC
92
Quadrature Capital
United Kingdom
– -$313K -29,817 Closed
XT
93
XTX Topco
Cayman Islands
– -$294K -28,004 Closed
JP Morgan Chase
94
JP Morgan Chase
New York
– -$283K -26,896 Closed
IFG
95
Independent Financial Group
California
– -$231K -22,024 Closed
TRCT
96
Tower Research Capital (TRC)
New York
– -$225K -21,440 Closed
HIS
97
Harvest Investment Services
Illinois
– -$143K -13,608 Closed
PF
98
Phoenix Financial
Israel
– -$4.27M -6,706 Closed
KAS
99
Kestra Advisory Services
Texas
– -$33.4K -3,177 Closed
BTI
100
Blue Trust Inc
Georgia
– -$1.58K -150 Closed
1 2 3
4
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MORT Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2026, worth a combined $122M — up 24% from $98.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MORT and 10 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was HighTower Advisors, cutting an estimated $13.4M.

  • 85 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2026, down from 92 in Q4 2025.
  • Funds reported $122M of VanEck Mortgage REIT Income ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2026 and 15 closed out, a net change of -5 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2026 was Bank of America, an estimated $18.3M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2026 was HighTower Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2026.