VanEck Mortgage REIT Income ETF
MORT
82 hedge funds and large institutions have $75.2M invested in VanEck Mortgage REIT Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
175% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 12
37% more capital invested
Capital invested by funds: $55M → $75.2M (+$20.3M)
17% more funds holding
Funds holding: 70 → 82 (+12)
5.12% more ownership
Funds ownership: 19.02% → 24.14% (+5.1%)
0% more call options, than puts
Call options by funds: $194K | Put options by funds: $194K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AXS Investments
Port Chester,
New York
|
+$6.35M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.25M |
| 3 |
Two Sigma Investments
New York
|
+$1.85M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$1.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$962K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$673K |
| 3 |
R
Rebalance
Palo Alto,
California
|
-$451K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$436K |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
76
Aspect Partners
Fairfax,
Virginia
| $3.35K | – | – | – |
|
|
WCM
77
Westend Capital Management
Sausalito,
California
| $972 | – | – | – |
|
78
JP Morgan Chase
New York
| $972 | +$975 | +87 | New |
|
|
FFA
79
Founders Financial Alliance
Raleigh,
North Carolina
| $671 | – | – | – |
|
80
AssetMark Inc
Concord,
California
| $402 | – | – | – |
|
|
HI
81
Harbour Investments
Madison,
Wisconsin
| $112 | – | – | – |
|
|
TCM
82
Tradewinds Capital Management
Bellingham,
Washington
| $41 | +$45 | +4 | New |
|
83
Wells Fargo
San Francisco,
California
| $23 | -$8.95K | -799 | -100% |
|
|
R
84
Rebalance
Palo Alto,
California
| – | -$451K | -42,432 | Closed |
|
|
GM
85
GeoWealth Management
Chicago,
Illinois
| – | -$436K | -41,101 | Closed |
|
|
HIM
86
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$94.8K | -8,930 | Closed |
|
87
Group One Trading
Chicago,
Illinois
| – | -$127 | -12 | Closed |
|
MORT Hedge Fund Activity: Q1 2025 in Review
82 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2025, worth a combined $75.2M — up 37% from $55M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new MORT positions and 4 closed out — a net gain of 12 holders — while 33 added to existing stakes and 12 trimmed.
The largest buyer was AXS Investments, opening a new position worth an estimated $6.35M. The largest seller was Bank of America, cutting an estimated $962K.
- 82 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2025, up from 70 in Q4 2024.
- Funds reported $75.2M of VanEck Mortgage REIT Income ETF stock for Q1 2025, up 37% quarter-over-quarter.
- 16 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2025 and 4 closed out, a net change of +12 holders.
- The largest VanEck Mortgage REIT Income ETF buyer in Q1 2025 was AXS Investments, an estimated $6.35M added.
- The largest VanEck Mortgage REIT Income ETF seller in Q1 2025 was Bank of America, an estimated $962K sold.
Based on aggregated 13F filings for Q1 2025.