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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
Wells Fargo
76
Wells Fargo
California
$12 -$10 -1 -50%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$11 +$10 +1 New
Two Sigma Investments
78
Two Sigma Investments
New York
– -$2.02M -181,049 Closed
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
– -$452K -40,423 Closed
AFP
80
Ausdal Financial Partners
Iowa
– -$319K -28,547 Closed
HF
81
HRT Financial
New York
– -$290K -25,982 Closed
GHAM
82
Gilman Hill Asset Management
Connecticut
– -$201K -18,000 Closed
QC
83
Quadrature Capital
United Kingdom
– -$170K -15,208 Closed
TCM
84
Triumph Capital Management
Colorado
– -$145K -13,013 Closed
JCFM
85
JBR Co Financial Management
Oklahoma
– -$143K -12,785 Closed
TSS
86
Two Sigma Securities
New York
– -$128K -11,466 Closed
AWAG
87
ARS Wealth Advisors Group
Florida
– -$116K -10,409 Closed
AWM
88
AllSquare Wealth Management
New York
– -$83.8K -7,500 Closed
MFS
89
Mattson Financial Services
Michigan
– -$76.8K -6,873 Closed
PFBT
90
Parkside Financial Bank & Trust
Missouri
– -$9.89K -885 Closed
PPA
91
Painted Porch Advisors
California
– -$5.54K -496 Closed
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
– -$4.75K -425 Closed
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
– -$3.67K -361 -97%
AG
94
AmeriFlex Group
Nevada
– -$3.91K -350 Closed
WCM
95
Westend Capital Management
California
– -$972 -87 Closed
TCM
96
Tradewinds Capital Management
Washington
– -$41 -4 Closed
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.