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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.3M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$15.4M |
| 3 |
Morgan Stanley
New York
|
+$11.1M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$7.47M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$13.4M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$7.43M |
| 3 |
Two Sigma Investments
New York
|
-$6.71M |
| 4 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$4.27M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citigroup
New York
| – | -$11 | -1 | Closed |
|
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.