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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$13.5M |
| 2 |
Two Sigma Investments
New York
|
+$6.75M |
| 3 |
Morgan Stanley
New York
|
+$3.21M |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$1.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$2.33M |
| 2 |
AI
AXS Investments
Port Chester,
New York
|
-$1.59M |
| 3 |
QC
Quadrature Capital
London,
United Kingdom
|
-$1.44M |
| 4 |
DWM
Drive Wealth Management
Lehi,
Utah
|
-$1.37M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$729K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4.07K | -378 | Closed |
|
|
CA
102
Clearstead Advisors
Cleveland,
Ohio
| – | -$1.72K | -160 | Closed |
|
|
GFWA
103
Grey Fox Wealth Advisors
Rockland,
Delaware
| – | -$140 | -13 | Closed |
|
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.