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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

81 hedge funds and large institutions have $73.5M invested in VanEck Mortgage REIT Income ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
33
Reduced
12
Closed
4
Calls
$194K
Puts
$194K
Net Calls
–
Net Calls Change
+$100K

Top Buyers

1
AI
AXS Investments
New York
+$6.33M
2
LPL Financial
LPL Financial
California
+$5.23M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$930K
5
AC
AlphaCore Capital
California
+$675K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$959K
2
UBS Group
UBS Group
Switzerland
-$671K
3
R
Rebalance
California
-$451K
4
GM
GeoWealth Management
Illinois
-$436K
5
Wealthfront Advisers
Wealthfront Advisers
California
-$194K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$15.3M +$5.23M +468,470 +52%
GI
2
Gradient Investments
Minnesota
$7.2M +$449K +40,184 +7%
AI
3
AXS Investments
New York
$6.33M +$6.33M +566,455 New
Bank of America
4
Bank of America
North Carolina
$5.32M -$959K -85,849 -15%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.64M +$125K +11,179 +3%
DWM
6
Drive Wealth Management
Utah
$3.54M +$232K +20,752 +7%
Morgan Stanley
7
Morgan Stanley
New York
$2.77M -$144K -12,927 -5%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.42M +$170K +15,234 +8%
AWA
9
Arete Wealth Advisors
Illinois
$2.14M +$19.1K +1,714 +0.9%
Two Sigma Investments
10
Two Sigma Investments
New York
$2.02M +$1.84M +165,000 +1,028%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$1.79M +$192K +17,163 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.72M +$129K +11,526 +8%
IP
13
Integras Partners
Georgia
$1.6M +$282K +25,221 +21%
WS
14
Wedbush Securities
California
$1.13M +$88.1K +7,888 +8%
EH
15
Equitable Holdings
New York
$953K +$93.8K +8,396 +11%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$930K +$930K +83,251 New
HHRDM
17
H&H Retirement Design & Management
Nevada
$895K +$4.45K +472 +0.5%
SPIA
18
Steward Partners Investment Advisory
New York
$776K +$9.86K +883 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$761K -$25.2K -2,258 -3%
AC
20
AlphaCore Capital
California
$675K +$675K +60,394 New
Raymond James Financial
21
Raymond James Financial
Florida
$626K +$120K +10,700 +24%
Stifel Financial
22
Stifel Financial
Missouri
$608K -$7.08K -634 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$568K +$2.21K +198 +0.4%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$524K +$168K +15,031 +47%
Citadel Advisors
25
Citadel Advisors
Florida
$469K +$126K +11,289 +37%
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