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.
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)
1.87% less ownership
Funds ownership: 24.14% → 22.26% (-1.9%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$2.54M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.38M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$951K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$747K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.76M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.18M |
| 3 |
Two Sigma Investments
New York
|
-$2.02M |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$775K |
| 5 |
AI
AXS Investments
Port Chester,
New York
|
-$744K |
MORT Hedge Fund Activity: Q2 2025 in Review
77 of the 7,613 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.