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VanEck Mortgage REIT Income ETF
MORT

Overview Fund Activity

76 hedge funds and large institutions have $67.4M 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, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
1.02%
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
17
Closed
18
Calls
$122K
Puts
$620K
Net Calls
-$498K
Net Calls Change
-$498K

Top Buyers

1
ATPW
Ashton Thomas Private Wealth
Arizona
$2.64M
2
TRCT
Tower Research Capital (TRC)
New York
$1.49M
3
UBS Group
UBS Group
Switzerland
$1.28M
4
Bank of America
Bank of America
North Carolina
$5.81M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.16M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$474K
2
LPL Financial
LPL Financial
California
$11.1M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
AI
AXS Investments
New York
$5.21M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$11.1M -$3.31M -313,012 -23%
GI
2
Gradient Investments
Minnesota
$7.22M +$414K +39,206 +6%
Bank of America
3
Bank of America
North Carolina
$5.81M +$777K +73,543 +15%
AI
4
AXS Investments
New York
$5.21M -$774K -73,257 -13%
DWM
5
Drive Wealth Management
Utah
$3.64M +$294K +27,823 +9%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$2.64M +$2.64M +249,719 New
Morgan Stanley
7
Morgan Stanley
New York
$2.58M -$36.2K -3,430 -1%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.44M +$146K +13,787 +6%
AWA
9
Arete Wealth Advisors
Illinois
$2.15M +$130K +12,301 +6%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.68M +$52.3K +4,955 +3%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$1.61M -$78.9K -7,467 -5%
TRCT
12
Tower Research Capital (TRC)
New York
$1.49M +$1.43M +135,484 +2,319%
IP
13
Integras Partners
Georgia
$1.32M -$195K -18,505 -13%
UBS Group
14
UBS Group
Switzerland
$1.28M +$989K +93,641 +344%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.16M +$618K +58,551 +115%
HHRDM
16
H&H Retirement Design & Management
Nevada
$1.14M +$151K +14,507 +15%
WS
17
Wedbush Securities
California
$1.13M +$62.7K +5,933 +6%
EH
18
Equitable Holdings
New York
$1.08M +$182K +17,250 +20%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$885K +$5.88K +557 +0.7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$757K +$37.8K +3,577 +5%
SPIA
21
Steward Partners Investment Advisory
New York
$725K -$8.08K -765 -1%
AC
22
AlphaCore Capital
California
$719K +$80.9K +7,660 +13%
Stifel Financial
23
Stifel Financial
Missouri
$688K +$113K +10,700 +20%
Citadel Advisors
24
Citadel Advisors
Florida
$647K +$203K +19,243 +46%
NEPWA
25
New England Private Wealth Advisors
Massachusetts
$589K +$589K +55,755 New
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