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VanEck Mortgage REIT Income ETF

84 hedge funds and large institutions have $73.4M invested in VanEck Mortgage REIT Income ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more funds holding

Funds holding: 7784 (+7)

8% more capital invested

Capital invested by funds: $68.2M → $73.4M (+$5.2M)

0.03% less ownership

Funds ownership: 22.42%22.39% (-0.03%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $341K

Holders
84
Holders Change
+7
Holders Change %
+9.09%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
31
Reduced
17
Closed
9
Calls
Puts
$341K
Net Calls
-$341K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.9M +$580K +53,875 +5%
GI
2
Gradient Investments
Minnesota
$7.47M +$111K +10,324 +2%
Bank of America
3
Bank of America
North Carolina
$5.93M +$6.91K +642 +0.1%
AI
4
AXS Investments
New York
$4.49M -$817K -75,904 -15%
Morgan Stanley
5
Morgan Stanley
New York
$4.21M +$1.57M +145,967 +60%
ATPW
6
Ashton Thomas Private Wealth
Arizona
$2.69M +$2.03K +189 +0.1%
AWA
7
Arete Wealth Advisors
Illinois
$2.62M +$421K +39,083 +19%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.58M +$91.8K +8,531 +4%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$2.33M +$687K +63,851 +42%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.05M +$340K +31,559 +20%
QC
11
Quadrature Capital
United Kingdom
$1.79M +$1.79M +166,069 New
SIA
12
Soltis Investment Advisors
Utah
$1.73M +$1.73M +160,342 New
IP
13
Integras Partners
Georgia
$1.59M +$247K +22,913 +18%
DWM
14
Drive Wealth Management
Utah
$1.37M -$2.34M -216,922 -63%
EH
15
Equitable Holdings
New York
$1.23M +$123K +11,455 +11%
WS
16
Wedbush Securities
California
$1.17M +$10.8K +1,000 +0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.17M +$393K +36,508 +51%
HHRDM
18
H&H Retirement Design & Management
Nevada
$1.14M +$334 +31 +0%
UBS Group
19
UBS Group
Switzerland
$1.09M -$215K -19,932 -16%
SPIA
20
Steward Partners Investment Advisory
New York
$875K +$136K +12,589 +18%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$730K +$247K +22,952 +51%
AC
22
AlphaCore Capital
California
$729K -$4.28K -398 -0.6%
Stifel Financial
23
Stifel Financial
Missouri
$659K -$41.9K -3,893 -6%
NEPWA
24
New England Private Wealth Advisors
Massachusetts
$600K
FTS
25
Fifth Third Securities
Ohio
$562K +$51K +4,742 +10%

MORT Hedge Fund Activity: Q3 2025 in Review

84 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q3 2025, worth a combined $73.4M — up 7.6% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MORT positions and 9 closed out — a net gain of 7 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Quadrature Capital, opening a new position worth an estimated $1.79M. The largest seller was Drive Wealth Management, cutting an estimated $2.34M.

  • 84 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q3 2025, up from 77 in Q2 2025.
  • Funds reported $73.4M of VanEck Mortgage REIT Income ETF stock for Q3 2025, up 7.6% quarter-over-quarter.
  • 16 funds opened new VanEck Mortgage REIT Income ETF positions in Q3 2025 and 9 closed out, a net change of +7 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q3 2025 was Quadrature Capital, an estimated $1.79M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q3 2025 was Drive Wealth Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2025.