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VanEck Mortgage REIT Income ETF

85 hedge funds and large institutions have $122M invested in VanEck Mortgage REIT Income ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $627K | Put options by funds: $357K

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

24% more capital invested

Capital invested by funds: $98.4M → $122M (+$23.6M)

5.68% more ownership

Funds ownership: 25.4%31.09% (+5.7%)

8% less funds holding

Funds holding: 9285 (-7)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
22
Closed
15
Calls
$627K
Puts
$357K
Net Calls
+$270K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$24.2M +$18.3M +1,713,570 +267%
Morgan Stanley
2
Morgan Stanley
New York
$17.8M +$11.1M +1,039,291 +150%
JIP
3
Jaffetilchin Investment Partners
Florida
$15M +$15.4M +1,438,414 +6,922%
LPL Financial
4
LPL Financial
California
$13.4M +$1.01M +94,194 +8%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$7.18M +$7.47M +700,000 New
UBS Group
6
UBS Group
Switzerland
$3.74M +$3.55M +332,857 +1,042%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.93M +$374K +35,011 +14%
ATPW
8
Ashton Thomas Private Wealth
Arizona
$2.65M +$132K +12,405 +5%
AO
9
Advisor OS
Illinois
$2.52M +$2.62M +245,492 New
SPIA
10
Steward Partners Investment Advisory
New York
$2.26M +$806K +75,463 +52%
Citadel Advisors
11
Citadel Advisors
Florida
$1.97M +$1.63M +152,678 +387%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.88M +$319K +29,841 +19%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.74M -$1.02M -95,896 -36%
IP
14
Integras Partners
Georgia
$1.63M +$215K +20,141 +15%
AI
15
AXS Investments
New York
$1.63M -$1.15M -107,994 -41%
EH
16
Equitable Holdings
New York
$1.5M +$286K +26,789 +23%
HHRDM
17
H&H Retirement Design & Management
Nevada
$1.3M +$253K +23,677 +24%
WS
18
Wedbush Securities
California
$1.12M -$26.2K -2,454 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$978K -$412K -38,576 -29%
Raymond James Financial
20
Raymond James Financial
Florida
$864K +$278K +25,994 +45%
Jane Street
21
Jane Street
New York
$861K +$735K +68,865 +458%
Stifel Financial
22
Stifel Financial
Missouri
$728K +$139K +12,984 +22%
SF
23
Summit Financial
New Jersey
$665K +$692K +64,784 New
MYIA
24
Mount Yale Investment Advisors
Colorado
$659K +$685K +64,200 New
VAS
25
Vestmark Advisory Solutions
Massachusetts
$659K +$685K +64,200 New

MORT Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in VanEck Mortgage REIT Income ETF (MORT) for Q1 2026, worth a combined $122M — up 24% from $98.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MORT and 10 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $18.3M. The largest seller was HighTower Advisors, cutting an estimated $13.4M.

  • 85 institutional investors held VanEck Mortgage REIT Income ETF (MORT) as of Q1 2026, down from 92 in Q4 2025.
  • Funds reported $122M of VanEck Mortgage REIT Income ETF stock for Q1 2026, up 24% quarter-over-quarter.
  • 10 funds opened new VanEck Mortgage REIT Income ETF positions in Q1 2026 and 15 closed out, a net change of -5 holders.
  • The largest VanEck Mortgage REIT Income ETF buyer in Q1 2026 was Bank of America, an estimated $18.3M added.
  • The largest VanEck Mortgage REIT Income ETF seller in Q1 2026 was HighTower Advisors, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2026.