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Vert Global Sustainable Real Estate ETF

85 hedge funds and large institutions have $323M invested in Vert Global Sustainable Real Estate ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$130M
BJL
2
Brighton Jones LLC
Washington
$36.7M
FPF
3
First Pacific Financial
Washington
$15.2M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$14.9M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$14.1M
FFM
6
Forum Financial Management
Illinois
$13.4M
PI
7
PFG Investments
New York
$8.04M
MWM
8
Mission Wealth Management
California
$6.94M
CCM
9
Colorado Capital Management
Colorado
$5.95M
SWA
10
SOA Wealth Advisors
New York
$5.43M
WCWM
11
Willow Creek Wealth Management
California
$5.05M
NBWM
12
North Berkeley Wealth Management
California
$4.74M
HighTower Advisors
13
HighTower Advisors
Illinois
$4.3M
FPAS
14
Focus Partners Advisor Solutions
Missouri
$4.2M
SHGA
15
Sand Hill Global Advisors
California
$3.99M
LAMNM
16
Longview Asset Management (New Mexico)
New Mexico
$3.76M
MPW
17
MASECO Private Wealth
$3.3M
KOC
18
Koss-Olinger Consulting
Florida
$2.95M
SC
19
Savant Capital
Illinois
$2.85M
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$2.81M
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$2.56M
RLIM
22
Red Lighthouse Investment Management
New York
$2.39M
AIC
23
Allodium Investment Consultants
Minnesota
$2.18M
MWM
24
Meritas Wealth Management
California
$2.13M
PWM
25
Perigon Wealth Management
California
$2.05M