VGSR icon

Vert Global Sustainable Real Estate ETF

73 hedge funds and large institutions have $329M invested in Vert Global Sustainable Real Estate ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
73
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.4M
2 +$9.91M
3 +$2.04M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.45M
5
SWA
SOA Wealth Advisors
New York
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$130M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$37M
BJL
3
Brighton Jones LLC
Washington
$34.2M
FPF
4
First Pacific Financial
Washington
$14.2M
FFM
5
Forum Financial Management
Illinois
$12.7M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$9.93M
PI
7
PFG Investments
New York
$7.49M
MWM
8
Mission Wealth Management
California
$6.87M
CCM
9
Colorado Capital Management
Colorado
$5.78M
SWA
10
SOA Wealth Advisors
New York
$5.04M
HighTower Advisors
11
HighTower Advisors
Illinois
$4.8M
WCWM
12
Willow Creek Wealth Management
California
$4.71M
NBWM
13
North Berkeley Wealth Management
California
$4.69M
WWA
14
WCG Wealth Advisors
Nevada
$3.72M
LAMNM
15
Longview Asset Management (New Mexico)
New Mexico
$3.21M
KOC
16
Koss-Olinger Consulting
Florida
$2.95M
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.73M
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$2.54M
Osaic Holdings
19
Osaic Holdings
Arizona
$2.53M
RLIM
20
Red Lighthouse Investment Management
New York
$2.5M
BRIA
21
Balanced Rock Investment Advisors
Massachusetts
$2.42M
NI
22
Natural Investments
California
$2.37M
SC
23
Savant Capital
Illinois
$2.19M
MWM
24
Meritas Wealth Management
California
$2.07M
FTUS
25
Flow Traders U.S.
New York
$2.04M