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Vert Global Sustainable Real Estate ETF

84 hedge funds and large institutions have $356M invested in Vert Global Sustainable Real Estate ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
MWM
26
Meritas Wealth Management
California
$2.12M
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.86M
Northern Trust
28
Northern Trust
Illinois
$1.62M
US Bancorp
29
US Bancorp
Minnesota
$1.21M
FPAS
30
Focus Partners Advisor Solutions
Missouri
$1.2M
Betterment LLC
31
Betterment LLC
New York
$1.18M
LFA
32
Level Financial Advisors
New York
$1.1M
SOAG
33
Silver Oak Advisory Group
Oregon
$1M
MAC
34
Mason & Associates (California)
California
$960K
DAS
35
Dynamic Advisor Solutions
Arizona
$917K
GS
36
GTS Securities
New York
$917K
IFA
37
Index Fund Advisors
California
$878K
PHIC
38
Pine Haven Investment Counsel
Massachusetts
$732K
MWM
39
Modera Wealth Management
New Jersey
$656K
Osaic Holdings
40
Osaic Holdings
Arizona
$552K
AWM
41
Ariadne Wealth Management
California
$511K
DADC
42
D.A. Davidson & Co
Montana
$450K
AQR Capital Management
43
AQR Capital Management
Connecticut
$422K
PWMG
44
Private Wealth Management Group
New Jersey
$410K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$390K
AWMM
46
Aegis Wealth Management (Maryland)
Maryland
$386K
NL
47
NWAM LLC
Washington
$383K
MWM
48
Modern Wealth Management
Kansas
$368K
AC
49
Apella Capital
Connecticut
$359K
EH
50
Equitable Holdings
New York
$338K