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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

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.

Holders
73
Holders Change
-7
Holders Change %
-8.75%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
6
Increased
30
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$37M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.93M
3
FTUS
3
Flow Traders U.S.
New York
$2.04M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.53M
5
SWA
5
SOA Wealth Advisors
New York
$5.04M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$130M
2
WWA
2
WCG Wealth Advisors
Nevada
$3.72M
3
BRIA
3
Balanced Rock Investment Advisors
Massachusetts
$2.42M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$1.94M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$2.02M 192,748 -8,665 -4%
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.94M 185,937 -86,394 -32%
AIC
28
Allodium Investment Consultants
Minnesota
$1.89M 180,790 +450 +0.2%
Northern Trust
29
Northern Trust
Illinois
$1.63M 155,612 – –
HWM
30
Hemington Wealth Management
Virginia
$1.37M 130,938 -8 -0%
LFA
31
Level Financial Advisors
New York
$1.03M 98,584 +2,270 +2%
SOAG
32
Silver Oak Advisory Group
Oregon
$810K 77,512 +11,976 +18%
WWP
33
Waypoint Wealth Partners
California
$801K 76,557 +4,687 +7%
IFA
34
Index Fund Advisors
California
$785K 75,013 +1,243 +2%
Betterment LLC
35
Betterment LLC
New York
$764K 73,006 -15,682 -18%
MWM
36
Modera Wealth Management
New Jersey
$713K 68,203 +325 +0.5%
PHIC
37
Pine Haven Investment Counsel
Massachusetts
$712K 68,106 +1,475 +2%
AWM
38
Ariadne Wealth Management
California
$476K 45,540 -15,125 -25%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$425K 40,602 -711 -2%
DADC
40
D.A. Davidson & Co
Montana
$424K 40,546 -706 -2%
NL
41
NWAM LLC
Washington
$415K 39,652 -2,381 -6%
AWM
42
Aegis Wealth Management
Maryland
$376K 37,111 – –
MWM
43
Modern Wealth Management
Kansas
$370K 35,410 +35,410 New
PWMG
44
Private Wealth Management Group
New Jersey
$362K 34,608 -878 -2%
EH
45
Equitable Holdings
New York
$311K 29,715 +764 +3%
AC
46
Apella Capital
Connecticut
$261K 24,990 +5,744 +30%
TAM
47
Trillium Asset Management
Massachusetts
$247K 23,566 – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$243K 23,187 -18,119 -44%
JWM
49
JDH Wealth Management
California
$232K 22,211 – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$221K 21,141 -929 -4%
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