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Vert Global Sustainable Real Estate ETF

89 hedge funds and large institutions have $365M invested in Vert Global Sustainable Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Meritas Wealth Management
California
$2.33M
PWM
27
Perigon Wealth Management
California
$2.24M
Northern Trust
28
Northern Trust
Illinois
$1.61M
PCIA
29
Prime Capital Investment Advisors
Kansas
$1.37M
US Bancorp
30
US Bancorp
Minnesota
$1.23M
Betterment LLC
31
Betterment LLC
New York
$1.18M
Jane Street
32
Jane Street
New York
$1.11M
LFA
33
Level Financial Advisors
New York
$1.07M
SOAG
34
Silver Oak Advisory Group
Oregon
$993K
DAS
35
Dynamic Advisor Solutions
Arizona
$992K
MAC
36
Mason & Associates (California)
California
$935K
IFA
37
Index Fund Advisors
California
$910K
PHIC
38
Pine Haven Investment Counsel
Massachusetts
$824K
MWM
39
Modera Wealth Management
New Jersey
$675K
BCAM
40
Boston Common Asset Management
Massachusetts
$485K
AWM
41
Ariadne Wealth Management
California
$478K
DADC
42
D.A. Davidson & Co
Montana
$445K
PWMG
43
Private Wealth Management Group
New Jersey
$424K
NL
44
NWAM LLC
Washington
$418K
AC
45
Apella Capital
Connecticut
$401K
AQR Capital Management
46
AQR Capital Management
Connecticut
$392K
AWMM
47
Aegis Wealth Management (Maryland)
Maryland
$390K
EH
48
Equitable Holdings
New York
$353K
LPL Financial
49
LPL Financial
California
$286K
PA
50
Powerhouse Assets
Massachusetts
$285K