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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
PWM
26
Perigon Wealth Management
California
$2.02M
PCIA
27
Prime Capital Investment Advisors
Kansas
$1.94M
AIC
28
Allodium Investment Consultants
Minnesota
$1.89M
Northern Trust
29
Northern Trust
Illinois
$1.63M
HWM
30
Hemington Wealth Management
Virginia
$1.37M
LFA
31
Level Financial Advisors
New York
$1.03M
SOAG
32
Silver Oak Advisory Group
Oregon
$810K
WWP
33
Waypoint Wealth Partners
California
$801K
IFA
34
Index Fund Advisors
California
$785K
Betterment LLC
35
Betterment LLC
New York
$764K
MWM
36
Modera Wealth Management
New Jersey
$713K
PHIC
37
Pine Haven Investment Counsel
Massachusetts
$712K
AWM
38
Ariadne Wealth Management
California
$476K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$425K
DADC
40
D.A. Davidson & Co
Montana
$424K
NL
41
NWAM LLC
Washington
$415K
AWM
42
Aegis Wealth Management
Maryland
$376K
MWM
43
Modern Wealth Management
Kansas
$370K
PWMG
44
Private Wealth Management Group
New Jersey
$362K
EH
45
Equitable Holdings
New York
$311K
AC
46
Apella Capital
Connecticut
$261K
TAM
47
Trillium Asset Management
Massachusetts
$247K
Corient Private Wealth
48
Corient Private Wealth
Florida
$243K
JWM
49
JDH Wealth Management
California
$232K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$221K