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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

52 hedge funds and large institutions have $261M invested in Vert Global Sustainable Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Abacus Wealth Partners
California
$137M
2
BJL
2
Brighton Jones LLC
Washington
$26.8M
3
MWM
3
Merriman Wealth Management
Washington
$17.6M
4
AP
4
Adero Partners
California
$13.3M
5
FPF
5
First Pacific Financial
Washington
$10.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
26
Buckingham Strategic Wealth
Missouri
$537K +$537K +53,869 New
IFA
27
Index Fund Advisors
California
$475K +$475K +47,673 New
NL
28
NWAM LLC
Washington
$356K +$356K +35,791 New
EI
29
Ethic Inc
New York
$312K +$312K +31,355 New
CAG
30
Crestwood Advisors Group
Massachusetts
$307K +$307K +30,827 New
MGW
31
MB Generational Wealth
Washington
$278K +$278K +27,955 New
GS
32
GTS Securities
New York
$269K +$269K +27,038 New
CAN
33
Cetera Advisor Networks
California
$268K +$268K +26,883 New
TAM
34
Trillium Asset Management
Massachusetts
$234K +$234K +23,566 New
DADC
35
D.A. Davidson & Co
Montana
$229K +$229K +23,001 New
MML Investors Services
36
MML Investors Services
Massachusetts
$220K +$220K +22,104 New
FFM
37
Forum Financial Management
Illinois
$215K +$215K +21,588 New
FAFN
38
First Affirmative Financial Network
Colorado
$209K +$209K +20,959 New
PWMG
39
Private Wealth Management Group
New Jersey
$201K +$201K +20,157 New
AC
40
Apella Capital
Connecticut
$178K +$178K +18,296 New
Jane Street
41
Jane Street
New York
$143K +$143K +14,332 New
AF
42
Advisornet Financial
Minnesota
$124K +$124K +12,478 New
MFC
43
Morris Financial Concepts
South Carolina
$118K +$118K +11,827 New
E
44
ETFidea
New York
$117K +$117K +11,772 New
AF
45
Allworth Financial
California
$34.6K +$34.6K +3,475 New
SIC
46
SJS Investment Consulting
Ohio
$31.1K +$31.1K +3,123 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$7.49K +$7.49K +752 New
SC
48
SouthState Corp
Florida
$6.58K +$6.58K +661 New
PO
49
Private Ocean
California
$5.58K +$5.58K +560 New
UBS Group
50
UBS Group
Switzerland
$3.43K +$3.43K +344 New
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2
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