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Vert Global Sustainable Real Estate ETF
VGSR

Overview Fund Activity

55 hedge funds and large institutions have $273M invested in Vert Global Sustainable Real Estate ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
25
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Abacus Wealth Partners
California
$140M
2
PI
2
PFG Investments
New York
$5.23M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.67M
4
SWA
4
SOA Wealth Advisors
New York
$3.05M
5
Northern Trust
5
Northern Trust
Illinois
$2.29M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$132K
3
AP
3
Adero Partners
California
$11.6M
4
MGW
4
MB Generational Wealth
Washington
$265K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
26
Waypoint Wealth Partners
California
$719K +$62.6K +6,382 +10%
Corient Private Wealth
27
Corient Private Wealth
Florida
$621K -$693K -70,654 -53%
BSW
28
Buckingham Strategic Wealth
Missouri
$601K +$72.9K +7,435 +14%
PHIC
29
Pine Haven Investment Counsel
Massachusetts
$581K +$30.9K +3,150 +6%
SOAG
30
Silver Oak Advisory Group
Oregon
$542K -$2.94K -300 -0.5%
IFA
31
Index Fund Advisors
California
$486K +$18.2K +1,861 +4%
NL
32
NWAM LLC
Washington
$346K -$4.8K -490 -1%
DADC
33
D.A. Davidson & Co
Montana
$342K +$117K +11,924 +52%
CAG
34
Crestwood Advisors Group
Massachusetts
$309K +$6.56K +669 +2%
EI
35
Ethic Inc
New York
$295K -$12.1K -1,232 -4%
MGW
36
MB Generational Wealth
Washington
$265K -$1.16M -22,760 -81%
CAN
37
Cetera Advisor Networks
California
$264K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$264K +$264K +26,883 New
B
39
BetterWealth
California
$248K +$248K +25,339 New
PWMG
40
Private Wealth Management Group
New Jersey
$246K +$48K +4,894 +24%
TAM
41
Trillium Asset Management
Massachusetts
$231K – – –
FAFN
42
First Affirmative Financial Network
Colorado
$208K +$2.08K +212 +1%
FFM
43
Forum Financial Management
Illinois
$188K -$23.9K -2,441 -11%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$132K -$2.51M -256,113 -95%
AF
45
Advisornet Financial
Minnesota
$123K +$216 +22 +0.2%
MFC
46
Morris Financial Concepts
South Carolina
$117K +$1.52K +155 +1%
MG
47
Mather Group
Illinois
$90.2K +$90.2K +9,056 New
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$41.3K +$41.3K +4,216 New
FCG
49
Financial Connections Group
California
$37K +$37K +1,529 New
SIC
50
SJS Investment Consulting
Ohio
$35.5K +$4.9K +500 +16%
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